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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
901
Sentry Investment Management
Wisconsin
$323K -$24.3K -339 -7%
BP
902
Ballentine Partners
Massachusetts
$321K +$43.8K +611 +16%
DSC
903
Duncker Streett & Co
Missouri
$320K -$6.88K -96 -2%
CI
904
CX Institutional
Indiana
$316K +$313K +4,366 New
GIA
905
Gateway Investment Advisers
Ohio
$316K +$71.8K +1,003 +30%
SCM
906
Shelton Capital Management
Colorado
$316K -$71.6K -1,000 -19%
STA
907
Summit Trail Advisors
New York
$316K -$11.2K -157 -3%
CCA
908
Cobblestone Capital Advisors
New York
$315K – – –
APWM
909
Argonautica Private Wealth Management
Massachusetts
$315K +$312K +4,353 New
BAM
910
Bosun Asset Management
Illinois
$310K -$15.2K -212 -5%
PFPT
911
Pinnacle Financial Partners (Tennessee)
Tennessee
$310K -$15.9K -222 -5%
VT
912
Vise Technologies
New York
$308K -$36.3K -507 -11%
TFM
913
TFC Financial Management
Massachusetts
$308K – – –
SIA
914
Schechter Investment Advisors
Michigan
$306K +$21.6K +301 +8%
UF
915
Univest Financial
Pennsylvania
$305K -$61.3K -856 -17%
GLLW
916
Graves Light Lenhart Wealth
Virginia
$305K – – –
CFAM
917
Center For Asset Management
Florida
$305K +$301K +4,208 New
SWM
918
Scissortail Wealth Management
Oklahoma
$303K +$303K +4,237 New
MAM
919
MMA Asset Management
Pennsylvania
$302K -$34.4K -480 -10%
FAIM
920
Financial Advocates Investment Management
Washington
$302K +$34.2K +477 +13%
ZCA
921
Zeke Capital Advisors
Pennsylvania
$302K +$299K +4,169 New
RCA
922
Resonant Capital Advisors
Wisconsin
$301K +$298K +4,160 New
BWP
923
BSW Wealth Partners
Colorado
$299K +$13.7K +191 +5%
CFP
924
Catalyst Financial Partners
Massachusetts
$298K +$295K +4,124 New
AWE
925
Avidian Wealth Enterprises
Texas
$298K -$4.58K -64 -2%