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Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1026
Exchange Traded Concepts
Oklahoma
$230K -$3.68M -22,452 -94%
EM
1027
Excalibur Management
Massachusetts
$229K +$219K +1,340 New
HFM
1028
Hartford Financial Management
Connecticut
$229K -$64.2K -392 -23%
MG
1029
Mather Group
Illinois
$229K +$137K +835 +166%
KCM
1030
Kornitzer Capital Management
Kansas
$228K
MCWS
1031
McKinley Carter Wealth Services
West Virginia
$228K
KIA
1032
KCM Investment Advisors
California
$228K +$218K +1,331 New
RCM
1033
Radnor Capital Management
Pennsylvania
$227K
BWM
1034
BCGM Wealth Management
Indiana
$226K +$1.64K +10 +0.8%
DO
1035
denkapparat Operations
Germany
$226K +$216K +1,322 New
YIA
1036
YHB Investment Advisors
Connecticut
$226K
CF
1037
Claris Financial
Virginia
$225K
WGCA
1038
Wolf Group Capital Advisors
Virginia
$225K +$215K +1,315 New
FFB
1039
First Financial Bankshares
Texas
$225K +$215K +1,313 New
CRI
1040
Colonial River Investments
Virginia
$224K +$164 +1 +0.1%
ET
1041
Equitable Trust
Tennessee
$222K -$5.73K -35 -3%
GKWIM
1042
Gerber Kawasaki Wealth & Investment Management
California
$222K +$212K +1,295 New
PIMG
1043
Patriot Investment Management Group
Tennessee
$221K
BFA
1044
Beaumont Financial Advisors
Massachusetts
$220K -$1.15K -7 -0.5%
BTI
1045
Blue Trust Inc
Georgia
$219K +$103K +630 +97%
MA
1046
Montag & Associates
Georgia
$218K -$32.7K -200 -14%
WC
1047
Waterloo Capital
Texas
$218K +$1.15K +7 +0.6%
NP
1048
NorthRock Partners
Minnesota
$218K +$209K +1,274 New
OAS
1049
Optivise Advisory Services
Tennessee
$217K -$42.4K -259 -17%
CAL
1050
Capital Analysts LLC
Pennsylvania
$217K +$4.09K +25 +2%