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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
901
Wilbanks Smith & Thomas Asset Management
Virginia
$759K -$546K -4,623 -47%
RP
902
Riverbridge Partners
Minnesota
$759K -$54.9K -465 -8%
CFD
903
Creative Financial Designs
Indiana
$754K +$94.6K +801 +18%
CBT
904
Central Bank & Trust
Kentucky
$751K
F
905
Filament
Washington
$750K -$3.54K -30 -0.6%
CFA
906
Capstone Financial Advisors
Illinois
$750K +$80.8K +684 +15%
HCM
907
Howland Capital Management
Massachusetts
$749K -$383K -3,240 -38%
WA
908
WBH Advisory
Maryland
$746K -$46.4K -393 -7%
ODCM
909
Old Dominion Capital Management
Virginia
$740K
WAG
910
Winthrop Advisory Group
Massachusetts
$739K +$260K +2,205 +77%
PCM
911
Penserra Capital Management
California
$734K -$1.1M -9,345 -64%
CAGAS
912
Capital Advisory Group Advisory Services
Minnesota
$722K +$29.4K +249 +5%
DIM
913
Delta Investment Management
California
$722K +$198K +1,680 +50%
APWA
914
Atlas Private Wealth Advisors
New Jersey
$722K +$204K +1,731 +52%
WA
915
Wealth Alliance
New York
$721K -$95.6K -810 -14%
AIA
916
AIMZ Investment Advisors
California
$721K -$35.4K -300 -6%
B
917
Bridgeworth
Alabama
$721K +$8.86K +75 +2%
ETC
918
Exchange Traded Concepts
Oklahoma
$719K +$310K +2,628 +110%
SC
919
Savant Capital
Illinois
$718K -$14.5K -123 -2%
1WA
920
180 Wealth Advisors
Washington
$717K +$133K +1,125 +28%
WEC
921
Winslow Evans & Crocker
Massachusetts
$717K +$492K +4,170 +496%
EAM
922
Eagle Asset Management
Florida
$715K +$605K +5,121 New
CWP
923
CFM Wealth Partners
Texas
$712K +$23K +195 +4%
AIS
924
AM Investment Strategies
Tennessee
$712K +$588K +4,977 New
LSPW
925
Lake Street Private Wealth
Illinois
$707K -$52.1K -441 -8%