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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2551
Patron Partners
Texas
$491K +$493K +1,799 New
SCM
2552
SOL Capital Management
Maryland
$488K -$297K -1,085 -38%
SGCA
2553
Steel Grove Capital Advisors
Tennessee
$487K +$57K +208 +13%
FC
2554
Fusion Capital
South Carolina
$486K -$25.2K -92 -5%
NFG
2555
NewFocus Financial Group
Washington
$486K -$9.6K -35 -2%
PA
2556
PSI Advisors
Florida
$486K +$21.7K +79 +5%
LIA
2557
LBMC Investment Advisors
Tennessee
$485K +$11.8K +43 +2%
VCM
2558
Versant Capital Management
Arizona
$484K -$27.4K -100 -5%
BIA
2559
Bigelow Investment Advisors
Maine
$484K +$28.2K +103 +6%
MIP
2560
Marietta Investment Partners
Wisconsin
$483K -$49.3K -180 -9%
AA
2561
Argent Advisors
Louisiana
$483K +$54.3K +198 +13%
RWI
2562
Red Wave Investments
Pennsylvania
$483K +$485K +1,768 New
PWC
2563
PYA Waltman Capital
Tennessee
$482K – – –
QC
2564
QCM Cayman
Texas
$482K +$265K +965 +121%
Capital Advisors Inc
2565
Capital Advisors Inc
Oklahoma
$481K -$13.2K -48 -3%
CA
2566
Capital Advantage
California
$479K – – –
VCM
2567
Vision Capital Management
Oregon
$479K +$24.7K +90 +5%
TF
2568
Tompkins Financial
New York
$478K +$27.1K +99 +6%
SCA
2569
Sage Capital Advisors
South Dakota
$477K -$20.6K -75 -4%
AO
2570
Advisor OS
Illinois
$477K +$478K +1,745 New
CFD
2571
Creative Financial Designs
Indiana
$476K -$10.4K -38 -2%
FCM
2572
Fortis Capital Management
Washington
$476K +$56.2K +205 +13%
HIP
2573
Harrell Investment Partners
Texas
$474K -$27.7K -101 -6%
WA
2574
WealthTrust Axiom
Pennsylvania
$474K -$17.8K -65 -4%
MFW
2575
Mosaic Family Wealth
Missouri
$474K – – –