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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
2301
Sippican Capital Advisors
Massachusetts
$379K -$555K -10,862 -60%
MCM
2302
Morton Capital Management
California
$379K +$376K +7,352 New
OFG
2303
OmniStar Financial Group
North Carolina
$378K -$215K -4,215 -36%
CWM
2304
Chronos Wealth Management
Florida
$377K -$251K -4,900 -40%
VFA
2305
Voya Financial Advisors
Connecticut
$377K +$3.73K +73 +1%
WAG
2306
Winthrop Advisory Group
Massachusetts
$376K -$2.45K -48 -0.7%
SIC
2307
Sterling Investment Counsel
New York
$376K +$373K +7,302 New
OFS
2308
OneAscent Financial Services
Alabama
$375K +$372K +7,282 New
FAT
2309
First American Trust
California
$373K +$42.9K +840 +13%
EverSource Wealth Advisors
2310
EverSource Wealth Advisors
Alabama
$373K +$370K +7,237 New
LCM
2311
Landscape Capital Management
New Jersey
$373K +$370K +7,239 New
TP
2312
Tranquility Partners
Tennessee
$372K -$48.6K -951 -12%
MAA
2313
Mraz Amerine & Associates
California
$372K – – –
HCP
2314
Hexagon Capital Partners
Arkansas
$372K +$50.3K +983 +16%
PCMC
2315
Private Capital Management (Colorado)
Colorado
$371K -$10.3K -202 -3%
CAC
2316
Certified Advisory Corp
Florida
$371K +$16.7K +326 +5%
GPWA
2317
Great Point Wealth Advisors
Massachusetts
$371K +$369K +7,210 New
SRIM
2318
Saratoga Research & Investment Management
California
$370K -$14.2K -278 -4%
OFG
2319
Oxford Financial Group
Indiana
$370K +$3.27K +64 +0.9%
PIA
2320
Pinion Investment Advisors
Kansas
$370K +$12.6K +246 +4%
ZB
2321
Zions Bancorporation
Utah
$369K -$3.27K -64 -0.9%
S
2322
swisspartners
Liechtenstein
$369K – – –
Calamos Wealth Management
2323
Calamos Wealth Management
Illinois
$367K -$63.1K -1,235 -15%
KP
2324
Keel Point
Alabama
$367K -$3.78K -74 -1%
MA
2325
MJP Associates
Connecticut
$367K +$26.1K +510 +8%