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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
726
Traub Capital Management
Massachusetts
$438K +$327K +2,700 New
WG
727
Winton Group
United Kingdom
$438K +$327K +2,700 New
WAG
728
Wilkerson Advisory Group
Missouri
$437K -$96.4K -795 -23%
BG
729
Bahl & Gaynor
Ohio
$435K +$325K +2,682 New
MVF
730
Markin Volterra Fund
New York
$430K +$322K +2,654 New
CCA
731
Checchi Capital Advisers
California
$429K +$321K +2,645 New
CAM
732
Cidel Asset Management
Ontario, Canada
$428K -$52.4K -432 -14%
STP
733
Science & Technology Partners
New York
$424K +$317K +2,615 New
AFW
734
Avantra Family Wealth
Pennsylvania
$422K +$316K +2,605 New
TCM
735
TABR Capital Management
California
$420K +$314K +2,593 New
RZH
736
Relyea Zuckerberg Hanson
Connecticut
$418K +$313K +2,582 New
DSAM
737
Dock Street Asset Management
Florida
$413K +$309K +2,550 New
ML
738
McAdam LLC
Pennsylvania
$411K +$308K +2,539 New
VC
739
VarCov Co
Connecticut
$407K +$305K +2,514 New
HA
740
Heffernan Advisory
Arizona
$405K +$303K +2,500 New
BPC
741
Banque Pictet & Cie
Switzerland
$399K -$217K -1,792 -42%
EWA
742
EverSource Wealth Advisors
Alabama
$398K -$288K -2,373 -49%
VFG
743
Victory Financial Group
Texas
$395K +$296K +2,440 New
GA
744
Greenspring Advisors
Maryland
$394K +$294K +2,428 New
HSA
745
HBK Sorce Advisory
Pennsylvania
$393K -$335K -2,763 -46%
RYIA
746
Roehl & Yi Investment Advisors
Oregon
$391K +$293K +2,415 New
SFG
747
Strive Financial Group
Indiana
$389K +$291K +2,402 New
QPW
748
Quantum Private Wealth
Florida
$388K +$290K +2,395 New
VCA
749
Verdence Capital Advisors
Maryland
$388K +$290K +2,393 New
PFS
750
Prospera Financial Services
Texas
$385K -$215K -1,770 -43%