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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1001
Concorde Asset Management
Michigan
$266K – – –
SAM
1002
Synergy Asset Management
Washington
$266K +$264K +4,492 New
CA
1003
Continuum Advisory
Idaho
$266K +$264K +4,500 New
MFW
1004
Meristem Family Wealth
Minnesota
$266K +$264K +4,500 New
GW
1005
GW & Wade
Massachusetts
$265K +$24.7K +420 +10%
SCM
1006
Spreng Capital Management
Ohio
$261K +$45.3K +770 +21%
JCM
1007
Jag Capital Management
Missouri
$259K +$2.59K +44 +1%
DAS
1008
Dynamic Advisor Solutions
Arizona
$259K +$18.7K +318 +8%
EFS
1009
Essex Financial Services
Connecticut
$259K +$257K +4,372 New
RW
1010
Rede Wealth
Virginia
$258K +$256K +4,356 New
GA
1011
GFS Advisors
Texas
$258K +$256K +4,358 New
GSWM
1012
Golden State Wealth Management
California
$257K +$256K +4,350 New
GT
1013
Glenview Trust
Kentucky
$256K +$254K +4,328 New
SAM
1014
SignalPoint Asset Management
Missouri
$255K -$58.8K -1,001 -19%
CAIMH
1015
Central Asset Investments & Management Holdings
Hong Kong
$254K – – –
T
1016
TOBAM
France
$254K – – –
SFO
1017
Standard Family Office
South Dakota
$252K – – –
SB
1018
Sunflower Bank
Texas
$252K +$6.64K +113 +3%
P
1019
Pitcairn
Pennsylvania
$250K -$6.58K -112 -3%
PTP
1020
Platform Technology Partners
New York
$250K +$248K +4,218 New
QP
1021
Quilter Plc
United Kingdom
$250K +$248K +4,224 New
BCAM
1022
Boston Common Asset Management
Massachusetts
$249K +$18.5K +315 +8%
PFWA
1023
Paces Ferry Wealth Advisors
Georgia
$246K -$2.94K -50 -1%
RQS
1024
Ramsey Quantitative Systems
Kentucky
$246K +$245K +4,160 New
SP
1025
Successful Portfolios
Florida
$245K +$882 +15 +0.4%