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Name Holding Trade Value Shares
Change
Change in
Stake
I
1001
InceptionR
California
$404K +$371K +1,751 New
KCIC
1002
Kuhn & Co Investment Counsel
Illinois
$404K
PCM
1003
Prelude Capital Management
New York
$402K +$134K +632 +57%
CTC
1004
Central Trust Company
Missouri
$399K -$24K -113 -6%
CC
1005
Corton Capital
Ontario, Canada
$399K +$148K +696 +67%
KWA
1006
Kingswood Wealth Advisors
California
$397K +$3.82K +18 +1%
UF
1007
Univest Financial
Pennsylvania
$396K +$84K +396 +30%
FFM
1008
Fullerton Fund Management
Singapore
$396K +$363K +1,713 New
LL
1009
LWMG LLC
Minnesota
$394K +$848 +4 +0.2%
SWM
1010
Segment Wealth Management
Texas
$394K -$10.6K -50 -3%
PTC
1011
Private Trust Company
Ohio
$389K +$18.4K +87 +5%
LRIC
1012
Long Road Investment Counsel
Michigan
$388K
FH
1013
FWG Holdings
Florida
$388K +$2.12K +10 +0.6%
H
1014
HoyleCohen
California
$387K
AC
1015
AlphaCore Capital
California
$386K +$354K +1,668 New
CPA
1016
Capital Planning Advisors
California
$385K -$10.4K -49 -3%
SWM
1017
SeaCrest Wealth Management
New York
$380K +$30.1K +142 +9%
VAM
1018
Verity Asset Management
North Carolina
$380K +$1.91K +9 +0.6%
SMA
1019
Sage Mountain Advisors
Georgia
$377K +$91.2K +430 +36%
VFA
1020
Valeo Financial Advisors
Indiana
$376K +$1.91K +9 +0.5%
AF
1021
Advisornet Financial
Minnesota
$375K -$3.25M -15,347 -90%
AF
1022
Allworth Financial
California
$373K -$212 -1 -0.1%
AL
1023
Aspiriant LLC
California
$372K -$2.76K -13 -0.8%
NW
1024
NewEdge Wealth
Pennsylvania
$372K +$84.6K +399 +32%
SIC
1025
SFE Investment Counsel
California
$372K