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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1301
Capital Asset Advisory Services
Michigan
$689K +$28.8K +450 +4%
NFG
1302
Nadler Financial Group
Illinois
$686K -$63.9K -1,000 -8%
BFA
1303
Beaumont Financial Advisors
Massachusetts
$684K +$1.92K +30 +0.3%
PHIC
1304
Pine Haven Investment Counsel
Massachusetts
$684K +$725K +11,350 New
CSA
1305
Cottage Street Advisors
Massachusetts
$683K -$79.9K -1,250 -10%
MGIM
1306
M&G Investment Management
United Kingdom
$682K -$26.1M -407,880 -97%
VWA
1307
Visionary Wealth Advisors
Illinois
$682K +$106K +1,660 +17%
SWA
1308
Stratos Wealth Advisors
Ohio
$680K +$133K +2,080 +23%
CAC
1309
Certified Advisory Corp
Florida
$679K +$5.11K +80 +0.7%
RPWA
1310
Regent Peak Wealth Advisors
Georgia
$678K -$34.5K -540 -5%
HPWM
1311
Highland Private Wealth Management
Washington
$677K +$29.4K +460 +4%
CCA
1312
Childress Capital Advisors
Texas
$673K +$216K +3,380 +43%
RRA
1313
Round Rock Advisors
Connecticut
$668K +$91.4K +1,430 +15%
QTM
1314
qPULA Trading Management
New York
$663K +$703K +11,000 New
EFSCE
1315
Enterprise Financial Services Corp (EFSC)
Missouri
$661K -$206K -3,220 -23%
WDC
1316
Woodward Diversified Capital
California
$661K +$3.19K +50 +0.5%
SMC
1317
Smith, Moore & Co
Missouri
$661K +$7.67K +120 +1%
ASBI
1318
American State Bank (Iowa)
Iowa
$661K -$54.3K -850 -7%
FPAS
1319
Focus Partners Advisor Solutions
Missouri
$660K +$699K +10,940 New
ACM
1320
Allred Capital Management
Texas
$658K +$14.1K +220 +2%
IPAM
1321
ICICI Prudential Asset Management
India
$658K +$698K +10,930 New
AWA
1322
Arete Wealth Advisors
Illinois
$654K -$1.15M -17,960 -62%
IIC
1323
Integrated Investment Consultants
Michigan
$654K +$24.3K +380 +4%
WAM
1324
Weiss Asset Management
Massachusetts
$651K +$690K +10,800 New
AGM
1325
Alpine Global Management
New York
$649K +$688K +10,770 New