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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1326
Carmel Capital Partners
California
$234K
MAM
1327
McLean Asset Management
Virginia
$233K +$5.63K +11 +2%
SCM
1328
Stevens Capital Management
Pennsylvania
$232K -$800K -1,562 -76%
CHAM
1329
Clear Harbor Asset Management
Connecticut
$232K
AWA
1330
Aaron Wealth Advisors
Illinois
$230K -$77.8K -152 -24%
IFG
1331
Independent Financial Group
California
$228K +$1.02K +2 +0.4%
CA
1332
Capitolis Advisors
New York
$228K -$74.4M -145,391 -100%
SOW
1333
State of Wyoming
Wyoming
$228K -$90.6K -177 -27%
IWN
1334
Independent Wealth Network
Iowa
$228K -$9.73K -19 -4%
CIP
1335
Convergence Investment Partners
Florida
$226K -$62K -121 -20%
RCS
1336
Retirement Capital Strategies
California
$226K
TVAMP
1337
Tennessee Valley Asset Management Partners
Tennessee
$226K
PFBT
1338
Parkside Financial Bank & Trust
Missouri
$225K -$833K -1,627 -78%
LFA
1339
Legacy Financial Advisors
Kentucky
$224K -$43.5K -85 -15%
AFP
1340
Ausdal Financial Partners
Iowa
$224K -$26.6K -52 -10%
SSB
1341
Sandy Spring Bank
Maryland
$224K
BFS
1342
Bickling Financial Services
Massachusetts
$223K
3F
1343
360 Financial
Minnesota
$221K +$1.02K +2 +0.5%
BIA
1344
Bigelow Investment Advisors
Maine
$221K +$50.2K +98 +27%
AWM
1345
Angeles Wealth Management
California
$221K +$236K +460 New
RCAG
1346
Rehmann Capital Advisory Group
Michigan
$220K +$2.56K +5 +1%
FHC
1347
First Heartland Consultants
Missouri
$220K
FSA
1348
Fort Sheridan Advisors
Illinois
$220K
PIA
1349
Perennial Investment Advisors
California
$219K +$7.68K +15 +3%
LAM
1350
L2 Asset Management
Massachusetts
$218K +$37.4K +73 +19%