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Name Holding Trade Value Shares
Change
Change in
Stake
TIMH
851
Tilt Investment Management Holdings
New York
$451K +$424K +8,627 New
SIM
852
Sentry Investment Management
Wisconsin
$448K -$157K -3,193 -27%
CTA
853
Colonial Trust Advisors
South Carolina
$447K -$12.1K -247 -3%
GWM
854
Geneos Wealth Management
Colorado
$445K -$15.8K -321 -4%
CAG
855
Csenge Advisory Group
Florida
$444K -$467K -9,494 -53%
LBC
856
Lowe Brockenbrough & Co
Virginia
$442K -$19.7K -401 -5%
LOAMS
857
Lombard Odier Asset Management (Switzerland)
Switzerland
$441K +$131K +2,655 +46%
NSIM
858
North Star Investment Management
Illinois
$440K -$10.1K -205 -2%
VVP
859
Venture Visionary Partners
Ohio
$439K -$148K -3,003 -26%
MMPW
860
Mitchell McLeod Pugh & Williams
Alabama
$439K -$6.64K -135 -2%
MFA
861
Mayflower Financial Advisors
Massachusetts
$437K -$16.9K -343 -4%
EP
862
Eudaimonia Partners
Tennessee
$436K -$72.8K -1,481 -15%
PGWM
863
Parisi Gray Wealth Management
New Jersey
$433K +$18.3K +372 +5%
STA
864
Summit Trail Advisors
New York
$433K -$16.7K -339 -4%
FTDI
865
First Trust Direct Indexing
Massachusetts
$433K +$47.1K +959 +13%
AL
866
Aspiriant LLC
California
$432K +$44.5K +905 +12%
CA
867
CoreCap Advisors
Michigan
$432K -$41.4K -843 -9%
Credit Agricole
868
Credit Agricole
France
$432K -$160K -3,255 -24%
SVWAG
869
Sound View Wealth Advisors Group
Georgia
$431K +$266K +5,419 New
FHA
870
First Horizon Advisors
Tennessee
$430K -$38.5K -784 -9%
AFA
871
American Financial Advisors
Georgia
$427K -$1.57K -32 -0.4%
RBFC
872
Roman Butler Fullerton & Co
Missouri
$422K +$32.3K +657 +8%
FPCM
873
Financial Partners Capital Management
New York
$421K -$14.8K -301 -4%
SWM
874
Silverlake Wealth Management
Vermont
$421K +$72.5K +1,475 +22%
HFM
875
Harvest Fund Management
China
$420K +$256K +5,202 +183%