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Name Holding Trade Value Shares
Change
Change in
Stake
VT
826
Vise Technologies
New York
$324K -$37K -990 -10%
OWM
827
OneAscent Wealth Management
Alabama
$322K +$329K +8,800 New
DSC
828
Duncker Streett & Co
Missouri
$321K – – –
CAC
829
Core Alternative Capital
Georgia
$321K +$325K +8,680 +8,680%
BMA
830
Brooks Moore & Associates
Tennessee
$320K -$112K -3,000 -26%
ACP
831
Ashfield Capital Partners
California
$318K – – –
FRM
832
Fox Run Management
Connecticut
$314K +$81.9K +2,190 +34%
AWM
833
Alterna Wealth Management
Texas
$313K +$97.6K +2,610 +44%
TA
834
TFG Advisers
Michigan
$308K +$86K +2,300 +38%
CMS
835
Capital Market Strategies
Florida
$307K +$313K +8,380 New
AAM
836
Auxier Asset Management
Oregon
$306K – – –
JSW
837
Journey Strategic Wealth
New Jersey
$306K +$3.37K +90 +1%
BDF
838
Balasa Dinverno & Foltz
$306K +$11.6K +310 +4%
TCOT
839
Trust Company of Toledo
Ohio
$306K +$72.9K +1,950 +30%
MWM
840
Meridian Wealth Management
Kentucky
$303K -$10.1K -270 -3%
GC
841
Globeflex Capital
California
$301K – – –
SC
842
Savant Capital
Illinois
$301K +$21.3K +570 +7%
PVH
843
Psagot Value Holdings
Israel
$297K – – –
SI
844
Shaker Investments
Ohio
$297K – – –
FAM
845
Flaharty Asset Management
Florida
$295K -$19.8K -530 -6%
CAIMH
846
Central Asset Investments & Management Holdings
Hong Kong
$295K – – –
EWM
847
Evercore Wealth Management
New York
$294K -$748 -20 -0.2%
PP
848
PDT Partners
New York
$293K -$524K -14,000 -64%
HSA
849
HBK Sorce Advisory
Pennsylvania
$293K -$32.9K -880 -10%
VBCG
850
Valley Brook Capital Group
Pennsylvania
$292K – – –