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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
876
Shelton Wealth Management
Texas
$216K +$346 +10 +0.1%
FWP
877
FAS Wealth Partners
Kansas
$215K – – –
FCA
878
FLC Capital Advisors
California
$215K +$246K +7,110 New
QC
879
QCM Cayman
Texas
$214K +$245K +7,060 New
TCA
880
Transcend Capital Advisors
New Jersey
$214K +$245K +7,080 New
OWM
881
OneAscent Wealth Management
Alabama
$212K -$80.7K -2,330 -25%
ACA
882
Affinity Capital Advisors
California
$212K – – –
VWM
883
Valley Wealth Managers
New Jersey
$209K – – –
FC
884
Forte Capital
New York
$209K +$16.6K +480 +7%
SIA
885
Sit Investment Associates
Minnesota
$206K -$897K -25,900 -79%
S
886
Seeyond
France
$206K -$11.4K -330 -5%
PA
887
Probity Advisors
Texas
$205K +$6.58K +190 +3%
TIA
888
Tiemann Investment Advisors
California
$200K – – –
WWM
889
Wolff Wiese Magana
California
$194K -$693 -20 -0.3%
EWA
890
EverSource Wealth Advisors
Alabama
$192K -$17K -490 -7%
PTC
891
Private Trust Company
Ohio
$192K -$4.85K -140 -2%
DSC
892
Duncker Streett & Co
Missouri
$189K -$88K -2,540 -29%
TCOV
893
Trust Company of Vermont
Vermont
$184K +$19.4K +560 +10%
PVH
894
Psagot Value Holdings
Israel
$182K -$58.9K -1,700 -22%
WAS
895
Winch Advisory Services
Wisconsin
$182K – – –
FF
896
FourThought Financial
Florida
$176K +$130K +3,750 +183%
UCB
897
United Community Bank
South Carolina
$168K +$24.2K +700 +14%
AA
898
AlphaMark Advisors
Kentucky
$165K – – –
SSG
899
Summit Securities Group
New York
$164K +$188K +5,420 New
NICM
900
Neo Ivy Capital Management
New York
$159K +$182K +5,260 New