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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1126
Triangle Securities Wealth Management
North Carolina
$247K -$6.69K -137 -3%
BSA
1127
Bull Street Advisors
Georgia
$247K -$4.15K -85 -2%
Pallas Capital Advisors
1128
Pallas Capital Advisors
Massachusetts
$246K +$209K +4,275 New
RMCM
1129
Reynders McVeigh Capital Management
Massachusetts
$245K -$95.3K -1,950 -29%
GAMCO Investors
1130
GAMCO Investors
Connecticut
$245K -$332K -6,806 -58%
SFG
1131
SevenBridge Financial Group
Pennsylvania
$245K -$5.18K -106 -2%
CA
1132
Claro Advisors
Massachusetts
$245K +$12.8K +263 +6%
AIM
1133
Anchor Investment Management
South Carolina
$245K -$8.74K -179 -4%
Conning Inc
1134
Conning Inc
Connecticut
$244K -$1.37K -28 -0.6%
FWM
1135
Finer Wealth Management
Massachusetts
$244K -$241K -4,928 -50%
PVM
1136
Palogic Value Management
Texas
$242K +$234K +4,797 New
FCCM
1137
First City Capital Management
Georgia
$241K -$9.77K -200 -4%
JCM
1138
Janney Capital Management
Pennsylvania
$241K +$233K +4,773 New
ICP
1139
Interchange Capital Partners
Pennsylvania
$241K +$234K +4,782 New
MCM
1140
Manchester Capital Management
Vermont
$241K – – –
WB
1141
West Bancorporation
Iowa
$240K -$7.91K -162 -3%
CWA
1142
Centennial Wealth Advisory
Michigan
$240K -$586 -12 -0.3%
AWM
1143
Affinity Wealth Management
Delaware
$239K +$9.38K +192 +4%
EA
1144
Ergawealth Advisors
Illinois
$238K +$231K +4,733 New
LC
1145
Lindbrook Capital
California
$238K +$12.5K +256 +6%
KWMG
1146
King Wealth Management Group
Florida
$238K – – –
PCP
1147
Proficio Capital Partners
Massachusetts
$237K -$10.9K -223 -5%
IWP
1148
Innova Wealth Partners
Pennsylvania
$237K +$98 +2 +0%
SIM
1149
Sentry Investment Management
Wisconsin
$237K – – –
CCG
1150
Coastwise Capital Group
California
$236K +$229K +4,692 New