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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2101
Clearview Wealth Advisors
Oregon
$425K +$3.17K +12 +0.8%
LNWTC
2102
Laird Norton Wetherby Trust Company
Washington
$425K +$14.8K +56 +4%
SW
2103
StrongBox Wealth
Missouri
$424K +$4.23K +16 +1%
HCM
2104
Howard Capital Management
Georgia
$424K +$48.6K +184 +6%
FNBOSM
2105
First National Bank of South Miami
Florida
$423K +$15.8K +60 +4%
WCA
2106
Westover Capital Advisors
Delaware
$422K +$10.6K +40 +3%
NFSG
2107
Newbridge Financial Services Group
Florida
$421K -$42.3K -160 -10%
DC
2108
Diametric Capital
Massachusetts
$421K +$382K +1,446 New
HAS
2109
HBW Advisory Services
California
$420K -$92.2K -349 -19%
MUMSS
2110
Mitsubishi UFJ Morgan Stanley Securities
Japan
$420K +$380K +1,440 New
CT
2111
Columbia Trust
Oregon
$418K +$3.17K +12 +0.8%
LFF
2112
Level Four Financial
Texas
$415K -$174K -659 -32%
Boston Partners
2113
Boston Partners
Massachusetts
$414K – – –
ACH
2114
ArrowMark Colorado Holdings
Colorado
$412K -$997K -3,773 -73%
BSAM
2115
Blue Square Asset Management
New York
$412K +$17.4K +66 +5%
MA
2116
MONECO Advisors
Connecticut
$410K – – –
CFA
2117
Capstone Financial Advisors
Illinois
$410K +$5.28K +20 +1%
ER
2118
Enlightenment Research
Florida
$408K – – –
TWM
2119
Titus Wealth Management
California
$405K +$39.9K +151 +12%
OWA
2120
Octavia Wealth Advisors
Ohio
$405K +$367K +1,391 New
MPPLM
2121
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$404K +$366K +1,387 New
CFA
2122
CWS Financial Advisors
Michigan
$403K – – –
AWM
2123
Altavista Wealth Management
North Carolina
$403K +$8.98K +34 +3%
SIGI
2124
Susquehanna International Group (Ireland)
Ireland
$403K +$90.9K +344 +33%
KCM
2125
Kathmere Capital Management
Pennsylvania
$402K -$1.32K -5 -0.4%