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Name Holding Trade Value Shares
Change
Change in
Stake
BP
526
Ballentine Partners
Massachusetts
$410K +$3.88K +82 +1%
RPWA
527
Regent Peak Wealth Advisors
Georgia
$410K +$710 +15 +0.2%
RFM
528
Royal Fund Management
Florida
$406K -$3.22M -68,000 -89%
AAS
529
Annex Advisory Services
Wisconsin
$403K +$1.85K +39 +0.5%
CAG
530
Csenge Advisory Group
Florida
$397K +$22.8K +482 +6%
3IP
531
3Chopt Investment Partners
Virginia
$396K +$2.46K +52 +0.6%
HKIMG
532
Hutchens & Kramer Investment Management Group
Indiana
$393K +$9.46K +200 +2%
CCM
533
Coldstream Capital Management
Washington
$390K +$15.8K +333 +4%
ECM
534
Everence Capital Management
Indiana
$385K
S
535
SignatureFD
Georgia
$384K +$30.5K +644 +9%
LK
536
Lumbard & Kellner
New Hampshire
$380K
MCWS
537
McKinley Carter Wealth Services
West Virginia
$377K +$946 +20 +0.3%
SC
538
Sapient Capital
Indiana
$377K +$521 +11 +0.1%
MFIM
539
Mesirow Financial Investment Management
Illinois
$376K +$757 +16 +0.2%
SAM
540
Sagewood Asset Management
New York
$376K +$37.4K +791 +11%
PCP
541
Proficio Capital Partners
Massachusetts
$375K +$374K +7,893 New
NW
542
NewEdge Wealth
Pennsylvania
$373K +$14.1K +299 +4%
IWM
543
IHT Wealth Management
Illinois
$370K -$20.5K -433 -5%
SFP
544
Shepherd Financial Partners
Massachusetts
$368K +$852 +18 +0.2%
CIA
545
Capital Investment Advisors
Georgia
$367K -$19.6K -415 -5%
BJL
546
Brighton Jones LLC
Washington
$366K +$40.5K +856 +13%
MC
547
Moors & Cabot
Massachusetts
$363K -$71K -1,500 -16%
RFC
548
Regions Financial Corp
Alabama
$362K +$3.69K +78 +1%
V
549
VeraBank
Texas
$361K -$281K -5,928 -44%
SC
550
Syon Capital
California
$359K +$63.7K +1,347 +22%