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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
2326
Matrix Trust Company
Colorado
$625K +$204K +4,252 +53%
CWM
2327
Cahaba Wealth Management
Georgia
$625K +$43K +897 +8%
MSWM
2328
McGlone Suttner Wealth Management
Wisconsin
$623K +$583K +12,151 New
MAWA
2329
Moss Adams Wealth Advisors
Washington
$622K +$582K +12,135 New
OMC
2330
Overbrook Management Corp
New York
$621K
MPIA
2331
Mountain Pacific Investment Advisers
Idaho
$620K -$14.4K -300 -2%
VCS
2332
Vaughan & Co Securities
New Jersey
$618K -$14.3K -298 -2%
HNW
2333
High Note Wealth
Minnesota
$617K +$5.03K +105 +0.9%
EGA
2334
Eagle Global Advisors
Texas
$616K -$23.5K -491 -4%
AWS
2335
Aspen Wealth Strategies
Colorado
$616K +$577K +12,025 New
ACM
2336
AUA Capital Management
Pennsylvania
$615K +$128K +2,666 +29%
GWI
2337
Grace & White Inc
New York
$615K
GPA
2338
Guerra Pan Advisors
New Jersey
$614K
IA
2339
Insight Advisors
Pennsylvania
$614K -$1.29K -27 -0.2%
BEAM
2340
Baker Ellis Asset Management
Washington
$612K -$17.2K -358 -3%
FMP
2341
Financial Management Professionals
Texas
$611K +$117K +2,450 +26%
CP
2342
Castleview Partners
Texas
$611K -$26.3K -548 -4%
WBG
2343
Wharton Business Group
Pennsylvania
$610K
FCAG
2344
First Capital Advisors Group
New Jersey
$609K -$128K -2,680 -18%
PNAA
2345
Pictet North America Advisors
Switzerland
$608K
PBC
2346
Pavion Blue Capital
California
$608K +$26.8K +560 +5%
RGC
2347
Roberts, Glore & Co
Illinois
$607K +$2.4K +50 +0.4%
APW
2348
Aurora Private Wealth
New Jersey
$607K -$156K -3,262 -22%
BFPW
2349
BOK Financial Private Wealth
Colorado
$606K -$294K -6,131 -34%
ESCM
2350
Echo Street Capital Management
New York
$606K +$157K +3,265 +38%