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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
651
Hollencrest Capital Management
California
$444K +$20.4K +2,000 +5%
FHA
652
Flagship Harbor Advisors
Massachusetts
$440K +$41.1K +4,034 +11%
AMIM
653
Aull & Monroe Investment Management
Alabama
$438K
ISWM
654
Independent Solutions Wealth Management
New York
$437K -$35.1K -3,446 -8%
SS
655
SBI Securities
Japan
$435K -$73.8K -7,251 -15%
SC
656
Searle & Co
Connecticut
$434K
VSQM
657
V-Square Quantitative Management
Illinois
$433K +$49.7K +4,876 +14%
IPWA
658
International Private Wealth Advisors
California
$430K +$124K +12,152 +44%
FM
659
Foster & Motley
Ohio
$429K -$4.18K -411 -1%
TPA
660
Trivium Point Advisory
Connecticut
$427K +$18.8K +1,847 +5%
FAIM
661
Financial Advocates Investment Management
Washington
$427K -$28.1K -2,764 -7%
NSAM
662
North Star Asset Management
Wisconsin
$427K +$199K +19,584 +99%
AFGAS
663
Allegiance Financial Group Advisory Services
Virginia
$426K +$103K +10,158 +35%
FWP
664
FAS Wealth Partners
Kansas
$423K -$4.89K -480 -1%
SFA
665
Semmax Financial Advisors
North Carolina
$422K +$366K +35,908 +2,598%
AC
666
Apella Capital
Connecticut
$421K +$3.96K +389 +1%
WAM
667
WNY Asset Management
New York
$421K -$26.4K -2,589 -6%
MT
668
Midwest Trust
Kansas
$421K +$395K +38,771 New
EFL
669
ERn Financial LLC
Wisconsin
$419K -$202K -19,833 -34%
SAI
670
Savvy Advisors Inc
New York
$419K +$35.2K +3,459 +10%
GFP
671
Gryphon Financial Partners
Ohio
$418K +$93.3K +9,165 +31%
CIG
672
Cairn Investment Group
Washington
$418K -$9.16K -900 -2%
NP
673
NorthRock Partners
Minnesota
$418K -$159K -15,583 -29%
CI
674
Cigna Investments
Connecticut
$417K -$12K -1,183 -3%
WW
675
Waterfront Wealth
Kansas
$416K +$4.87K +478 +1%