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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
851
Brave Asset Management
New Jersey
$517K
PMSA
852
Patrick M. Sweeney & Associates
Illinois
$516K +$481K +9,410 New
CB
853
Cadence Bank
Mississippi
$516K
PTC
854
Petrus Trust Company
Texas
$515K +$479K +9,383 New
FHA
855
Flagship Harbor Advisors
Massachusetts
$514K +$69.1K +1,353 +17%
NHC
856
Nicholas Hoffman & Company
Georgia
$513K -$112K -2,186 -19%
CFA
857
CWS Financial Advisors
Michigan
$513K -$39.1K -766 -8%
HI
858
Hoey Investments
Pennsylvania
$510K -$63.1K -1,236 -12%
TW
859
TritonPoint Wealth
Maryland
$509K +$474K +9,279 New
RAG
860
RIA Advisory Group
Iowa
$505K +$190K +3,716 New
BMC
861
Beaton Management Company
Massachusetts
$505K -$14.5K -283 -3%
GAM
862
Gotham Asset Management
New York
$505K -$770K -15,069 -62%
SR
863
Syntax Research
Florida
$504K +$9.81K +192 +2%
TFS
864
Thoroughbred Financial Services
Tennessee
$502K -$147K -2,870 -24%
SW
865
SlateStone Wealth
Florida
$502K -$14.2K -278 -3%
OCM
866
Orleans Capital Management
Louisiana
$501K -$98.2K -1,923 -17%
AF
867
Advisornet Financial
Minnesota
$496K -$51.2K -1,003 -10%
VCM
868
Virtue Capital Management
Tennessee
$491K -$174K -3,410 -27%
GI
869
Gradient Investments
Minnesota
$491K -$11K -216 -2%
FNT
870
First Nebraska Trust
Nebraska
$488K -$10.8K -211 -2%
SOS
871
Silver Oak Securities
Tennessee
$487K +$58K +1,136 +15%
HSA
872
HBK Sorce Advisory
Pennsylvania
$485K -$2.1K -41 -0.5%
Wellington Management Group
873
Wellington Management Group
Massachusetts
$485K
EF
874
Empowered Funds
Pennsylvania
$481K -$2.79M -54,699 -86%
GIA
875
Gladstone Institutional Advisory
Florida
$477K +$135K +2,650 +44%