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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
826
Windsor Wealth Management
Indiana
$291K -$1.24K -5 -0.4%
LPIC
827
LeJeune Puetz Investment Counsel
Michigan
$291K – – –
HH
828
HWG Holdings
Texas
$291K +$267K +1,077 New
FQ
829
First Quadrant
California
$288K – – –
CS
830
Cannell & Spears
New York
$286K – – –
CFAM
831
Center For Asset Management
Florida
$286K +$46.5K +188 +22%
TMAM
832
Tokio Marine Asset Management
Japan
$283K -$49.8K -201 -16%
GWM
833
Geneos Wealth Management
Colorado
$283K +$30.7K +124 +13%
IMOV
834
Investment Management of Virginia
Virginia
$283K +$259K +1,048 New
B
835
Bailard
California
$282K -$85.2K -344 -25%
HDIM
836
Hanson & Doremus Investment Management
Vermont
$277K – – –
GWSG
837
GPS Wealth Strategies Group
Colorado
$277K +$7.18K +29 +3%
SIM
838
Sentry Investment Management
Wisconsin
$276K +$47.8K +193 +23%
JCM
839
Jacobi Capital Management
Pennsylvania
$273K -$2.97K -12 -1%
AIA
840
Affinity Investment Advisors
California
$272K +$43.6K +176 +21%
BC
841
Bridgefront Capital
Texas
$272K +$250K +1,008 New
PFM
842
Parsec Financial Management
North Carolina
$271K – – –
CYG
843
Clean Yield Group
Vermont
$270K – – –
CGL
844
Clarius Group LLC
Washington
$269K +$16.8K +68 +7%
WA
845
Wealth Alliance
New York
$267K -$11.1K -45 -4%
ETM
846
Euclidean Technologies Management
Washington
$267K – – –
CW
847
CreativeOne Wealth
Kansas
$266K +$10.9K +44 +5%
MGP
848
Metis Global Partners
California
$266K +$244K +984 New
ITIM
849
Indiana Trust & Investment Management
Indiana
$265K – – –
MWM
850
Modera Wealth Management
New Jersey
$265K +$243K +980 New