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Name Holding Trade Value Shares
Change
Change in
Stake
Arkadios Wealth Advisors
651
Arkadios Wealth Advisors
Georgia
$923K +$580K +9,147 +204%
ACM
652
Aurdan Capital Management
Pennsylvania
$921K – – –
Venture Visionary Partners
653
Venture Visionary Partners
Ohio
$912K -$61.4K -969 -7%
CIC
654
Cornercap Investment Counsel
Georgia
$910K -$10.1K -160 -1%
Voleon Capital Management
655
Voleon Capital Management
California
$906K +$848K +13,379 New
Harvest Fund Management
656
Harvest Fund Management
China
$902K -$1.66M -26,223 -66%
TFS
657
Thoroughbred Financial Services
Tennessee
$884K -$1.58K -25 -0.2%
TCM
658
Traynor Capital Management
Pennsylvania
$883K +$109K +1,716 +15%
ACM
659
Alta Capital Management
Utah
$883K +$2.09K +33 +0.3%
Everett Harris & Co
660
Everett Harris & Co
California
$880K – – –
AB
661
Atlas Brown
Kentucky
$880K +$63 +1 +0%
SFA
662
Souders Financial Advisors
Ohio
$874K -$951 -15 -0.1%
UFF
663
USA Financial Formulas
Michigan
$870K +$815K +12,860 New
WCM
664
Washington Capital Management
Washington
$870K – – –
Bleakley Financial Group
665
Bleakley Financial Group
New Jersey
$870K +$52.3K +825 +7%
HighPoint Advisor Group
666
HighPoint Advisor Group
Illinois
$867K -$59.1K -932 -7%
SCM
667
Seascape Capital Management
New Hampshire
$860K -$39.5K -623 -5%
EP Wealth Advisors
668
EP Wealth Advisors
California
$859K -$51.5K -812 -6%
Bessemer Group
669
Bessemer Group
New Jersey
$850K +$13.5K +213 +2%
SCP
670
Stamos Capital Partners
California
$845K -$492K -7,768 -38%
OFS
671
OneAscent Financial Services
Alabama
$840K +$427K +6,744 +120%
NSIM
672
North Star Investment Management
Illinois
$835K +$3.61K +57 +0.5%
CIM
673
Contravisory Investment Management
Massachusetts
$835K +$260K +4,101 +50%
Park National Corp
674
Park National Corp
Ohio
$835K -$128K -2,012 -14%
CL
675
CVFG LLC
Indiana
$816K +$458K +7,221 +149%