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Name Holding Trade Value Shares
Change
Change in
Stake
UR
1251
USCA RIA
Texas
$472K +$128K +954 +35%
SFM
1252
Signature Financial Management
Virginia
$470K +$536 +4 +0.1%
CPO
1253
Cerity Partners OCIO
New York
$468K -$749K -5,582 -61%
CM
1254
Capital Management
Virginia
$467K +$8.18K +61 +2%
AAS
1255
Annex Advisory Services
Wisconsin
$467K +$120K +897 +33%
SBWM
1256
Sunflower Bank Wealth Management
Arizona
$465K – – –
BWAM
1257
Boyd Watterson Asset Management
Ohio
$461K -$8.05K -60 -2%
BIAS
1258
Beacon Investment Advisory Services
New Jersey
$461K +$480K +3,576 New
VanEck Associates
1259
VanEck Associates
New York
$460K +$137K +1,021 +40%
FANJ
1260
Financial Architects (New Jersey)
New Jersey
$453K +$8.58K +64 +2%
TCM
1261
TD Capital Management
Tennessee
$452K – – –
BCM
1262
Beddow Capital Management
Wyoming
$451K – – –
PCM
1263
Perkins Capital Management
Minnesota
$451K – – –
BAM
1264
Burnham Asset Management
New York
$447K – – –
JMFC
1265
J.M. Forbes & Co
Massachusetts
$447K +$3.22K +24 +0.7%
PMG
1266
ProVise Management Group
Florida
$446K -$41.8K -312 -8%
BCM
1267
Boltwood Capital Management
California
$446K -$10.7K -80 -2%
FLPIM
1268
F.L. Putnam Investment Management
Massachusetts
$446K -$3.49K -26 -0.7%
AR
1269
Advisory Research
Illinois
$445K -$681K -5,081 -60%
HCM
1270
Harvest Capital Management
New Hampshire
$445K -$58.5K -436 -11%
SCA
1271
Sippican Capital Advisors
Massachusetts
$443K – – –
SRCM
1272
Swift Run Capital Management
Virginia
$442K – – –
PIA
1273
Peachtree Investment Advisors
Georgia
$440K -$16K -119 -3%
CA
1274
Cambridge Advisors
Nebraska
$440K – – –
BW
1275
Bison Wealth
Georgia
$437K +$9.66K +72 +2%