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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
701
Bartlett & Co Wealth Management
Ohio
$376K
ASC
702
Atalanta Sosnoff Capital
New York
$376K +$26.7K +744 +7%
AWM
703
Avior Wealth Management
Nebraska
$375K -$431 -12 -0.1%
HSA
704
HBK Sorce Advisory
Pennsylvania
$374K +$11K +306 +3%
RCAG
705
Rehmann Capital Advisory Group
Michigan
$371K +$15.4K +428 +4%
GVAG
706
Great Valley Advisor Group
Delaware
$371K +$6.36K +177 +2%
QIM
707
Quantitative Investment Management
Virginia
$370K -$811K -22,560 -67%
BFM
708
Boothbay Fund Management
New York
$369K +$407K +11,308 New
JWCA
709
J.W. Cole Advisors
Florida
$368K -$28.4K -791 -7%
AAM
710
Auxier Asset Management
Oregon
$368K -$31.6K -880 -7%
CP
711
Capital Planning
Washington
$366K -$93.7K -2,607 -19%
WA
712
Waverly Advisors
Alabama
$365K +$98.6K +2,743 +32%
MIC
713
Meridian Investment Counsel
California
$365K -$8.02K -223 -2%
MMPW
714
Mitchell McLeod Pugh & Williams
Alabama
$364K
AW
715
Alteri Wealth
California
$363K +$400K +11,125 New
IIM
716
Ironwood Investment Management
Massachusetts
$362K
FP
717
Foundry Partners
Minnesota
$361K
TCA
718
Transcend Capital Advisors
New Jersey
$361K +$5.79K +161 +1%
TCWM
719
Total Clarity Wealth Management
Illinois
$360K -$7.55K -210 -2%
SF
720
Summit Financial
New Jersey
$360K +$89.8K +2,498 +30%
SL
721
Sentry LLC
Tennessee
$360K
CAAS
722
Capital Asset Advisory Services
Michigan
$358K +$3.56K +99 +0.9%
Fisher Asset Management
723
Fisher Asset Management
Washington
$357K +$164K +4,562 +72%
LWCFA
724
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$355K
SFI
725
Siemens Fonds Invest
Germany
$352K