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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1451
Laraway Financial Advisors
Minnesota
$356K +$154 +1 +0%
CPA
1452
Capital Performance Advisors
California
$355K +$16.8K +109 +5%
GIA
1453
GHP Investment Advisors
Colorado
$354K
PFA
1454
Plotkin Financial Advisors
Maryland
$354K
WSCM
1455
Wellington Shields Capital Management
New York
$353K
BAAM
1456
Baker Avenue Asset Management
California
$353K -$13.7K -89 -4%
HBT
1457
Hills Bank & Trust
Iowa
$353K
BP
1458
BBR Partners
New York
$353K +$154 +1 +0%
HAS
1459
HBW Advisory Services
California
$352K -$26.7K -173 -7%
PWM
1460
Paulson Wealth Management
Illinois
$352K -$28.5K -185 -8%
RWM
1461
RKL Wealth Management
Pennsylvania
$351K
WA
1462
Waddell & Associates
Tennessee
$350K +$42.4K +275 +14%
AC
1463
AlphaCore Capital
California
$350K +$145K +938 +71%
MGIA
1464
Matthew Goff Investment Advisor
Texas
$349K
KAS
1465
KPP Advisory Services
Kentucky
$349K -$617 -4 -0.2%
DOA
1466
D'Orazio & Associates
Virginia
$349K -$14.3K -93 -4%
RG
1467
Renaissance Group
Kentucky
$349K +$7.86K +51 +2%
TBA
1468
Tower Bridge Advisors
Pennsylvania
$348K +$15.4K +100 +5%
BCM
1469
Boltwood Capital Management
California
$347K +$1.54K +10 +0.4%
IC
1470
Inscription Capital
Texas
$347K +$35.3K +229 +11%
CPA
1471
Cardiff Park Advisors
California
$345K -$154 -1 -0%
WHG
1472
Westwood Holdings Group
Texas
$344K
MCM
1473
MV Capital Management
Maryland
$344K +$308 +2 +0.1%
HCM
1474
Hall Capital Management
Rhode Island
$343K
PHIC
1475
Pine Haven Investment Counsel
Massachusetts
$343K -$2.31K -15 -0.7%