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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1526
Aigen Investment Management
New York
$675K +$588K +4,367 New
NSIM
1527
North Star Investment Management
Illinois
$673K -$94.7K -704 -14%
CIM
1528
CIM Investment Management
Pennsylvania
$673K -$11K -82 -2%
IP
1529
Investment Partners
Ohio
$672K +$538 +4 +0.1%
GA
1530
GoalVest Advisory
New York
$671K +$585K +4,345 New
CA
1531
Claro Advisors
Massachusetts
$668K +$12.8K +95 +2%
Dynamic Advisor Solutions
1532
Dynamic Advisor Solutions
Arizona
$667K +$217K +1,616 +60%
RIA
1533
Realta Investment Advisors
Delaware
$666K +$79.1K +588 +16%
TGAM
1534
TBH Global Asset Management
Tennessee
$665K +$135 +1 +0%
BC
1535
Bridgefront Capital
Texas
$662K +$577K +4,284 New
NL
1536
NKCFO LLC
Illinois
$658K – – –
NAS
1537
Nicolet Advisory Services
Wisconsin
$656K +$70.7K +525 +14%
KFP
1538
KB Financial Partners
New Jersey
$655K -$61.5K -457 -10%
BCAM
1539
Boston Common Asset Management
Massachusetts
$651K +$40.4K +300 +8%
CP
1540
Castleview Partners
Texas
$651K +$568K +4,217 New
ZAM
1541
Zevin Asset Management
Massachusetts
$650K +$2.96K +22 +0.5%
WA
1542
Wealth Architects
California
$650K +$9.82K +73 +2%
VC
1543
Veracity Capital
Georgia
$650K +$9.96K +74 +2%
KA
1544
Kovack Advisors
Florida
$644K -$43.2K -321 -7%
SMH
1545
Sanders Morris Harris
Texas
$644K – – –
CWM
1546
Centric Wealth Management
Illinois
$644K +$60.3K +448 +12%
SNT
1547
Security National Trust
West Virginia
$638K +$1.35K +10 +0.2%
TW
1548
TrinityPoint Wealth
Connecticut
$637K -$11.8K -88 -2%
9WM
1549
9258 Wealth Management
Ohio
$637K +$88.3K +656 +19%
Caxton Associates (New York)
1550
Caxton Associates (New York)
New York
$634K +$552K +4,105 New