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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1476
SOL Capital Management
Maryland
$660K +$1.53K +15 +0.2%
BA
1477
BKS Advisors
Michigan
$657K +$1.02K +10 +0.2%
AAC
1478
Asset Advisors Corp
Georgia
$655K +$47.2K +462 +8%
FA
1479
Fagan Associates
New York
$653K -$131K -1,282 -17%
MFS
1480
Madrona Financial Services
Washington
$643K +$9.7K +95 +2%
WDA
1481
Wendell David Associates
New Hampshire
$643K +$48.6K +476 +8%
TFF
1482
The Family Firm
Maryland
$639K +$7.66K +75 +1%
IAS
1483
IMA Advisory Services
Colorado
$636K -$713K -6,985 -53%
JWM
1484
Jacobus Wealth Management
Wisconsin
$636K +$149K +1,460 +31%
PIA
1485
Peachtree Investment Advisors
Georgia
$635K
EA
1486
Elm Advisors
California
$633K -$7.66K -75 -1%
MFW
1487
Meristem Family Wealth
Minnesota
$633K +$32K +313 +5%
NFG
1488
Nations Financial Group
Iowa
$631K -$217K -2,125 -26%
CPIM
1489
Columbia Partners Investment Management
Virginia
$631K +$626K +6,131 New
SAM
1490
Summit Asset Management
Tennessee
$630K -$20.1K -197 -3%
MC
1491
Mathes Company
New York
$628K +$102K +1,000 +20%
SMH
1492
Sanders Morris Harris
Texas
$624K -$225K -2,202 -27%
ICOM
1493
Investment Counselors of Maryland
Maryland
$622K
CAS
1494
Cue Advisory Services
Arizona
$621K -$18K -176 -3%
FWM
1495
Frontier Wealth Management
Missouri
$620K -$164K -1,608 -21%
KF
1496
Krilogy Financial
Missouri
$620K -$6.33K -62 -1%
SSA
1497
Schonfeld Strategic Advisors
New York
$618K -$3.38M -33,088 -85%
AIIMS
1498
Analyst IMS Investment Management Services
Israel
$618K
GVT
1499
Genesee Valley Trust
New York
$612K
RA
1500
RFG Advisory
Alabama
$612K +$90.3K +884 +17%