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Name Holding Trade Value Shares
Change
Change in
Stake
SFI
601
Siemens Fonds Invest
Germany
$404K -$16.5K -516 -4%
PWS
602
Precision Wealth Strategies
Missouri
$404K +$106K +3,317 +33%
RWM
603
Ritholtz Wealth Management
New York
$402K +$127K +3,978 +43%
CIA
604
Capital Investment Advisors
Georgia
$399K +$671 +21 +0.2%
WS
605
Wedbush Securities
California
$398K -$14.9K -465 -3%
WI
606
Wedgewood Investors
Pennsylvania
$397K -$12.5K -390 -3%
ESCM
607
Echo Street Capital Management
New York
$395K -$385K -12,060 -48%
SIM
608
Sentry Investment Management
Wisconsin
$393K -$54.3K -1,699 -12%
PA
609
Parallel Advisors
California
$393K +$51.2K +1,601 +14%
PFO
610
Pathstone Family Office
New Jersey
$393K +$66.9K +2,094 +19%
STC
611
Sarah T. Connolly
$385K
HFA
612
Hoover Financial Advisors
Pennsylvania
$380K
CCFM
613
Clear Creek Financial Management
Washington
$378K +$400K +12,517 New
BRWA
614
B. Riley Wealth Advisors
Florida
$377K +$21.7K +678 +6%
CCM
615
Chilton Capital Management
Texas
$372K
EWM
616
EPG Wealth Management
Georgia
$372K +$78.2K +2,446 +25%
SCA
617
SMH Capital Advisors
Texas
$370K +$799 +25 +0.2%
CANY
618
Caxton Associates (New York)
New York
$370K +$391K +12,243 New
AAS
619
Avantax Advisory Services
Texas
$369K +$28.6K +896 +8%
BOTW
620
Bank of the West
California
$367K -$1.28K -40 -0.3%
CG
621
Cutler Group
California
$365K +$387K +12,098 New
FLPIM
622
F.L. Putnam Investment Management
Massachusetts
$365K +$387K +12,101 New
IC
623
IEQ Capital
California
$363K +$25.7K +805 +7%
TA
624
Tectonic Advisors
Texas
$363K +$87.8K +2,747 +30%
TAM
625
Trust Asset Management
Texas
$362K -$757K -23,685 -66%