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Name Holding Trade Value Shares
Change
Change in
Stake
BI
501
Bramshill Investments
Florida
$683K -$228K -10,311 -25%
RWC
502
Rare Wolf Capital
Washington
$683K -$38.5K -1,741 -5%
PI
503
PFG Investments
New York
$681K +$61.3K +2,772 +10%
PIM
504
Plato Investment Management
Australia
$680K
ICM
505
Islay Capital Management
Texas
$671K +$677K +30,592 New
AIM
506
Athena Investment Management
California
$671K -$255K -11,516 -27%
PCS
507
Personal CFO Solutions
New Jersey
$671K -$19.8K -894 -3%
BMCM
508
Burns Matteson Capital Management
New York
$664K +$669K +30,249 New
VCA
509
Verdence Capital Advisors
Maryland
$662K -$37.3K -1,687 -5%
SPIA
510
Steward Partners Investment Advisory
New York
$660K -$220K -9,936 -25%
MFWP
511
Mosaic Family Wealth Partners
Missouri
$658K +$12.7K +573 +2%
CAM
512
Cacti Asset Management
Georgia
$658K
BPA
513
Beacon Pointe Advisors
California
$646K +$14.2K +642 +2%
NMIMC
514
Northwestern Mutual Investment Management Company
Wisconsin
$643K -$1.15K -52 -0.2%
PL
515
Perpetual Ltd
Australia
$630K -$661K -29,894 -51%
BCM
516
Brookstone Capital Management
Illinois
$628K -$9.03M -407,979 -93%
CFG
517
Citizens Financial Group
Rhode Island
$626K +$166K +7,508 +36%
AUB
518
Atlantic Union Bankshares
Virginia
$621K -$96.7K -4,370 -13%
HWMO
519
Heritage Wealth Management (Ohio)
Ohio
$618K -$48.7K -2,200 -7%
FCM
520
Fourpath Capital Management
Oklahoma
$615K
UCFA
521
United Capital Financial Advisors
Texas
$615K +$48.4K +2,186 +8%
SCM
522
Sterling Capital Management
North Carolina
$613K -$76.7K -3,468 -11%
WA
523
Waverly Advisors
Alabama
$612K +$58.7K +2,653 +11%
WDA
524
Wendell David Associates
New Hampshire
$608K
RCM
525
Radnor Capital Management
Pennsylvania
$608K -$5.53K -250 -0.9%