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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
726
Bradley Foster & Sargent
Connecticut
$393K
AWM
727
AE Wealth Management
Kansas
$392K +$126K +399 +55%
CPW
728
Crestmont Private Wealth
Texas
$392K +$35.2K +111 +11%
DFCM
729
Dark Forest Capital Management
Puerto Rico
$391K +$356K +1,124 New
PAMG
730
Patton Albertson Miller Group
Tennessee
$385K
CSI
731
Cross Staff Investments
New York
$382K +$31.7K +100 +10%
SIM
732
Sentry Investment Management
Wisconsin
$382K
RRC
733
Relaxing Retirement Coach
Massachusetts
$378K
STA
734
Summit Trail Advisors
New York
$378K +$345K +1,087 New
BTI
735
Blue Trust Inc
Georgia
$376K +$294K +927 +308%
BJL
736
Brighton Jones LLC
Washington
$375K +$11.7K +37 +4%
CSIC
737
Clifford Swan Investment Counsel
California
$375K +$109K +345 +47%
SFO
738
Stokes Family Office
Louisiana
$373K -$5.39K -17 -2%
SF
739
Summit Financial
New Jersey
$368K +$72.3K +228 +27%
CA
740
Cornerstone Advisory
Maryland
$367K +$1.27K +4 +0.4%
CIC
741
Carnegie Investment Counsel
Ohio
$363K
HCM
742
Howland Capital Management
Massachusetts
$363K -$1.58K -5 -0.5%
BP
743
Broadleaf Partners
Ohio
$362K
RA
744
RFG Advisory
Alabama
$361K -$317 -1 -0.1%
AWA
745
Aaron Wealth Advisors
Illinois
$360K +$87.8K +277 +36%
MAG
746
Mayfair Advisory Group
Alabama
$357K +$111K +350 +50%
MGIA
747
Moneta Group Investment Advisors
Missouri
$356K +$325K +1,024 New
SWA
748
Stratos Wealth Advisors
Ohio
$354K
Lido Advisors
749
Lido Advisors
California
$354K -$174K -548 -35%
BCM
750
Boltwood Capital Management
California
$353K +$4.75K +15 +2%