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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
576
SageView Advisory Group
California
$379K +$346K +8,769 New
MPI
577
Mairs & Power Inc
Minnesota
$378K
SEC
578
Seven Eight Capital
New York
$377K -$280K -7,086 -45%
GBT
579
Grove Bank & Trust
Florida
$371K -$50.3K -1,274 -13%
DCM
580
DGS Capital Management
New Jersey
$371K -$135K -3,415 -28%
JWCA
581
J.W. Cole Advisors
Florida
$370K -$1.9K -48 -0.6%
MA
582
Mutual Advisors
Nebraska
$368K +$14K +355 +4%
HWM
583
HB Wealth Management
Georgia
$368K +$63.3K +1,602 +23%
GLA
584
Good Life Advisors
Pennsylvania
$368K -$40.5K -1,026 -11%
MIP
585
Marietta Investment Partners
Wisconsin
$367K
CGL
586
Clarius Group LLC
Washington
$367K +$19K +480 +6%
AOWM
587
Alpha Omega Wealth Management
Virginia
$366K
PSP
588
Principal Street Partners
Tennessee
$366K -$513K -12,992 -61%
BAM
589
Belpointe Asset Management
Nevada
$363K +$46.6K +1,180 +16%
AWM
590
Axxcess Wealth Management
California
$362K +$316 +8 +0.1%
CWA
591
Centennial Wealth Advisory
Michigan
$362K +$46.8K +1,185 +17%
FFM
592
Forum Financial Management
Illinois
$361K +$47.3K +1,196 +17%
VWA
593
V Wealth Advisors
Kansas
$360K +$31.1K +788 +10%
RCM
594
RNC Capital Management
California
$359K
TWC
595
TD Waterhouse Canada
Ontario, Canada
$357K -$131K -3,311 -29%
KC
596
Kepos Capital
New York
$357K -$62.2K -1,575 -16%
CPO
597
Cerity Partners OCIO
New York
$357K +$44.4K +1,123 +16%
CK
598
Cohen Klingenstein
New York
$354K
PTC
599
Private Trust Company
Ohio
$354K -$3.63K -92 -1%
EFS
600
Essex Financial Services
Connecticut
$354K -$40 -1 -0%