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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
801
Crescent Grove Advisors
Illinois
$627K +$140 +1 +0%
NSIM
802
North Star Investment Management
Illinois
$627K +$140K +1,000 +27%
NC
803
NovaPoint Capital
Georgia
$618K +$94K +672 +17%
STAS
804
Strong Tower Advisory Services
Minnesota
$617K +$20.6K +147 +3%
KLC
805
Knowledge Leaders Capital
Colorado
$615K -$35.8K -256 -5%
WI
806
Wahed Invest
New York
$615K +$47.3K +338 +8%
FTC
807
Farmers Trust Company
Ohio
$614K
HWP
808
Highline Wealth Partners
California
$609K +$639K +4,568 New
AC
809
Avestar Capital
New York
$609K +$161K +1,148 +34%
APA
810
American Portfolios Advisors
New York
$608K -$77.1K -551 -11%
EA
811
Eudaimonia Advisors
Tennessee
$608K +$19.3K +138 +3%
WSTAM
812
Wilbanks Smith & Thomas Asset Management
Virginia
$605K +$79.3K +567 +14%
BIA
813
Bigelow Investment Advisors
Maine
$603K +$63.7K +455 +11%
PAMG
814
Patton Albertson Miller Group
Tennessee
$602K +$3.08K +22 +0.5%
SWM
815
Spire Wealth Management
Virginia
$600K -$151K -1,082 -19%
Luther King Capital Management (LKCM)
816
Luther King Capital Management (LKCM)
Texas
$598K -$84.1K -601 -12%
PI
817
PFS Investments
Georgia
$596K +$73.3K +524 +13%
RIA
818
Realta Investment Advisors
Delaware
$595K +$1.82K +13 +0.3%
DGAM
819
Desjardins Global Asset Management
Quebec, Canada
$595K +$179K +1,282 +40%
NB
820
Nicolet Bankshares
Wisconsin
$593K -$64.8K -463 -9%
SWA
821
SFMG Wealth Advisors
Texas
$592K +$48.1K +344 +9%
FPAS
822
Focus Partners Advisor Solutions
Missouri
$592K +$169K +1,206 +37%
HIM
823
Hotaling Investment Management
Pennsylvania
$591K +$25.3K +181 +4%
JAG
824
Journey Advisory Group
Kentucky
$589K -$123K -879 -17%
MCM
825
Maryland Capital Management
Maryland
$587K -$3.5K -25 -0.6%