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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
801
HighPoint Advisor Group
Illinois
$319K +$366K +10,880 New
WSTAM
802
Wilbanks Smith & Thomas Asset Management
Virginia
$315K +$49.8K +1,480 +18%
BPA
803
Beacon Pointe Advisors
California
$314K -$199K -5,920 -38%
CG
804
Caprock Group
Idaho
$314K -$92.8K -2,760 -22%
GBT
805
Grove Bank & Trust
Florida
$312K -$111K -3,300 -25%
WCM
806
Whitener Capital Management
North Carolina
$311K -$126K -3,750 -28%
TA
807
TFG Advisers
Michigan
$311K +$44.7K +1,330 +16%
ZCA
808
Zeke Capital Advisors
Pennsylvania
$309K +$126K +3,760 +63%
BCM
809
Bayesian Capital Management
New York
$309K +$325K +9,670 New
MIS
810
Morningstar Investment Services
Illinois
$307K +$21.2K +630 +7%
KIC
811
Keating Investment Counselors
Florida
$306K -$114K -3,400 -26%
MCA
812
MSH Capital Advisors
Arizona
$304K +$20.8K +620 +7%
NFC
813
Northeast Financial Consultants
Connecticut
$303K -$10.8K -320 -3%
FSA
814
Fort Sheridan Advisors
Illinois
$301K – – –
AG
815
Ascent Group
Virginia
$300K -$143K -4,260 -35%
M
816
MOTCO
Texas
$300K -$1.34K -40 -0.4%
MGAM
817
McGowan Group Asset Management
Texas
$300K – – –
GCP
818
GSA Capital Partners
United Kingdom
$300K +$316K +9,400 New
BCP
819
Blue Chip Partners
Michigan
$299K +$16.1K +480 +5%
SG
820
Swarthmore Group
Pennsylvania
$298K -$4.62M -137,500 -94%
CBFP
821
Cedar Brook Financial Partners
Ohio
$298K -$42.4K -1,260 -12%
OWM
822
OneAscent Wealth Management
Alabama
$298K +$18.2K +540 +6%
QCG
823
Quadrant Capital Group
Ohio
$298K +$59.5K +1,770 +23%
TCOT
824
Trust Company of Toledo
Ohio
$297K +$31.9K +950 +11%
SCM
825
Silvant Capital Management
Georgia
$295K – – –