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Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
1201
GPS Wealth Strategies Group
Colorado
$213K – – –
ITIM
1202
Indiana Trust & Investment Management
Indiana
$213K – – –
HPIA
1203
Hamilton Point Investment Advisors
North Carolina
$213K +$203K +2,333 New
CCA
1204
Childress Capital Advisors
Texas
$213K +$203K +2,332 New
DSC
1205
Duncker Streett & Co
Missouri
$213K – – –
EB
1206
Emprise Bank
Kansas
$212K +$203K +2,330 New
TCA
1207
Transcend Capital Advisors
New Jersey
$212K +$202K +2,322 New
Evercore Wealth Management
1208
Evercore Wealth Management
New York
$211K -$36.8K -423 -15%
PCMC
1209
Private Capital Management (Colorado)
Colorado
$211K +$201K +2,315 New
CWM
1210
Connecticut Wealth Management
Connecticut
$211K -$45.7K -525 -19%
LAM
1211
L2 Asset Management
Massachusetts
$211K +$201K +2,310 New
RCWM
1212
Royal Capital Wealth Management
Indiana
$209K +$200K +2,296 New
CAM
1213
Chesapeake Asset Management
New York
$209K +$69.5K +799 +53%
Montag & Associates
1214
Montag & Associates
Georgia
$209K – – –
EWA
1215
Emergent Wealth Advisors
New York
$209K +$199K +2,290 New
RB
1216
Renasant Bank
Mississippi
$208K +$198K +2,279 New
ACS
1217
Archford Capital Strategies
Illinois
$207K +$185K +2,127 New
SAM
1218
Secure Asset Management
Michigan
$207K +$198K +2,272 New
PP
1219
PDS Planning
Ohio
$207K +$197K +2,266 New
Kestra Investment Management
1220
Kestra Investment Management
Texas
$206K +$197K +2,265 New
HIC
1221
Hartline Investment Corp
Illinois
$206K +$197K +2,261 New
AF
1222
Apexium Financial
Texas
$206K -$33.8K -389 -15%
Ritholtz Wealth Management
1223
Ritholtz Wealth Management
New York
$206K +$196K +2,257 New
SAI
1224
Systematic Alpha Investments
New Jersey
$202K +$193K +2,218 New
GFP
1225
Gryphon Financial Partners
Ohio
$202K +$193K +2,215 New