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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
Bradley Foster & Sargent
Connecticut
$967K -$3.56K -8 -0.4%
BCV
502
Banque Cantonale Vaudoise
Switzerland
$957K -$267K -600 -23%
SCI
503
Stableford Capital II
Arizona
$947K -$924K -2,076 -51%
Brown Advisory
504
Brown Advisory
Maryland
$940K -$8.9K -20 -1%
GJIC
505
Gamble Jones Investment Counsel
California
$936K
MIM
506
Marco Investment Management
Georgia
$936K
SBIA
507
Sheaff Brock Investment Advisors
Indiana
$929K -$43.2K -97 -5%
WH
508
Willner & Heller
California
$915K +$204K +458 +31%
CGL
509
Clarius Group LLC
Washington
$914K +$22.7K +51 +3%
ACP
510
Arcus Capital Partners
Georgia
$897K +$3.12K +7 +0.4%
LJAC
511
L.J. Altfest & Co
New York
$896K +$2.67K +6 +0.3%
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$887K +$19.6K +44 +2%
HCA
513
Harbor Capital Advisors
Illinois
$865K +$823K +1,849 New
CCM
514
Cribstone Capital Management
Maine
$847K +$64.5K +145 +9%
CWP
515
Curated Wealth Partners
California
$842K +$175K +393 +28%
IA
516
IFP Advisors
Florida
$821K
CBN
517
Cadence Bank NA
Texas
$819K
VCM
518
Vigilant Capital Management
Maine
$819K
BMCM
519
Burns Matteson Capital Management
New York
$812K +$772K +1,735 New
CAI
520
Capital Advisors Inc
Oklahoma
$808K
HIC
521
Harvey Investment Company
Kentucky
$801K
AG
522
Algert Global
California
$799K +$760K +1,707 New
KeyBank National Association
523
KeyBank National Association
Ohio
$797K +$105K +236 +16%
ACM
524
Aquatic Capital Management
Illinois
$796K +$623K +1,400 +467%
BDF
525
Balasa Dinverno & Foltz
$795K +$21.4K +48 +3%