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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1326
Parcion Private Wealth
Washington
$646K +$614K +4,382 New
American Century Companies
1327
American Century Companies
Missouri
$645K +$613K +4,374 New
EP
1328
Eudaimonia Partners
Tennessee
$644K +$611K +4,363 New
SC
1329
Searle & Co
Connecticut
$643K – – –
WPA
1330
Winning Points Advisors
Florida
$643K – – –
CGL
1331
Clarius Group LLC
Washington
$643K +$27.5K +196 +5%
ED
1332
Exane Derivatives
France
$641K -$676K -4,829 -53%
AWS
1333
Arkfeld Wealth Strategies
Nebraska
$641K +$653K +4,664 New
TF
1334
Tompkins Financial
New York
$639K -$32.6K -233 -5%
NPF
1335
Norris Perne & French
Michigan
$638K – – –
PCM
1336
Perkins Capital Management
Minnesota
$636K -$29.3K -209 -5%
CPO
1337
Cerity Partners OCIO
New York
$633K -$103K -732 -13%
MKC
1338
M. Kraus & Co
Vermont
$632K -$7.98K -57 -1%
TW
1339
Transform Wealth
Colorado
$628K -$50.7K -362 -8%
WEC
1340
Winslow Evans & Crocker
Massachusetts
$628K – – –
WW
1341
Westshore Wealth
California
$626K +$594K +4,242 New
SFSIG
1342
San Francisco Sentry Investment Group
California
$625K -$1.4K -10 -0.2%
RBA
1343
Richard Bernstein Advisors
New York
$625K – – –
FPFS
1344
First Personal Financial Services
North Carolina
$622K -$107K -767 -15%
DI
1345
Diligent Investors
California
$622K +$58.3K +416 +11%
IWM
1346
IHT Wealth Management
Illinois
$621K +$34.6K +247 +6%
CIAS
1347
Capital Investment Advisory Services
North Carolina
$621K +$176K +1,256 +43%
SAM
1348
SignalPoint Asset Management
Missouri
$618K -$9.94K -71 -2%
AMIM
1349
Aull & Monroe Investment Management
Alabama
$618K – – –
RIA
1350
Realta Investment Advisors
Delaware
$616K -$56.7K -405 -9%