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Name Holding Trade Value Shares
Change
Change in
Stake
SC
851
Sawyer & Company
Massachusetts
$339K -$6.22K -100 -2%
PCS
852
Personal CFO Solutions
New Jersey
$339K +$32.2K +517 +11%
BIM
853
Bridges Investment Management
Nebraska
$337K
PCMK
854
Paragon Capital Management (Kansas)
Kansas
$337K
BHPW
855
Beverly Hills Private Wealth
California
$337K +$84.9K +1,364 +35%
SIP
856
Stoneridge Investment Partners
Pennsylvania
$331K -$239K -3,840 -43%
SFG
857
SevenBridge Financial Group
Pennsylvania
$331K +$5.48K +88 +2%
AR
858
Apeiron RIA
Texas
$329K +$3.55K +57 +1%
AFG
859
AFS Financial Group
Maryland
$329K
EI
860
Ethic Inc
New York
$328K +$52.3K +840 +20%
SG Americas Securities
861
SG Americas Securities
New York
$327K -$123K -1,982 -28%
KCFA
862
Key Client Fiduciary Advisors
New Jersey
$325K +$311 +5 +0.1%
MWM
863
Modera Wealth Management
New Jersey
$322K +$62 +1 +0%
RC
864
RBF Capital
California
$322K
WSTAM
865
Wilbanks Smith & Thomas Asset Management
Virginia
$322K -$12.3K -197 -4%
GLA
866
Good Life Advisors
Pennsylvania
$320K +$75.9K +1,220 +32%
LKIM
867
Lawson Kroeker Investment Management
Nebraska
$320K
LI
868
Lafayette Investments
Maryland
$320K +$7.78K +125 +3%
FCMC
869
Founders Capital Management (Connecticut)
Connecticut
$319K +$309K +4,962 New
PP
870
Patten & Patten
Tennessee
$319K
EGA
871
E&G Advisors
Texas
$319K
FIA
872
Foundations Investment Advisors
Arizona
$317K +$64.4K +1,034 +27%
CAM
873
Concorde Asset Management
Michigan
$316K +$305K +4,902 New
AB
874
Atlas Brown
Kentucky
$312K
APG
875
Abacus Planning Group
South Carolina
$311K +$25K +402 +9%