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Name Holding Trade Value Shares
Change
Change in
Stake
ACS
601
Archford Capital Strategies
Illinois
$621K +$64.4K +2,302 +12%
CCG
602
Cypress Capital Group
Florida
$614K +$31.5K +1,126 +6%
OPS
603
Orion Portfolio Solutions
Nebraska
$614K +$187K +6,690 +48%
TW
604
TrinityPoint Wealth
Connecticut
$609K +$7.38K +264 +1%
WP
605
WMS Partners
Maryland
$607K -$572K -20,468 -50%
DADC
606
D.A. Davidson & Co
Montana
$607K -$18.6K -664 -3%
CBT
607
Central Bank & Trust
Kentucky
$599K -$126K -4,522 -18%
CI
608
Cigna Investments
Connecticut
$597K -$162K -5,810 -22%
P
609
&Partners
Tennessee
$594K
SYBT
610
Stock Yards Bank & Trust
Kentucky
$591K +$11.7K +420 +2%
PCM
611
Poehling Capital Management
Wisconsin
$578K -$5.59K -200 -1%
GC
612
Giverny Capital
Quebec, Canada
$576K
IC
613
Intersect Capital
California
$576K +$168 +6 +0%
AMG
614
Advisors Management Group
Wisconsin
$575K -$90.9K -3,252 -14%
IA
615
IndexIQ Advisors
New York
$575K +$4.03K +144 +0.7%
LW
616
Linscomb Wealth
Texas
$573K +$2.13K +76 +0.4%
PCM
617
Perkins Capital Management
Minnesota
$570K
LA
618
LVW Advisors
New York
$569K -$11.8K -422 -2%
MC
619
Moors & Cabot
Massachusetts
$566K +$43.9K +1,572 +9%
CCM
620
Carlson Capital Management
Minnesota
$561K -$56 -2 -0%
NICM
621
Neo Ivy Capital Management
New York
$560K +$249K +8,912 +89%
LIA
622
LS Investment Advisors
Michigan
$558K
RIA
623
Richwood Investment Advisors
Ohio
$557K +$103K +3,700 +25%
AWM
624
Apollon Wealth Management
South Carolina
$553K +$37.4K +1,336 +8%
IA
625
IFP Advisors
Florida
$551K +$363K +13,000 +176%