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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1526
CoreFirst Bank & Trust
Kansas
$496K
HI
1527
Humankind Investments
New York
$496K +$50K +597 +11%
VAM
1528
Verity Asset Management
North Carolina
$490K -$37.7K -450 -7%
GIA
1529
Gladstone Institutional Advisory
Florida
$488K -$280K -3,342 -37%
BG
1530
Bahl & Gaynor
Ohio
$487K
GWS
1531
Glassman Wealth Services
Virginia
$487K +$26.1K +311 +6%
GLA
1532
Good Life Advisors
Pennsylvania
$486K -$23.3K -278 -5%
ACS
1533
Archford Capital Strategies
Illinois
$485K +$39.9K +476 +9%
AIA
1534
Angeles Investment Advisors
California
$485K +$479K +5,719 New
PCS
1535
Personal CFO Solutions
New Jersey
$484K +$158K +1,889 +49%
TCM
1536
Traynor Capital Management
Pennsylvania
$480K -$158K -1,889 -25%
LB
1537
Leo Brokerage
Texas
$479K -$11.4K -136 -2%
WLIM
1538
White Lighthouse Investment Management
Massachusetts
$476K -$25.1K -300 -5%
KFP
1539
Keystone Financial Planning
Ohio
$474K
Fiera Capital (Canada)
1540
Fiera Capital (Canada)
Quebec, Canada
$473K
SCI
1541
S&CO Inc
Massachusetts
$472K -$85.4K -1,019 -15%
AP
1542
Atwood & Palmer
Missouri
$472K +$22.6K +270 +5%
FFG
1543
Fortem Financial Group
California
$471K -$1.26K -15 -0.3%
FG
1544
Fiduciary Group
Georgia
$470K
HCM
1545
Hall Capital Management
Rhode Island
$470K +$10.4K +124 +2%
CHP
1546
Cable Hill Partners
Oregon
$470K +$51.9K +620 +13%
FLAM
1547
First Light Asset Management
Minnesota
$468K
LWA
1548
Lineweaver Wealth Advisors
Ohio
$464K +$115K +1,373 +33%
CLOS
1549
Compagnie Lombard Odier SCmA
Switzerland
$461K
CPA
1550
Clear Perspective Advisors
Illinois
$460K -$9.88K -118 -2%