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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1726
AA Financial Advisors
Ohio
$1.18M +$57.8K +190 +5%
GIM
1727
Goelzer Investment Management
Indiana
$1.17M +$25.6K +84 +2%
CFP
1728
Catalyst Financial Partners
Massachusetts
$1.17M +$46.6K +153 +4%
CA
1729
Continuum Advisory
Idaho
$1.17M -$123K -403 -9%
AWM
1730
Angeles Wealth Management
California
$1.16M -$7.91K -26 -0.7%
SIC
1731
Sterling Investment Counsel
New York
$1.16M +$483K +1,586 +71%
BO
1732
Bank OZK
Arkansas
$1.16M -$179K -588 -13%
AA
1733
Armis Advisers
Georgia
$1.16M +$252K +829 +27%
GCA
1734
Genesee Capital Advisors
New York
$1.16M +$6.39K +21 +0.6%
KFC
1735
Klingenstein Fields & Co
New York
$1.16M -$42K -138 -4%
LIM
1736
Longfellow Investment Management
Massachusetts
$1.16M +$372K +1,221 +47%
FFG
1737
Frisch Financial Group
New York
$1.15M -$6.39K -21 -0.5%
EGM
1738
Engineers Gate Manager
New York
$1.15M -$27.7M -90,858 -96%
NFA
1739
Northern Financial Advisors
Michigan
$1.15M +$85.8K +282 +8%
MCM
1740
MV Capital Management
Maryland
$1.15M +$304 +1 +0%
DA
1741
Dover Advisors
Virginia
$1.15M -$13.7K -45 -1%
WMA
1742
West Michigan Advisors
Michigan
$1.15M +$115K +377 +11%
CFG
1743
Chapman Financial Group
Hawaii
$1.15M +$304K +1,000 +36%
BAM
1744
Blueshift Asset Management
New Jersey
$1.14M +$281K +923 +33%
OFS
1745
OneAscent Financial Services
Alabama
$1.14M -$54.2K -178 -5%
SEA
1746
Stegent Equity Advisors
Texas
$1.13M +$555K +1,822 +95%
MAWA
1747
Moss Adams Wealth Advisors
Washington
$1.13M +$3.04K +10 +0.3%
WTB
1748
Washington Trust Bank
Washington
$1.13M -$543K -1,785 -32%
CPA
1749
Cardiff Park Advisors
California
$1.13M +$30.7K +101 +3%
BFPW
1750
BOK Financial Private Wealth
Colorado
$1.13M -$1.04M -3,405 -48%