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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2151
Salem Investment Counselors
North Carolina
$759K +$67.7K +148 +10%
QFA
2152
Quantum Financial Advisors
California
$759K +$20.6K +45 +3%
BBP
2153
Banco BTG Pactual
Brazil
$757K +$720K +1,575 New
CG
2154
Corundum Group
Colorado
$756K -$19.7K -43 -3%
WCM
2155
WealthBridge Capital Management
Ohio
$754K -$22.9K -50 -3%
LP
2156
LGL Partners
Pennsylvania
$753K +$34.7K +76 +5%
SCP
2157
Sivia Capital Partners
California
$751K +$4.57K +10 +0.6%
DMBA
2158
Deseret Mutual Benefit Administrators
Utah
$750K +$88.7K +194 +14%
BFW
2159
Brady Family Wealth
Missouri
$749K +$192K +420 +37%
AI
2160
Atom Investors
Texas
$748K +$15.1K +33 +2%
SB
2161
Sunflower Bank
Texas
$748K +$86.9K +190 +14%
TSWM
2162
Triangle Securities Wealth Management
North Carolina
$745K +$101K +222 +17%
WRPWM
2163
Werba Rubin Papier Wealth Management
California
$745K +$312K +683 +79%
AA
2164
Auxano Advisors
Washington
$744K +$227K +496 +47%
AFPL
2165
Advus Financial Partners, LLC
Florida
$741K +$42.1K +92 +6%
RMAM
2166
Raab & Moskowitz Asset Management
New Jersey
$734K -$4.57K -10 -0.7%
NRW
2167
Nova R Wealth
Kansas
$730K +$693K +1,515 New
PHAM
2168
Palisades Hudson Asset Management
Florida
$726K
FFA
2169
Florida Financial Advisors
Florida
$725K +$225K +493 +49%
FNT
2170
First Nebraska Trust
Nebraska
$724K
IDBONY
2171
Israel Discount Bank of New York
New York
$723K -$618K -1,352 -47%
PHWM
2172
Pine Harbor Wealth Management
Maryland
$723K -$15.1K -33 -2%
LCS
2173
Levin Capital Strategies
New York
$722K
GA
2174
Goldstein Advisors
Wisconsin
$720K +$914 +2 +0.1%
LFG
2175
Larson Financial Group
Missouri
$717K +$252K +552 +59%