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Name Holding Trade Value Shares
Change
Change in
Stake
OP
826
ORG Partners
Indiana
$312K -$115K -676 -24%
AWM
827
AE Wealth Management
Kansas
$310K +$360K +2,122 New
MC
828
Moors & Cabot
Massachusetts
$307K +$43.6K +257 +14%
CCM
829
CAAS Capital Management
New York
$307K +$356K +2,100 New
PGFC
830
Peapack-Gladstone Financial Corp
New Jersey
$306K +$84.2K +496 +31%
II
831
Inspire Investing
Idaho
$302K +$66.5K +392 +23%
HAG
832
HighPoint Advisor Group
Illinois
$301K +$16.1K +95 +5%
EGA
833
E&G Advisors
Texas
$300K +$42.4K +250 +14%
ZI
834
ZEGA Investments
Florida
$298K -$238K -1,400 -41%
WDC
835
Woodward Diversified Capital
California
$297K – – –
RCAG
836
Rehmann Capital Advisory Group
Michigan
$295K +$15.3K +90 +5%
Bank Julius Baer & Co
837
Bank Julius Baer & Co
Switzerland
$294K -$1.73M -10,178 -83%
SC
838
Stephens Consulting
Michigan
$294K -$2.55K -15 -0.7%
RWA
839
Roberts Wealth Advisors
California
$292K -$84.9K -500 -20%
HCM
840
Harvey Capital Management
Florida
$292K – – –
MAM
841
MMA Asset Management
Pennsylvania
$292K – – –
RG
842
Rathbones Group
United Kingdom
$291K +$338K +1,992 New
ST
843
Sentinel Trust
Texas
$291K +$27K +159 +9%
EI
844
Ellevest Inc
New York
$290K +$337K +1,983 New
FB
845
Fulton Bank
Pennsylvania
$287K +$95.7K +564 +40%
ONB
846
Old National Bancorp
Indiana
$283K +$59.7K +352 +22%
AFP
847
Ausdal Financial Partners
Iowa
$281K +$55K +324 +20%
CA
848
Carson Advisory
Georgia
$280K -$17K -100 -5%
FFP
849
FourThought Financial Partners
Florida
$280K -$2.2M -12,989 -87%
MCM
850
Manchester Capital Management
Vermont
$276K – – –