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Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
1901
All Terrain Financial Advisors
Minnesota
$235K +$265K +1,056 New
ISWM
1902
Independent Solutions Wealth Management
New York
$234K +$27.1K +108 +11%
BAM
1903
Barrett Asset Management
New York
$234K – – –
CAC
1904
Core Alternative Capital
Georgia
$234K +$264K +1,050 New
CM
1905
Crestline Management
Texas
$234K +$264K +1,050 New
SAM
1906
Simplify Asset Management
Nevada
$233K +$52.7K +210 +25%
MIH
1907
Meitav Investment House
Israel
$233K +$263K +1,047 New
SAM
1908
S.A. Mason
Michigan
$232K +$27.9K +111 +12%
HIC
1909
Holderness Investments Company
North Carolina
$232K +$261K +1,041 New
HCA
1910
Heck Capital Advisors
Wisconsin
$230K +$260K +1,035 New
WTFG
1911
Wells Trecaso Financial Group
Ohio
$230K -$41.4K -165 -14%
EARNEST Partners
1912
EARNEST Partners
Georgia
$230K – – –
HR
1913
Howe & Rusling
New York
$230K +$71.6K +285 +38%
NFP
1914
Narus Financial Partners
Utah
$229K +$258K +1,029 New
ZCA
1915
Zeke Capital Advisors
Pennsylvania
$229K -$271K -1,080 -51%
FNWM
1916
Financial Network Wealth Management
Utah
$229K – – –
SWM
1917
Segment Wealth Management
Texas
$229K +$2.26K +9 +0.9%
HI
1918
Hudock Inc
Pennsylvania
$229K +$28.6K +114 +12%
SFA
1919
Seneca Financial Advisors
New York
$228K +$15.8K +63 +7%
PAMG
1920
Patton Albertson Miller Group
Tennessee
$228K -$47.5K -189 -16%
SDWIA
1921
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$228K +$30.9K +123 +14%
CFAM
1922
Center For Asset Management
Florida
$228K +$257K +1,023 New
KFS
1923
Kelly Financial Services
Massachusetts
$228K +$10.5K +42 +4%
RCA
1924
Reitz Capital Advisors
Michigan
$227K – – –
MPWT
1925
MassMutual Private Wealth & Trust
Connecticut
$227K +$16.6K +66 +7%