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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
551
Cypress Advisory Group
Arizona
$233K +$224K +2,705 New
HC
552
Hoese & Co
Minnesota
$232K +$224K +2,700 New
WC
553
Westerkirk Capital
$232K +$224K +2,700 New
UCFA
554
United Capital Financial Advisors
Texas
$229K +$5.8K +70 +3%
IA
555
Inspire Advisors
Idaho
$228K -$2.07K -25 -0.9%
IGAM
556
iA Global Asset Management
Quebec, Canada
$228K +$11.6K +140 +6%
VSQM
557
V-Square Quantitative Management
Illinois
$225K +$3.65K +44 +2%
PAM
558
Panagora Asset Management
Massachusetts
$225K -$935K -11,285 -81%
AWA
559
Aaron Wealth Advisors
Illinois
$221K +$213K +2,567 New
PA
560
PharVision Advisers
Florida
$218K +$210K +2,538 New
CFA
561
Cahill Financial Advisors
Minnesota
$218K -$1.83M -22,128 -90%
KCP
562
Kera Capital Partners
California
$217K +$210K +2,529 New
NAM
563
NorthCrest Asset Manangement
Minnesota
$216K +$202K +2,434 New
SLG
564
Stanley-Laman Group
Pennsylvania
$215K +$208K +2,506 New
FCP
565
Fidelis Capital Partners
Florida
$215K +$213K +2,573 New
Vontobel Holding
566
Vontobel Holding
Switzerland
$214K -$12K -145 -5%
USCWA
567
U.S. Capital Wealth Advisors
Texas
$212K +$204K +2,465 New
FA
568
Faithward Advisors
Pennsylvania
$210K
ACM
569
Advance Capital Management
Michigan
$210K
CIBC World Market
570
CIBC World Market
Ontario, Canada
$209K -$3.48K -42 -2%
BFC
571
Blue Fin Capital
Rhode Island
$206K
AFG
572
Atomi Financial Group
New York
$204K -$11.4K -138 -5%
VWM
573
Venturi Wealth Management
Texas
$204K +$196K +2,370 New
GWM
574
Gitterman Wealth Management
New Jersey
$202K -$10.8K -130 -5%
SFI
575
Siemens Fonds Invest
Germany
$200K +$32.4K +391 +20%