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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
751
Paradigm Financial Advisors
Missouri
$531K
SCM
752
SevenOneSeven Capital Management
Pennsylvania
$531K +$110K +2,840 +30%
IAA
753
Independent Advisor Alliance
North Carolina
$530K +$2.32K +60 +0.5%
Capstone Investment Advisors
754
Capstone Investment Advisors
New York
$527K -$2.12M -55,040 -82%
LA
755
Lifeworks Advisors
Michigan
$523K +$469K +12,160 New
HL
756
HeadInvest LLC
Maine
$521K +$4.63K +120 +1%
JIR
757
James Investment Research
Ohio
$516K -$22.4K -580 -5%
CT
758
Coastline Trust
Rhode Island
$515K
TC
759
Truvestments Capital
Florida
$515K +$772 +20 +0.2%
PA
760
Parallel Advisors
California
$515K +$30.9K +800 +7%
APA
761
Astoria Portfolio Advisors
New York
$513K +$460K +11,930 New
WTC
762
WhitTier Trust Company
Nevada
$508K
BMA
763
Brooks Moore & Associates
Tennessee
$505K
NDSI
764
Newman Dignan & Sheerar Inc
Rhode Island
$505K +$46.3K +1,200 +11%
HI
765
Horizon Investments
North Carolina
$503K +$29.3K +760 +7%
GBT
766
Grove Bank & Trust
Florida
$500K
CW
767
CreativeOne Wealth
Kansas
$500K +$114K +2,950 +34%
AAMC
768
Asset Allocation & Management Company
Illinois
$495K +$444K +11,500 New
FL
769
Fort LP
Maryland
$492K +$442K +11,450 New
SSCA
770
South Shore Capital Advisors
Massachusetts
$489K +$438K +11,360 New
FMLI
771
Fukoku Mutual Life Insurance
Japan
$486K +$15.4K +400 +4%
ACM
772
Ategra Capital Management
Virginia
$482K
MIP
773
Marietta Investment Partners
Wisconsin
$480K -$5.02K -130 -1%
RWM
774
Ritholtz Wealth Management
New York
$475K +$50.9K +1,320 +14%
SWA
775
SFMG Wealth Advisors
Texas
$474K +$386 +10 +0.1%