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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
501
Callan Family Office
Pennsylvania
$333K -$237K -4,768 -44%
PCP
502
Proficio Capital Partners
Massachusetts
$333K +$304K +6,116 New
MAM
503
Mystic Asset Management
Rhode Island
$332K
ACM
504
Aspen Capital Management
Idaho
$325K
SAM
505
Sunstone Asset Management
New York
$321K -$439K -8,829 -60%
CGH
506
Crossmark Global Holdings
Texas
$321K -$13.6K -273 -4%
CI
507
Cigna Investments
Connecticut
$320K
AU
508
AlphaGrep UK
$319K -$89.3K -1,796 -23%
LNWTC
509
Laird Norton Wetherby Trust Company
Washington
$311K -$83.1K -1,671 -23%
SL
510
Sentinus LLC
Illinois
$311K +$106K +2,138 +60%
WFI
511
West Family Investments
California
$311K +$285K +5,720 New
MAS
512
Meeder Advisory Services
Ohio
$310K -$159K -3,198 -36%
AIM
513
Allen Investment Management
New York
$310K -$10.5M -211,238 -97%
HIP
514
HUB Investment Partners
Texas
$309K +$283K +5,680 New
WAM
515
Weinberger Asset Management
California
$302K -$56.6K -1,138 -12%
EI
516
EFG International
$295K -$63.8K -1,283 -19%
ACA
517
Atlas Capital Advisors
Wyoming
$295K
FFA
518
Fi3 Financial Advisors
Indiana
$291K -$143K -2,865 -80%
ASN
519
Advisory Services Network
Georgia
$291K +$151K +3,031 +130%
CCM
520
Chiron Capital Management
Florida
$289K +$264K +5,316 New
BFIM
521
Beese Fulmer Investment Management
Ohio
$289K +$264K +5,308 New
EPW
522
Elevated Private Wealth
Wisconsin
$289K +$264K +5,308 New
PAS
523
Park Avenue Securities
New York
$288K +$264K +5,304 New
MWM
524
Mission Wealth Management
California
$287K +$263K +5,279 New
ACM
525
Ashford Capital Management
Delaware
$283K