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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
926
Sentry Investment Management
Wisconsin
$364K +$381K +7,940 New
TAM
927
Tocqueville Asset Management
New York
$363K +$14.9K +310 +4%
QCG
928
Quadrant Capital Group
Ohio
$360K +$53.2K +1,110 +16%
MAM
929
McLean Asset Management
Virginia
$358K -$480 -10 -0.1%
CFO
930
CVA Family Office
Colorado
$355K
VBCG
931
Valley Brook Capital Group
Pennsylvania
$355K
NAM
932
NorthCrest Asset Manangement
Minnesota
$352K +$41.2K +860 +13%
MOS
933
MGO One Seven
Ohio
$352K +$89.2K +1,860 +32%
CA
934
CoreCap Advisors
Michigan
$350K +$366K +7,630 New
AAS
935
Annex Advisory Services
Wisconsin
$349K +$23K +480 +7%
GWM
936
Greenwich Wealth Management
Connecticut
$346K +$134K +2,800 +59%
VT
937
Vise Technologies
New York
$344K -$25.9K -540 -7%
PWPS
938
Pinnacle Wealth Planning Services
Ohio
$343K -$480 -10 -0.1%
FCA
939
FLC Capital Advisors
California
$343K
TIMH
940
Tilt Investment Management Holdings
New York
$340K
ECM
941
Evergreen Capital Management
Washington
$339K -$14.4K -300 -4%
JIC
942
Joel Isaacson & Co
New York
$337K
ICP
943
Interchange Capital Partners
Pennsylvania
$337K -$10.6K -220 -3%
PA
944
Procyon Advisors
Connecticut
$337K +$352K +7,340 New
BAM
945
Berkshire Asset Management
Pennsylvania
$336K
TWA
946
Tandem Wealth Advisors
Arizona
$336K +$6.24K +130 +2%
VFA
947
Valeo Financial Advisors
Indiana
$336K +$16.8K +350 +5%
BMA
948
Brooks Moore & Associates
Tennessee
$333K
FWP
949
FAS Wealth Partners
Kansas
$333K
FFM
950
Forum Financial Management
Illinois
$333K