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Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
826
Center For Asset Management
Florida
$286K +$46.5K +188 +22%
TMAM
827
Tokio Marine Asset Management
Japan
$283K -$49.8K -201 -16%
GWM
828
Geneos Wealth Management
Colorado
$283K +$30.7K +124 +13%
IMOV
829
Investment Management of Virginia
Virginia
$283K +$259K +1,048 New
B
830
Bailard
California
$282K -$85.2K -344 -25%
HDIM
831
Hanson & Doremus Investment Management
Vermont
$277K
GWSG
832
GPS Wealth Strategies Group
Colorado
$277K +$7.18K +29 +3%
SIM
833
Sentry Investment Management
Wisconsin
$276K +$47.8K +193 +23%
JCM
834
Jacobi Capital Management
Pennsylvania
$273K -$2.97K -12 -1%
AIA
835
Affinity Investment Advisors
California
$272K +$43.6K +176 +21%
BC
836
Bridgefront Capital
Texas
$272K +$250K +1,008 New
PFM
837
Parsec Financial Management
North Carolina
$271K
CYG
838
Clean Yield Group
Vermont
$270K
CGL
839
Clarius Group LLC
Washington
$269K +$16.8K +68 +7%
WA
840
Wealth Alliance
New York
$267K -$11.1K -45 -4%
ETM
841
Euclidean Technologies Management
Washington
$267K
CW
842
CreativeOne Wealth
Kansas
$266K +$10.9K +44 +5%
MGP
843
Metis Global Partners
California
$266K +$244K +984 New
ITIM
844
Indiana Trust & Investment Management
Indiana
$265K
MWM
845
Modera Wealth Management
New Jersey
$265K +$243K +980 New
Bank Julius Baer & Co
846
Bank Julius Baer & Co
Switzerland
$264K +$98K +396 +68%
CRC
847
Curi RMB Capital
Illinois
$263K -$4.21K -17 -2%
MOS
848
MGO One Seven
Ohio
$263K +$241K +974 New
Fiera Capital (Canada)
849
Fiera Capital (Canada)
Quebec, Canada
$260K -$4.21K -17 -2%
SWM
850
Stockman Wealth Management
Montana
$259K