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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Selective Wealth Management
Virginia
$4K +$4.08K +80 New
SFS
527
Sowell Financial Services
Arkansas
$4K +$4.34K +85 New
GCM
528
Gables Capital Management
Florida
$3K – – –
IAS
529
IMA Advisory Services
Colorado
$3K – – –
GAM
530
Gemmer Asset Management
California
$3K +$51 +1 +2%
APC
531
Aspire Private Capital
North Carolina
$3K +$2.91K +57 New
EIP
532
Ellis Investment Partners
Pennsylvania
$3K +$3.37K +66 New
HR
533
Howe & Rusling
New York
$2K -$255 -5 -11%
AIC
534
Archer Investment Corporation
Indiana
$2K – – –
IFAM
535
Institutional & Family Asset Management
Colorado
$2K – – –
JCM
536
Jacobi Capital Management
Pennsylvania
$2K – – –
LFG
537
LifePlan Financial Group
Ohio
$2K – – –
GEA
538
Glen Eagle Advisors
New Jersey
$1.5K – – –
BCA
539
Berman Capital Advisors
Georgia
$1K -$919 -18 -32%
Acadian Asset Management
540
Acadian Asset Management
Massachusetts
$1K – – –
GI
541
Gradient Investments
Minnesota
$1K – – –
LWA
542
Lowe Wealth Advisors
Maryland
$1K – – –
BC
543
Barnett & Company
Tennessee
$1K +$714 +14 New
MCM
544
MV Capital Management
Maryland
$1K +$970 +19 New
Mawer Investment Management
545
Mawer Investment Management
Alberta, Canada
– -$195M -3,640,193 Closed
AIM
546
Artemis Investment Management
United Kingdom
– -$31.8M -596,002 Closed
LCM
547
Lomas Capital Management
New York
– -$18.1M -338,612 Closed
BC
548
Brookfield Corp
Ontario, Canada
– -$12M -224,963 Closed
TB
549
Terril Brothers
Missouri
– -$7.75M -145,019 Closed
HA
550
Heartland Advisors
Wisconsin
– -$3.83M -71,568 Closed