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Name Holding Trade Value Shares
Change
Change in
Stake
VBFG
2726
Vishria Bird Financial Group
Tennessee
$351K +$11.8K +40 +3%
LSA
2727
Lion Street Advisors
Texas
$351K +$372K +1,260 New
APW
2728
Austin Private Wealth
Texas
$350K +$11.2K +38 +3%
Tudor Investment Corp
2729
Tudor Investment Corp
Connecticut
$349K -$256K -866 -41%
ATWA
2730
Arbor Trust Wealth Advisors
Michigan
$349K -$29.5K -100 -7%
HWM
2731
HFR Wealth Management
New York
$349K – – –
PCMK
2732
Paragon Capital Management (Kansas)
Kansas
$349K – – –
SIA
2733
Sage Investment Advisers
New York
$349K +$2.36K +8 +0.6%
WMS
2734
Wealth Management Solutions
Pennsylvania
$349K +$46K +156 +14%
STB
2735
S&T Bank
Pennsylvania
$348K -$565K -1,913 -60%
WPC
2736
White Pine Capital
Minnesota
$348K -$16.5K -56 -4%
CFD
2737
Creative Financial Designs
Indiana
$347K -$6.79K -23 -2%
DBIA
2738
Dumont & Blake Investment Advisors
New Jersey
$347K +$6.79K +23 +2%
SIA
2739
Soltis Investment Advisors
Utah
$346K -$79.7K -270 -18%
SGI
2740
Summit Global Investments
Utah
$346K +$590 +2 +0.2%
PO
2741
Private Ocean
California
$346K +$18.6K +63 +5%
MAC
2742
Mason & Associates (California)
California
$345K – – –
EC
2743
EdgeRock Capital
Colorado
$344K +$7.97K +27 +2%
MIAS
2744
Mason Investment Advisory Services
Virginia
$344K +$3.54K +12 +1%
SEIA
2745
Signature Estate & Investment Advisors
California
$343K -$16.8K -57 -4%
RPCA
2746
Running Point Capital Advisors
California
$343K -$8.86K -30 -2%
JBA
2747
Johnson Bixby & Associates
Washington
$342K -$31.6K -107 -8%
NCM
2748
Northwest Capital Management
Oregon
$341K +$295 +1 +0.1%
SFA
2749
Source Financial Advisors
New York
$341K +$10.3K +35 +3%
HCMG
2750
Howard Capital Management Group
California
$339K – – –