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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1326
Blueshift Asset Management
New Jersey
$224K -$587K -2,308 -74%
FSC
1327
Full Sail Capital
Oklahoma
$223K +$211K +829 New
JWBC
1328
J.W. Burns & Co
New York
$222K
SGC
1329
Slocum, Gordon & Co
Rhode Island
$222K
CCA
1330
Cobblestone Capital Advisors
New York
$222K -$14.2K -56 -6%
CC
1331
Cadinha & Co
Hawaii
$220K
SIM
1332
Sentry Investment Management
Wisconsin
$220K
TFS
1333
Thoroughbred Financial Services
Tennessee
$219K -$316K -1,244 -60%
TWG
1334
The Wealth Group
Minnesota
$219K +$207K +813 New
NFSG
1335
Newbridge Financial Services Group
Florida
$219K -$4.07K -16 -2%
CCMG
1336
Clark Capital Management Group
Pennsylvania
$218K +$206K +811 New
CD
1337
Chapin Davis
Maryland
$218K
SIA
1338
Soltis Investment Advisors
Utah
$218K +$206K +810 New
FP
1339
Financial Perspectives
Minnesota
$217K +$508 +2 +0.2%
PA
1340
Probity Advisors
Texas
$217K
FGWP
1341
Founders Grove Wealth Partners
Virginia
$217K +$205K +805 New
PPG
1342
Peak Planning Group
Colorado
$216K
BCFD
1343
Boit C.F. David
$216K
KA
1344
KDT Advisors
New York
$216K
WC
1345
Westerkirk Capital
$216K +$203K +800 New
BCWM
1346
Bartlett & Co Wealth Management
Ohio
$216K -$6.61K -26 -3%
KFI
1347
Key Financial Inc
Pennsylvania
$215K
GIA
1348
Gladstone Institutional Advisory
Florida
$215K +$203K +797 New
WA1
1349
Wimmer Associates 1
California
$214K +$202K +795 New
OPWM
1350
Oregon Pacific Wealth Management
Oregon
$214K -$6.36K -25 -3%