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Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1301
Range Financial Group
Oregon
$808K +$276K +2,808 +46%
VCA
1302
Verdence Capital Advisors
Maryland
$807K +$33.9K +345 +4%
VI
1303
Versor Investments
New York
$805K -$238K -2,420 -22%
NME
1304
Notis-McConarty Edward
$804K -$161K -1,643 -16%
AC
1305
AXQ Capital
New Jersey
$803K +$864K +8,800 New
LFAS
1306
Level Four Advisory Services
Texas
$801K -$114K -1,164 -12%
ME
1307
McIlrath & Eck
Washington
$801K -$6.87K -70 -0.8%
WSFS
1308
Wilmington Savings Fund Society
Delaware
$800K -$40.7K -415 -5%
PFA
1309
Pure Financial Advisors
California
$800K -$10.5K -107 -1%
BCM
1310
Brown Capital Management
Maryland
$798K -$43.5K -443 -5%
MLL
1311
Moody Lynn & Lieberson
Massachusetts
$797K -$12.4K -126 -1%
DL
1312
DOHJ LLC
Washington
$796K +$74.9K +763 +10%
JPWM
1313
Jamison Private Wealth Management
Georgia
$792K +$852K +8,676 New
SMA
1314
Sage Mountain Advisors
Georgia
$791K +$138K +1,407 +19%
IAIM
1315
International Assets Investment Management
Florida
$791K +$88.2K +899 +6%
HBT
1316
Heartland Bank & Trust
Illinois
$791K +$12.1K +123 +1%
WI
1317
Wintrust Investments
Illinois
$789K -$44.8K -456 -5%
GDP
1318
Great Diamond Partners
Maine
$788K +$41.5K +423 +5%
WAP
1319
Wealthcare Advisory Partners
Pennsylvania
$786K -$85.5K -871 -9%
SWM
1320
Sendero Wealth Management
Texas
$785K
Vanguard Capital Wealth Advisors
1321
Vanguard Capital Wealth Advisors
Colorado
$784K +$393 +4 +0%
BFO
1322
Boston Family Office
Massachusetts
$775K -$1.47K -15 -0.2%
PHS
1323
Pekin Hardy Strauss
Illinois
$775K +$196 +2 +0%
KMWM
1324
Keudell/Morrison Wealth Management
Oregon
$774K +$21.7K +221 +3%
SB
1325
Strategic Blueprint
Georgia
$770K -$48.9K -498 -6%