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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1176
Clearstead Advisors
Ohio
$416K -$134K -2,315 -24%
ANRIA
1177
American National Registered Investment Advisor
Texas
$416K -$14.5K -250 -3%
RFO
1178
RiverGlades Family Offices
Florida
$416K +$161K +2,789 +64%
PFS
1179
Physicians Financial Services
North Carolina
$414K -$11K -190 -3%
B
1180
Brightworth
Georgia
$414K +$19K +328 +5%
FPCP
1181
Fort Point Capital Partners
California
$409K +$409K +7,067 New
GIA
1182
GHP Investment Advisors
Colorado
$407K -$39.3K -679 -9%
WPA
1183
West Paces Advisors
Georgia
$406K -$354K -6,132 -47%
UR
1184
USCA RIA
Texas
$406K -$301K -5,212 -43%
BCM
1185
Blume Capital Management
California
$405K -$4.05K -70 -1%
MC
1186
Menta Capital
California
$405K +$405K +7,000 New
TF
1187
TLWM Financial
Texas
$403K +$14.2K +245 +4%
FMLI
1188
Fukoku Mutual Life Insurance
Japan
$394K
WIA
1189
Westbourne Investment Advisors
Maryland
$392K +$18.7K +323 +5%
WAG
1190
Winthrop Advisory Group
Massachusetts
$391K +$9.83K +170 +3%
WPP
1191
Whalerock Point Partners
Rhode Island
$390K +$93.2K +1,613 +31%
BIA
1192
Bigelow Investment Advisors
Maine
$389K
PIM
1193
Penobscot Investment Management
Massachusetts
$387K -$3.93K -68 -1%
CFA
1194
Carroll Financial Associates
North Carolina
$385K -$14.4K -249 -4%
BWM
1195
BigSur Wealth Management
Florida
$385K
BRF
1196
B. Riley Financial
California
$382K -$24.5K -423 -6%
AIA
1197
Allied Investment Advisors
Montana
$382K
HIC
1198
Holderness Investments Company
North Carolina
$382K +$7.69K +133 +2%
SWMG
1199
Signature Wealth Management Group
Georgia
$381K +$30.8K +532 +9%
AB
1200
Atlas Brown
Kentucky
$380K