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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1026
Aevitas Wealth Management
Massachusetts
$324K +$9.46K +117 +3%
GB
1027
Goepper Burkhardt
South Carolina
$323K
SIM
1028
Sentry Investment Management
Wisconsin
$322K -$53.6K -663 -14%
SCM
1029
Stonebridge Capital Management
California
$322K
KPW
1030
Kore Private Wealth
New York
$322K +$3.4K +42 +1%
RWM
1031
Ritholtz Wealth Management
New York
$321K +$15.2K +188 +5%
ISL
1032
Ingalls & Snyder LLC
New York
$320K -$28.3K -350 -8%
VVP
1033
Venture Visionary Partners
Ohio
$320K -$1.54K -19 -0.5%
JSC
1034
Jackson Square Capital
California
$320K
HL
1035
HeadInvest LLC
Maine
$318K -$59.4K -735 -16%
MC
1036
Mathes Company
New York
$318K
VFA
1037
Voya Financial Advisors
Connecticut
$317K +$67.6K +836 +28%
SS
1038
Simplicity Solutions
Minnesota
$316K -$214K -2,652 -41%
WG
1039
Welch Group
Alabama
$315K +$81 +1 +0%
AB
1040
Atlas Brown
Kentucky
$314K -$1.94K -24 -0.6%
BCI
1041
Brinker Capital Investments
Pennsylvania
$314K +$9.78K +121 +3%
MOS
1042
MGO One Seven
Ohio
$314K +$45.1K +558 +17%
GIA
1043
Gladstone Institutional Advisory
Florida
$314K +$311K +3,844 New
TFM
1044
TFC Financial Management
Massachusetts
$309K +$35.6K +440 +13%
BWA
1045
BDO Wealth Advisors
Florida
$308K -$29.9K -370 -9%
RPCONE
1046
Retirement Planning Company of New England
Rhode Island
$308K +$242 +3 +0.1%
SYBT
1047
Stock Yards Bank & Trust
Kentucky
$307K +$9.29K +115 +3%
PCS
1048
Personal CFO Solutions
New Jersey
$304K +$50K +619 +20%
AT
1049
Arvest Trust
Oklahoma
$304K +$74.4K +921 +33%
FC
1050
FORA Capital
Florida
$300K -$219K -2,710 -43%