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Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
1226
BCS Private Wealth Management
New Jersey
$521K
CIC
1227
Crawford Investment Counsel
Georgia
$521K +$2.42K +100 +0.6%
AC
1228
Apella Capital
Connecticut
$520K +$26.1K +1,079 +8%
CIC
1229
Carnegie Investment Counsel
Ohio
$519K +$13K +538 +4%
HW
1230
Hancock Whitney
Mississippi
$518K -$14.6K -603 -4%
MDA
1231
Minot DeBlois Advisors
Massachusetts
$515K +$8.36K +345 +2%
CAM
1232
Concorde Asset Management
Michigan
$515K +$342K +14,107 New
UAML
1233
US Asset Management LLC
Pennsylvania
$514K
TB
1234
Terril Brothers
Missouri
$514K +$64.9K +2,678 +21%
WFI
1235
West Family Investments
California
$513K -$197K -8,129 -35%
AG
1236
AmeriFlex Group
Nevada
$511K +$316K +13,037 +590%
CWS
1237
Confluence Wealth Services
Pennsylvania
$511K -$48.8K -2,016 -12%
BIG
1238
Brooklyn Investment Group
New York
$511K -$23.1K -954 -4%
CD
1239
Chapin Davis
Maryland
$509K -$7.27K -300 -2%
CRWM
1240
Castle Rock Wealth Management
California
$507K +$2.91K +120 +0.9%
Impax Asset Management Group
1241
Impax Asset Management Group
United Kingdom
$507K -$7.52M -310,386 -95%
CRC
1242
Curi RMB Capital
Illinois
$507K +$6.64K +274 +2%
CCC
1243
Compass Capital Corp
Massachusetts
$505K +$1.33K +55 +0.4%
CA
1244
Calton & Associates
Florida
$505K +$105K +4,337 +40%
BFA
1245
Bill Few Associates
Pennsylvania
$505K -$7.68K -317 -2%
SR
1246
Syntax Research
Florida
$503K
FAP
1247
Financial Advisory Partners
Florida
$503K +$363K +15,000 New
BIM
1248
Bridges Investment Management
Nebraska
$502K -$36.9K -1,523 -9%
PFBT
1249
Parkside Financial Bank & Trust
Missouri
$502K +$24.8K +1,022 +7%
RWB
1250
RMR Wealth Builders
New Jersey
$502K +$106K +4,390 +42%