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Name Holding Trade Value Shares
Change
Change in
Stake
SI
1326
Seeds Investor
New York
$225K -$26.2K -103 -11%
BAM
1327
Blueshift Asset Management
New Jersey
$224K -$587K -2,308 -74%
FSC
1328
Full Sail Capital
Oklahoma
$223K +$211K +829 New
JWBC
1329
J.W. Burns & Co
New York
$222K – – –
SGC
1330
Slocum, Gordon & Co
Rhode Island
$222K – – –
CCA
1331
Cobblestone Capital Advisors
New York
$222K -$14.2K -56 -6%
CC
1332
Cadinha & Co
Hawaii
$220K – – –
SIM
1333
Sentry Investment Management
Wisconsin
$220K – – –
TFS
1334
Thoroughbred Financial Services
Tennessee
$219K -$316K -1,244 -60%
TWG
1335
The Wealth Group
Minnesota
$219K +$207K +813 New
NFSG
1336
Newbridge Financial Services Group
Florida
$219K -$4.07K -16 -2%
CCMG
1337
Clark Capital Management Group
Pennsylvania
$218K +$206K +811 New
CD
1338
Chapin Davis
Maryland
$218K – – –
SIA
1339
Soltis Investment Advisors
Utah
$218K +$206K +810 New
FP
1340
Financial Perspectives
Minnesota
$217K +$508 +2 +0.2%
PA
1341
Probity Advisors
Texas
$217K – – –
FGWP
1342
Founders Grove Wealth Partners
Virginia
$217K +$205K +805 New
PPG
1343
Peak Planning Group
Colorado
$216K – – –
BCFD
1344
Boit C.F. David
$216K – – –
KA
1345
KDT Advisors
New York
$216K – – –
WC
1346
Westerkirk Capital
$216K +$203K +800 New
BCWM
1347
Bartlett & Co Wealth Management
Ohio
$216K -$6.61K -26 -3%
KFI
1348
Key Financial Inc
Pennsylvania
$215K – – –
GIA
1349
Gladstone Institutional Advisory
Florida
$215K +$203K +797 New
WA1
1350
Wimmer Associates 1
California
$214K +$202K +795 New