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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1326
Perennial Investment Advisors
California
$546K -$16.7K -977 -3%
CPRC
1327
Consolidated Portfolio Review Corp
New York
$544K -$22.4K -1,311 -4%
NCM
1328
Novare Capital Management
North Carolina
$543K +$7.16K +419 +1%
QFA
1329
Quattro Financial Advisors
Texas
$541K +$525K +30,750 New
KWMG
1330
King Wealth Management Group
Florida
$541K +$21.5K +1,261 +4%
GC
1331
Grimes & Company
Massachusetts
$540K -$48.9K -2,863 -9%
TCM
1332
Towercrest Capital Management
Pennsylvania
$540K +$10.6K +620 +2%
FCP
1333
Fidelis Capital Partners
Florida
$539K +$22.1K +1,297 +4%
BFS
1334
Bradley Foster & Sargent
Connecticut
$537K -$187K -10,952 -26%
NFA
1335
Northern Financial Advisors
Michigan
$536K -$14.4K -846 -3%
HCM
1336
Horrell Capital Management
Arkansas
$535K -$31.6K -1,853 -6%
AO
1337
Advisor OS
Illinois
$532K +$54K +3,160 +12%
BG
1338
Benedetti & Gucer
Georgia
$531K -$271K -15,882 -34%
RBFC
1339
Roman Butler Fullerton & Co
Missouri
$531K -$7.5K -439 -1%
WP
1340
Westmount Partners
California
$530K -$7.43K -435 -1%
GSC
1341
Grey Street Capital
Illinois
$530K +$514K +30,106 New
PP
1342
PDS Planning
Ohio
$529K +$44.7K +2,620 +10%
DG
1343
DMC Group
Alabama
$529K -$22.5K -1,315 -4%
AGP
1344
Autumn Glory Partners
Texas
$528K +$167K +9,800 +49%
CBNLCF
1345
Cognios Beta Neutral Large Cap Fund
Kansas
$528K -$42.9K -2,512 -8%
CWA
1346
Centennial Wealth Advisory
Michigan
$527K +$2.02K +118 +0.4%
BTI
1347
Blue Trust Inc
Georgia
$525K -$77.7K -4,553 -13%
OCBCO
1348
Oversea-Chinese Banking Corp (OCBC)
Singapore
$524K +$137K +8,032 +37%
PP
1349
PFS Partners
New Jersey
$522K -$7.29K -427 -1%
PBK
1350
Peoples Bank (Kansas)
Kansas
$521K -$29.3K -1,718 -5%