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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
926
Brighton Jones LLC
Washington
$366K +$54.2K +1,130 +16%
SIM
927
Sentry Investment Management
Wisconsin
$364K +$381K +7,940 New
TAM
928
Tocqueville Asset Management
New York
$363K +$14.9K +310 +4%
QCG
929
Quadrant Capital Group
Ohio
$360K +$53.2K +1,110 +16%
MAM
930
McLean Asset Management
Virginia
$358K -$480 -10 -0.1%
CFO
931
CVA Family Office
Colorado
$355K – – –
VBCG
932
Valley Brook Capital Group
Pennsylvania
$355K – – –
NAM
933
NorthCrest Asset Manangement
Minnesota
$352K +$41.2K +860 +13%
MOS
934
MGO One Seven
Ohio
$352K +$89.2K +1,860 +32%
CA
935
CoreCap Advisors
Michigan
$350K +$366K +7,630 New
AAS
936
Annex Advisory Services
Wisconsin
$349K +$23K +480 +7%
GWM
937
Greenwich Wealth Management
Connecticut
$346K +$134K +2,800 +59%
VT
938
Vise Technologies
New York
$344K -$25.9K -540 -7%
PWPS
939
Pinnacle Wealth Planning Services
Ohio
$343K -$480 -10 -0.1%
FCA
940
FLC Capital Advisors
California
$343K – – –
TIMH
941
Tilt Investment Management Holdings
New York
$340K – – –
ECM
942
Evergreen Capital Management
Washington
$339K -$14.4K -300 -4%
JIC
943
Joel Isaacson & Co
New York
$337K – – –
ICP
944
Interchange Capital Partners
Pennsylvania
$337K -$10.6K -220 -3%
PA
945
Procyon Advisors
Connecticut
$337K +$352K +7,340 New
BAM
946
Berkshire Asset Management
Pennsylvania
$336K – – –
TWA
947
Tandem Wealth Advisors
Arizona
$336K +$6.24K +130 +2%
VFA
948
Valeo Financial Advisors
Indiana
$336K +$16.8K +350 +5%
BMA
949
Brooks Moore & Associates
Tennessee
$333K – – –
FWP
950
FAS Wealth Partners
Kansas
$333K – – –