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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Silvercrest Asset Management
New York
$476K +$62.9K +420 +14%
DCM
827
Donaldson Capital Management
Indiana
$475K – – –
PP
828
Peconic Partners
New York
$475K – – –
NRI
829
NFP Retirement Inc
California
$475K – – –
BC
830
Burney Company
Virginia
$474K – – –
TFGT
831
TS Financial Group (TSFG)
Illinois
$472K +$5.99K +40 +1%
WP
832
WealthPLAN Partners
Nebraska
$465K – – –
ACM
833
AlphaStar Capital Management
North Carolina
$464K +$465K +3,100 New
BFS
834
Baskin Financial Services
Ontario, Canada
$461K – – –
CGL
835
Clarius Group LLC
Washington
$454K +$16.5K +110 +3%
Vanguard Capital Wealth Advisors
836
Vanguard Capital Wealth Advisors
Colorado
$454K +$502K +3,350 New
PNC
837
Park National Corp
Ohio
$447K -$15K -100 -3%
WWM
838
Wolff Wiese Magana
California
$447K – – –
HFP
839
Holistic Financial Partners
Indiana
$447K +$5.99K +40 +1%
ARIS
840
Advanced Research Investment Solutions
California
$445K +$491K +3,280 New
DWA
841
Douglass Winthrop Advisors
New York
$443K – – –
KNW
842
Kesler Norman & Wride
Utah
$443K – – –
GDP
843
Great Diamond Partners
Maine
$443K +$490K +3,270 New
AP
844
Adero Partners
California
$442K +$22.5K +150 +5%
RM
845
Resource Management
Louisiana
$441K +$147K +980 +43%
AWM
846
Accurate Wealth Management
Florida
$440K +$7.49K +50 +2%
CCG
847
Capital CS Group
California
$440K +$488K +3,260 New
WAM
848
Weatherly Asset Management
California
$437K -$15K -100 -3%
EWA
849
Exencial Wealth Advisors
Oklahoma
$428K -$442K -2,950 -48%
ACA
850
Atlas Capital Advisors
Wyoming
$427K +$37.5K +250 +9%