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Name Holding Trade Value Shares
Change
Change in
Stake
B
1101
Bailard
California
$604K +$296K +1,200 +113%
LWCFA
1102
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$604K +$2.46K +10 +0.4%
CAM
1103
Cidel Asset Management
Ontario, Canada
$601K -$39.4K -160 -7%
GFP
1104
Gryphon Financial Partners
Ohio
$599K +$190K +771 +52%
KAS
1105
KPP Advisory Services
Kentucky
$598K +$133K +539 +32%
MA
1106
MONECO Advisors
Connecticut
$598K -$47.1K -191 -8%
PFW
1107
Petros Family Wealth
Minnesota
$590K +$545K +2,213 New
HI
1108
Humankind Investments
New York
$589K -$62.6K -254 -10%
1WM
1109
1858 Wealth Management
Ohio
$587K -$124K -504 -19%
TWPM
1110
Total Wealth Planning & Management
Florida
$584K -$3.45K -14 -0.6%
WMA
1111
West Michigan Advisors
Michigan
$580K -$24.4K -99 -4%
CFSG
1112
Clark Financial Services Group
Missouri
$574K +$126K +510 +31%
ACA
1113
Aspire Capital Advisors
Washington
$573K +$1.48K +6 +0.3%
QAM
1114
Q3 Asset Management
Michigan
$571K +$528K +2,140 New
ONB
1115
Old National Bancorp
Indiana
$569K +$20.7K +84 +4%
MMA
1116
Miracle Mile Advisors
California
$567K +$2.46K +10 +0.5%
RFN
1117
RDA Financial Network
Iowa
$566K +$36.7K +149 +8%
SC
1118
SummitTX Capital
Texas
$560K +$518K +2,100 New
SCI
1119
Silver Coast Investments
United States
$559K
KI
1120
Keystone Investors
Singapore
$559K +$228K +923 +79%
TW
1121
TritonPoint Wealth
Maryland
$559K +$24.4K +99 +5%
OWA
1122
ORBA Wealth Advisors
Illinois
$558K
CIC
1123
Chase Investment Counsel
Virginia
$556K -$6.78M -27,501 -93%
AI
1124
AdvisorShares Investments
Maryland
$553K
HC
1125
Hamilton Capital
Ohio
$552K +$164K +666 +47%