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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%
FAS
1858
Formuepleje A/S
Denmark
$937K -$981K -7,397 -52%
NCM
1859
Novare Capital Management
North Carolina
$935K +$1.06K +8 +0.1%
QI
1860
Qtron Investments
Massachusetts
$931K +$357K +2,691 +68%
BCA
1861
Bay Colony Advisors
Massachusetts
$930K +$158K +1,188 +22%
MC
1862
Mathes Company
New York
$929K – – –
LWM
1863
Liberty Wealth Management
California
$929K +$286K +2,158 +48%
GBBWRPM
1864
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$926K +$26.9K +203 +3%
TL
1865
TrueWealth LLC
Georgia
$924K -$398 -3 -0%
ACA
1866
Aptus Capital Advisors
Alabama
$923K +$240K +1,810 +38%
BS
1867
Bessemer Securities
New York
$920K – – –
CH
1868
Canton Hathaway
Rhode Island
$919K +$65.8K +496 +8%
BW
1869
Bison Wealth
Georgia
$918K +$82.2K +620 +10%
PFC
1870
Phocas Financial Corp
California
$917K +$9.81K +74 +1%
MFG
1871
Monte Financial Group
Connecticut
$915K +$3.85K +29 +0.4%
Verition Fund Management
1872
Verition Fund Management
Connecticut
$914K -$4.13M -31,156 -83%
BPA
1873
Beacon Pointe Advisors
California
$914K -$3.85M -29,032 -82%
MIA
1874
MainStreet Investment Advisors
Illinois
$911K -$659K -4,969 -43%
CCM
1875
Chickasaw Capital Management
Tennessee
$911K – – –