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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
801
Logan Capital Management
Pennsylvania
$668K +$679K +3,000 New
UFF
802
USA Financial Formulas
Michigan
$665K -$67.9K -300 -9%
GWMR
803
GC Wealth Management RIA
Massachusetts
$664K -$60.2K -266 -8%
AIM
804
Anchor Investment Management
South Carolina
$660K -$13.6K -60 -2%
BFS
805
Bradley Foster & Sargent
Connecticut
$656K – – –
APWM
806
Argonautica Private Wealth Management
Massachusetts
$648K – – –
ACM
807
Aster Capital Management
United Arab Emirates
$647K -$1.29M -5,681 -66%
PT
808
Plimoth Trust
Massachusetts
$647K -$13.6K -60 -2%
TI
809
Truepoint Inc
Ohio
$647K +$453 +2 +0.1%
Lazard Asset Management
810
Lazard Asset Management
New York
$646K -$12.3M -54,473 -95%
AF
811
Allworth Financial
California
$646K -$122K -540 -16%
MCM
812
Monarch Capital Management
Indiana
$637K -$27.8K -123 -4%
JCIA
813
Jackson Creek Investment Advisors
Colorado
$636K -$53.2K -235 -9%
AAG
814
Asset Advisory Group
New Jersey
$635K -$152K -673 -19%
GXJ
815
Global X Japan
Japan
$632K -$113K -499 -15%
SCA
816
Stonebridge Capital Advisors
Minnesota
$630K – – –
DAS
817
Dynamic Advisor Solutions
Arizona
$630K +$2.26K +10 +0.4%
PFG
818
Putney Financial Group
California
$628K -$28.1K -124 -4%
IFWM
819
Institute for Wealth Management
Colorado
$623K -$5.66K -25 -0.9%
PCG
820
PFC Capital Group
California
$622K -$5.66K -25 -0.9%
SIC
821
Shoker Investment Counsel
Ohio
$620K -$27.4K -121 -4%
CAS
822
Coppell Advisory Solutions
Texas
$619K +$18.1K +80 New
ACM
823
Allred Capital Management
Texas
$618K +$226 +1 +0%
HPC
824
HM Payson & Co
Maine
$615K – – –
RIA
825
Regal Investment Advisors
Michigan
$614K – – –