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Name Holding Trade Value Shares
Change
Change in
Stake
RGF
626
Retirement Guys Formula
Ohio
$624K -$76.7K -482 -11%
V
627
VeraBank
Texas
$622K – – –
BCM
628
Bienville Capital Management
New York
$620K – – –
CFB
629
Cullen/Frost Bankers
Texas
$619K -$23.9K -150 -4%
CCM
630
Coldstream Capital Management
Washington
$616K +$2.86K +18 +0.5%
RCWM
631
Royal Capital Wealth Management
Indiana
$615K +$795 +5 +0.1%
QCM
632
Quantinno Capital Management
New York
$615K +$45.7K +287 +8%
FFM
633
Forum Financial Management
Illinois
$611K – – –
MCI
634
MRP Capital Investments
Georgia
$610K -$14.3K -90 -2%
MCM
635
Monarch Capital Management
Indiana
$609K – – –
MWPCG
636
Measured Wealth Private Client Group
New Hampshire
$602K +$68.4K +430 +12%
ACM
637
Allred Capital Management
Texas
$601K +$477 +3 +0.1%
TCOV
638
Trust Company of Vermont
Vermont
$598K – – –
APWM
639
Argonautica Private Wealth Management
Massachusetts
$596K – – –
AM
640
AGF Management
Ontario, Canada
$594K +$612K +3,844 New
1WA
641
180 Wealth Advisors
Washington
$591K +$13.5K +85 +2%
PG
642
Proffitt & Goodson
Tennessee
$588K -$82.2K -517 -12%
AWM
643
Accurate Wealth Management
Florida
$587K +$595K +3,742 +1,456%
FTC
644
Farmers Trust Company
Ohio
$586K – – –
FCBT
645
First Citizens Bank & Trust
North Carolina
$584K -$2.41M -15,159 -80%
RA
646
RFG Advisory
Alabama
$584K -$52.8K -332 -8%
WPW
647
Warther Private Wealth
Ohio
$581K -$1.09M -6,854 -65%
CIM
648
Chiron Investment Management
New York
$578K +$517K +3,248 +657%
3IP
649
3Chopt Investment Partners
Virginia
$572K +$566K +3,555 +2,595%
HSA
650
HBK Sorce Advisory
Pennsylvania
$572K -$601K -3,776 -50%