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Name Holding Trade Value Shares
Change
Change in
Stake
SL
851
Sentry LLC
Tennessee
$406K
SWP
852
Strategic Wealth Partners
Ohio
$404K +$385K +5,738 New
CGA
853
Crescent Grove Advisors
Illinois
$403K +$384K +5,727 New
LCWP
854
Legacy Capital Wealth Partners
Arkansas
$401K -$16.5K -246 -4%
SF
855
Symphony Financial
Texas
$400K +$371K +5,538 New
EAM
856
Everstar Asset Management
North Carolina
$398K -$153K -2,276 -29%
CBOR
857
Community Bank of Raymore
Missouri
$398K
SWM
858
Silverlake Wealth Management
Vermont
$396K +$7.71K +115 +2%
BIM
859
Bridges Investment Management
Nebraska
$395K
TAM
860
Tucker Asset Management
Colorado
$395K +$26.9K +401 +8%
WHC
861
Wulff, Hansen & Co
California
$395K +$376K +5,611 New
MGIA
862
Matthew Goff Investment Advisor
Texas
$395K
CIAS
863
Capital Investment Advisory Services
North Carolina
$394K -$804 -12 -0.2%
SMA
864
Seven Mile Advisory
New Jersey
$392K +$11.8K +176 +3%
CIAS
865
CFS Investment Advisory Services
New Jersey
$392K -$25.6K -382 -6%
RC
866
Rexford Capital
Texas
$390K +$371K +5,539 New
FDCDDQ
867
Federation des caisses Desjardins du Quebec
Quebec, Canada
$390K -$2.48K -37 -0.7%
AC
868
Avestar Capital
New York
$389K +$371K +5,530 New
MJP
869
Michael J. Puzo
$384K
SIM
870
Seaview Investment Managers
Florida
$383K -$11.6K -173 -3%
BCP
871
Berkeley Capital Partners
Georgia
$383K -$402 -6 -0.1%
PP
872
Patten & Patten
Tennessee
$381K +$33.5K +500 +10%
EMAM
873
Encompass More Asset Management
California
$379K -$143K -2,139 -28%
SAA
874
Southeast Asset Advisors
Georgia
$379K +$67K +1,000 +23%
FWIA
875
Fort Washington Investment Advisors
Ohio
$379K -$4.89K -73 -1%