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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1426
Formidable Asset Management
Ohio
$501K +$490K +3,768 New
OC
1427
Oarsman Capital
Wisconsin
$499K -$104K -799 -17%
RBFC
1428
Roman Butler Fullerton & Co
Missouri
$499K +$101K +777 +25%
RA
1429
Rational Advisors
New York
$498K +$109K +840 +28%
IAS
1430
Investment Advisory Services
Texas
$498K +$505K +3,886 New
CA
1431
Claro Advisors
Massachusetts
$497K +$8.97K +69 +2%
CCM
1432
Carlson Capital Management
Minnesota
$497K +$103K +789 +26%
H
1433
HoyleCohen
California
$496K -$47.6K -366 -9%
FCM
1434
Firestone Capital Management
Florida
$496K +$503K +3,868 New
AGM
1435
Alpine Global Management
New York
$494K +$501K +3,857 New
Credit Agricole
1436
Credit Agricole
France
$493K -$1.02M -7,845 -67%
AAP
1437
Arax Advisory Partners
Colorado
$493K -$6.89K -53 -1%
BCM
1438
BTR Capital Management
California
$493K -$1.43K -11 -0.3%
SCM
1439
Southport Capital Management
Tennessee
$492K -$229K -1,764 -32%
VCM
1440
Vivaldi Capital Management
Illinois
$492K -$14.9K -115 -3%
BPA
1441
Beacon Pointe Advisors
California
$489K +$496K +3,818 New
SCM
1442
Smith Capital Management
Arkansas
$488K -$18.8K -145 -4%
LF
1443
Lantz Financial
Illinois
$487K +$25.3K +195 +5%
VAG
1444
VisionPoint Advisory Group
Texas
$487K +$295K +2,266 +148%
CWM
1445
Cornerstone Wealth Management
Missouri
$483K -$32.2K -248 -6%
SWM
1446
SVA Wealth Management
Wisconsin
$483K -$8.58K -66 -2%
SW
1447
SkyOak Wealth
Michigan
$483K +$490K +3,771 New
PV
1448
Private Vista
Illinois
$480K -$186K -1,433 -28%
HTHT
1449
Hemenway Trust Hemenway Trust
New Hampshire
$480K -$2.73K -21 -0.6%
NG
1450
Northstar Group
New York
$480K -$130 -1 -0%