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Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
1676
D.L. Carlson Investment Group
New Hampshire
$844K -$1.14M -23,169 -59%
APW
1677
Acima Private Wealth
Virginia
$843K – – –
OFG
1678
OmniStar Financial Group
North Carolina
$837K +$11.2K +228 +1%
RWM
1679
Ritholtz Wealth Management
New York
$835K -$50K -1,016 -6%
PAIM
1680
Punch & Associates Investment Management
Minnesota
$834K -$24.6K -500 -3%
BPWA
1681
Beacon Pointe Wealth Advisors
California
$833K -$4.97K -101 -0.6%
SAM
1682
SignalPoint Asset Management
Missouri
$830K -$38.1K -774 -5%
EGA
1683
E&G Advisors
Texas
$826K -$9.83K -200 -1%
BP
1684
BBR Partners
New York
$825K +$8.9K +181 +1%
HSWM
1685
Hubbell Strickland Wealth Management
Louisiana
$823K +$785K +15,968 New
PA
1686
PFG Advisors
Arizona
$820K +$6.49K +132 +0.8%
1NWS
1687
1 North Wealth Services
Maryland
$815K +$778K +15,824 New
EM
1688
ELCO Management
New York
$812K -$2.46K -50 -0.3%
MWC
1689
MBM Wealth Consultants
Missouri
$812K -$885 -18 -0.1%
DT
1690
Diversified Trust
Tennessee
$811K -$16.2K -329 -2%
Jones Financial Companies
1691
Jones Financial Companies
Missouri
$811K +$36.3K +738 +5%
CC
1692
Centiva Capital
New York
$804K -$8.75K -178 -1%
BEC
1693
Blue Edge Capital
Virginia
$804K – – –
TCOO
1694
Trust Company of Oklahoma
Oklahoma
$799K -$17.9K -364 -2%
PAS
1695
Partnervest Advisory Services
California
$799K +$84.9K +1,727 +13%
CSS
1696
Cubist Systematic Strategies
Connecticut
$798K -$897K -18,235 -54%
BEAM
1697
Baker Ellis Asset Management
Washington
$798K -$246K -5,000 -24%
OMIC
1698
Old Mission Investment Co
Michigan
$796K +$759K +15,439 New
JA
1699
JOYN Advisors
Georgia
$793K +$39.3K +799 +5%
BOS
1700
Bingham Osborn & Scarborough
California
$790K -$137K -2,783 -15%