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Name Holding Trade Value Shares
Change
Change in
Stake
RC
851
Rinet Company
Massachusetts
$425K
AFM
852
Abbot Financial Management
Massachusetts
$425K +$65.3K +530 +22%
ACA
853
Atlas Capital Advisors
Wyoming
$424K
SA
854
Strategic Advisors
New York
$423K +$357K +2,900 New
VC
855
Veracity Capital
Georgia
$422K -$265K -2,150 -43%
NFG
856
Nations Financial Group
Iowa
$421K +$2.46K +20 +0.7%
PP
857
PDS Planning
Ohio
$419K +$83.8K +680 +31%
CIM
858
Chapman Investment Management
California
$416K
AWA
859
Arkadios Wealth Advisors
Georgia
$416K +$53K +430 +18%
SRAM
860
Spouting Rock Asset Management
Pennsylvania
$415K -$32K -260 -8%
UAS
861
United Asset Strategies
New York
$411K -$12.3K -100 -3%
CCM
862
CAAS Capital Management
New York
$409K -$148K -1,200 -30%
DR
863
Davis Rea
Ontario, Canada
$408K +$111K +900 +48%
GC
864
GFG Capital
Florida
$405K +$9.86K +80 +3%
CFB
865
Cullen/Frost Bankers
Texas
$403K
PEA
866
Pacific Edge Advisors
California
$403K
DLA
867
Douglas Lane & Associates
New York
$403K +$29.6K +240 +10%
ICG
868
InterOcean Capital Group
Tennessee
$402K
NAS
869
Nicolet Advisory Services
Wisconsin
$399K +$336K +2,730 New
Verition Fund Management
870
Verition Fund Management
Connecticut
$397K -$670K -5,440 -67%
EWA
871
Evolution Wealth Advisors
Florida
$396K
CL
872
Choreo LLC
Illinois
$393K
WAAG
873
Wealth Alliance Advisory Group
Kansas
$392K
IA
874
Insight Advisors
Pennsylvania
$391K
IC
875
Inverness Counsel
New York
$386K