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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1776
Apollon Wealth Management
South Carolina
$228K +$138K +502 +149%
CRWM
1777
Castle Rock Wealth Management
California
$227K -$286K -1,039 -56%
VCM
1778
Versant Capital Management
Arizona
$227K -$23.4K -85 -9%
PFM
1779
Parsec Financial Management
North Carolina
$226K -$19.8K -72 -8%
FPFS
1780
First Personal Financial Services
North Carolina
$225K -$551 -2 -0.2%
BCP
1781
Berkeley Capital Partners
Georgia
$224K +$227K +825 New
WC
1782
Whitnell & Co
Illinois
$224K +$227K +825 New
CCFM
1783
Clear Creek Financial Management
Washington
$223K -$20.7K -75 -9%
MPIA
1784
Mountain Pacific Investment Advisers
Idaho
$223K
CHA
1785
Carmichael Hill & Associates
Maryland
$222K -$67.5K -245 -23%
ODG
1786
O'Dell Group
Ohio
$221K +$276 +1 +0.1%
FMW
1787
Farr Miller & Washington
District of Columbia
$221K +$225K +815 New
MWM
1788
Modera Wealth Management
New Jersey
$219K
OWM
1789
Orgel Wealth Management
Wisconsin
$218K
RIM
1790
Redwood Investment Management
Arizona
$218K
BCM
1791
Bridgeway Capital Management
Texas
$217K
PL
1792
Perpetual Ltd
Australia
$217K
SSG
1793
Summit Securities Group
New York
$217K +$220K +800 New
CWM
1794
CCG Wealth Management
California
$216K +$219K +796 New
WI
1795
Wintrust Investments
Illinois
$215K -$38.6K -140 -15%
AWE
1796
Avidian Wealth Enterprises
Texas
$215K +$218K +792 New
TIP
1797
Torray Investment Partners
Maryland
$214K -$1.93K -7 -0.9%
Edgewood Management
1798
Edgewood Management
Connecticut
$214K
FIB
1799
First Interstate Bank
Montana
$214K +$1.65K +6 +0.8%
VRM
1800
Vectors Research Management
New York
$213K -$16.5K -60 -7%