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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1451
Hotaling Investment Management
Pennsylvania
$455K -$111K -822 -20%
CHA
1452
Cooper/Haims Advisors
New York
$451K +$1.89K +14 +0.4%
BFA
1453
Brendel Financial Advisors
New Hampshire
$450K – – –
B
1454
Bridgeworth
Alabama
$449K +$132K +978 +43%
RC
1455
Reik & Co
New York
$447K -$28.3K -210 -6%
LCM
1456
Liberty Capital Management
Michigan
$447K – – –
TSWM
1457
Triangle Securities Wealth Management
North Carolina
$446K +$36.1K +268 +9%
DT
1458
Diversified Trust
Tennessee
$445K -$22.9K -170 -5%
NA
1459
Nottingham Advisors
New York
$443K – – –
PAS
1460
Professional Advisory Services
Florida
$438K -$120K -889 -22%
CCG
1461
Chatham Capital Group
Georgia
$438K – – –
SMFS
1462
Squar Milner Financial Services
California
$438K +$37.2K +276 +8%
UFG
1463
United Fire Group
Iowa
$436K – – –
Verition Fund Management
1464
Verition Fund Management
Connecticut
$435K -$152K -1,125 -26%
WWM
1465
Western Wealth Management
Colorado
$435K -$110K -816 -21%
CGA
1466
Crescent Grove Advisors
Illinois
$435K – – –
AIM
1467
Avity Investment Management
Connecticut
$433K +$14K +104 +3%
RBFC
1468
Roman Butler Fullerton & Co
Missouri
$433K +$71.4K +529 +20%
PFGIA
1469
Patriot Financial Group Insurance Agency
Massachusetts
$432K +$2.7K +20 +0.6%
OIWM
1470
OptiFour Integrated Wealth Management
Virginia
$431K -$49.1K -364 -11%
PAM
1471
Peak Asset Management
Colorado
$429K -$28.2K -209 -6%
TFS
1472
Thoroughbred Financial Services
Tennessee
$429K -$8.9K -66 -2%
CCM
1473
Carlson Capital Management
Minnesota
$429K +$944 +7 +0.2%
RA
1474
Rational Advisors
New York
$425K -$69.9K -518 -15%
SLA
1475
Silver Lake Advisory
Utah
$424K -$3.91K -29 -0.9%