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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
626
Aptus Capital Advisors
Alabama
$400K
MGIA
627
Moneta Group Investment Advisors
Missouri
$397K +$4.31K +21 +1%
RTS
628
Round Table Services
New Jersey
$396K +$18.7K +91 +5%
OWM
629
OneAscent Wealth Management
Alabama
$393K -$7.79K -38 -2%
NSB
630
Norway Savings Bank
Maine
$392K +$11.3K +55 +3%
IC
631
Inscription Capital
Texas
$390K
RWA
632
Ropes Wealth Advisors
Massachusetts
$388K +$362K +1,764 New
SBL
633
Sargent Bickham Lagudis
Colorado
$386K -$10K -49 -3%
NIM
634
Northeast Investment Management
Massachusetts
$386K
PCMC
635
Paragon Capital Management (Colorado)
Colorado
$385K
CWM
636
Circle Wealth Management
New Jersey
$385K +$359K +1,750 New
WANY
637
Wealthspire Advisors (New York)
New York
$384K -$189K -924 -35%
PCA
638
Personal Capital Advisors
California
$380K +$54.1K +264 +18%
RMCM
639
Reynders McVeigh Capital Management
Massachusetts
$376K +$350K +1,706 New
AP
640
Adero Partners
California
$375K
PWPS
641
Pinnacle Wealth Planning Services
Ohio
$375K +$12.1K +59 +4%
QT
642
Quantbot Technologies
New York
$373K +$348K +1,695 New
ERIM
643
Eagle Ridge Investment Management
Connecticut
$370K -$6.15K -30 -2%
QCIG
644
Quad-Cities Investment Group
Iowa
$369K -$28.3K -138 -8%
FNBOH
645
First National Bank of Hutchinson
Kansas
$369K +$10.5K +51 +3%
TPCW
646
TD Private Client Wealth
New York
$366K -$76.5K -373 -18%
CIAS
647
Capital Investment Advisory Services
North Carolina
$365K +$3.28K +16 +1%
NDSI
648
Newman Dignan & Sheerar Inc
Rhode Island
$363K
CL
649
Choreo LLC
Illinois
$361K -$61.7K -301 -15%
SIMG
650
Sonora Investment Management Group
Arizona
$359K +$334K +1,630 New