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Name Holding Trade Value Shares
Change
Change in
Stake
ONSWM
726
Old North State Wealth Management
North Carolina
$520K +$17.6K +117 +4%
CBT
727
CoreFirst Bank & Trust
Kansas
$519K
PA
728
Parallel Advisors
California
$511K +$23K +153 +5%
SFG
729
Seamount Financial Group
Colorado
$511K
GS
730
GTS Securities
Florida
$504K +$44.3K +295 +11%
WWM
731
Western Wealth Management
Colorado
$504K +$75.9K +505 +20%
CICI
732
Capital Investment Counsel Inc
North Carolina
$498K
AI
733
Accredited Investors
Minnesota
$498K +$451 +3 +0.1%
BFA
734
Bill Few Associates
Pennsylvania
$497K +$150 +1 +0%
SCP
735
Sivia Capital Partners
California
$497K -$32.5K -216 -7%
CCM
736
Canal Capital Management
Virginia
$495K +$1.8K +12 +0.4%
GSWM
737
Golden State Wealth Management
California
$495K -$17.9K -119 -4%
HCMT
738
Highland Capital Management (Tennessee)
Tennessee
$494K
HCS
739
Himension Capital (Singapore)
Singapore
$494K +$455K +3,027 New
FFP
740
FourThought Financial Partners
Florida
$493K -$12.5K -83 -3%
CAG
741
Crestwood Advisors Group
Massachusetts
$493K +$46.6K +310 +11%
DI
742
Disciplined Investors
Texas
$489K
LCM
743
Logan Capital Management
Pennsylvania
$489K
GFA
744
Gifford Fong Associates
California
$489K
MCM
745
Monarch Capital Management
Indiana
$487K -$1.2K -8 -0.3%
PFGIA
746
Patriot Financial Group Insurance Agency
Massachusetts
$486K -$24.3K -162 -5%
MWM
747
Modern Wealth Management
Kansas
$486K -$4.36K -29 -1%
UOTTAIMCU
748
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$485K +$447K +2,974 New
PT
749
Plimoth Trust
Massachusetts
$484K -$3.01K -20 -0.7%
BFS
750
Bradley Foster & Sargent
Connecticut
$480K