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Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1851
E&G Advisors
Texas
$950K -$159K -1,200 -15%
BFC
1852
Blue Fin Capital
Rhode Island
$948K +$264K +1,994 +42%
MWM
1853
Mission Wealth Management
California
$946K +$48.4K +365 +6%
FRA
1854
Front Row Advisors
California
$942K +$758K +5,717 +557%
TA
1855
TFG Advisers
Michigan
$941K +$63.3K +477 +8%
CCFM
1856
Clear Creek Financial Management
Washington
$940K +$893K +6,737 New
CPO
1857
Cerity Partners OCIO
New York
$939K -$191K -1,442 -18%
NCM
1858
Novare Capital Management
North Carolina
$935K +$1.06K +8 +0.1%
QI
1859
Qtron Investments
Massachusetts
$931K +$357K +2,691 +68%
BCA
1860
Bay Colony Advisors
Massachusetts
$930K +$158K +1,188 +22%
MC
1861
Mathes Company
New York
$929K
LWM
1862
Liberty Wealth Management
California
$929K +$286K +2,158 +48%
GBBWRPM
1863
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$926K +$26.9K +203 +3%
TL
1864
TrueWealth LLC
Georgia
$924K -$398 -3 -0%
ACA
1865
Aptus Capital Advisors
Alabama
$923K +$240K +1,810 +38%
BS
1866
Bessemer Securities
New York
$920K
CH
1867
Canton Hathaway
Rhode Island
$919K +$65.8K +496 +8%
BW
1868
Bison Wealth
Georgia
$918K +$82.2K +620 +10%
PFC
1869
Phocas Financial Corp
California
$917K +$8.71B +65,684,679 +1,011,623%
MFG
1870
Monte Financial Group
Connecticut
$915K +$3.85K +29 +0.4%
Verition Fund Management
1871
Verition Fund Management
Connecticut
$914K -$4.13M -31,156 -83%
BPA
1872
Beacon Pointe Advisors
California
$914K -$3.85M -29,032 -82%
MIA
1873
MainStreet Investment Advisors
Illinois
$911K -$659K -4,969 -43%
CCM
1874
Chickasaw Capital Management
Tennessee
$911K
GC
1875
Gruss & Co
Florida
$908K -$136K -1,029 -14%