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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1301
Park Avenue Securities
New York
$756K -$142K -1,135 -17%
BCM
1302
BTR Capital Management
California
$755K -$32.6K -260 -4%
CSI
1303
Cross Staff Investments
New York
$755K +$708K +5,648 New
PWM
1304
Prentice Wealth Management
New York
$754K -$35.4K -282 -5%
NCM
1305
NCM Capital Management
New Jersey
$749K +$703K +5,606 New
PCIA
1306
Prime Capital Investment Advisors
Kansas
$748K +$3.39K +27 +0.5%
NAS
1307
Nicolet Advisory Services
Wisconsin
$740K -$118K -938 -14%
UCI
1308
Uncommon Cents Investing
Wisconsin
$740K -$32K -255 -4%
NB
1309
Nicolet Bankshares
Wisconsin
$740K -$5.39K -43 -0.8%
PL
1310
Plancorp LLC
Missouri
$740K -$1.13K -9 -0.2%
AWA
1311
Arkadios Wealth Advisors
Georgia
$736K -$365K -2,911 -35%
Walleye Capital
1312
Walleye Capital
New York
$736K +$691K +5,507 New
BEC
1313
Blue Edge Capital
Virginia
$735K -$31.7K -253 -4%
OAM
1314
Oak Asset Management
California
$735K -$59.7K -476 -8%
MAM
1315
Mystic Asset Management
Rhode Island
$735K +$690K +5,504 New
BWM
1316
Baystate Wealth Management
Massachusetts
$732K -$54.8K -437 -7%
BAM
1317
Barrett Asset Management
New York
$732K -$27K -215 -4%
BA
1318
Bridgewater Advisors
New York
$731K -$30.6K -244 -4%
HL
1319
HeadInvest LLC
Maine
$729K +$176K +1,404 +35%
NSAM
1320
North Star Asset Management
Wisconsin
$728K -$117K -932 -15%
RAM
1321
Roanoke Asset Management
New Jersey
$728K +$44K +351 +7%
AWM
1322
Ameliora Wealth Management
Switzerland
$727K +$749K +5,971 New
SWA
1323
SFMG Wealth Advisors
Texas
$722K +$106K +844 +19%
TCM
1324
Triumph Capital Management
Colorado
$722K +$678K +5,404 New
EWM
1325
Evermay Wealth Management
Virginia
$720K -$72.7K -580 -10%