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Name Holding Trade Value Shares
Change
Change in
Stake
BW
976
Basepoint Wealth
Iowa
$956 +$881 +50 New
AP
977
Aspect Partners
Virginia
$898 +$18 +1 +2%
IWM
978
IMG Wealth Management
Florida
$898 +$70 +4 +9%
EWM
979
Evolution Wealth Management
Florida
$841 +$775 +44 New
TF
980
Tompkins Financial
New York
$764 -$705 -40 -50%
SNBOSCI
981
Security National Bank of Sioux City Iowa
Iowa
$688 +$634 +36 New
SIM
982
Synergy Investment Management
Florida
$669 -$1.41K -80 -70%
RS
983
Rakuten Securities
Japan
$612 -$3.17K -180 -85%
BIM
984
Breakwater Investment Management
Washington
$593 – – –
DF
985
DecisionPoint Financial
Arizona
$484 -$211 -12 -32%
DF
986
Dunhill Financial
United Kingdom
$476 +$352 +20 +500%
WPA
987
West Paces Advisors
Georgia
$420 +$388 +22 New
SA
988
Seneschal Advisors
Washington
$402 +$18 +1 +5%
SWP
989
Strategic Wealth Partners
Ohio
$401 -$987 -56 -73%
Kayne Anderson Rudnick Investment Management
990
Kayne Anderson Rudnick Investment Management
California
$401 +$352 +20 +2,000%
BCV
991
Banque Cantonale Vaudoise
Switzerland
$387 -$731K -41,476 -67%
MWM
992
Mosley Wealth Management
California
$382 +$352 +20 New
UCB
993
United Community Bank
South Carolina
$363 -$27.9K -1,584 -99%
CFM
994
Compass Financial Management
Florida
$363 +$335 +19 New
CCWM
995
Cassaday & Co Wealth Management
Virginia
$325 -$3.72K -211 -93%
CI
996
Cordant Inc
Oregon
$276 +$247 +14 New
T
997
Tidemark
California
$229 – – –
HHGA
998
Halbert Hargrove Global Advisors
California
$196 +$176 +10 New
3FI
999
3 Factor Indexing
California
$192 – – –
CPBTD
1000
Central Pacific Bank - Trust Division
Hawaii
$191 +$176 +10 New