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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
801
OneAscent Financial Services
Alabama
$1.05M +$127K +1,083 +12%
HW
802
Hancock Whitney
Mississippi
$1.05M +$137K +1,168 +13%
TMC
803
Trellus Management Company
Florida
$1.04M -$585K -5,000 -33%
CIA
804
Cladis Investment Advisory
Montana
$1.04M – – –
AIA
805
Alera Investment Advisors
Illinois
$1.03M +$1.15M +9,844 New
PCS
806
Personal CFO Solutions
New Jersey
$1.02M -$914K -7,816 -44%
ACA
807
Atlas Capital Advisors
Wyoming
$1.02M +$15K +128 +1%
GCS
808
Gordian Capital (Singapore)
Singapore
$1.02M – – –
CG
809
Colony Group
Massachusetts
$1.02M +$366K +3,131 +47%
CIC
810
Carnegie Investment Counsel
Ohio
$1.01M -$212K -1,809 -16%
JWM
811
Jupiter Wealth Management
Colorado
$1M -$574K -4,905 -34%
DJSG
812
D.J. St. Germain
Massachusetts
$995K – – –
HIM
813
Herald Investment Management
United Kingdom
$990K – – –
NFG
814
Nations Financial Group
Iowa
$985K -$253K -2,160 -19%
HWM
815
HB Wealth Management
Georgia
$984K -$3.04K -26 -0.3%
DWT
816
Dorsey & Whitney Trust
South Dakota
$981K +$67.6K +578 +7%
PP
817
PDS Planning
Ohio
$980K +$164K +1,406 +18%
BWM
818
Bulltick Wealth Management
Florida
$967K -$115K -984 -10%
PCG
819
Prosperity Consulting Group
Maryland
$960K +$63.4K +542 +6%
1WA
820
180 Wealth Advisors
Washington
$955K +$11.3K +97 +1%
OHIS
821
Oak Harvest Investment Services
Texas
$945K -$13.3K -114 -1%
SFA
822
Souders Financial Advisors
Ohio
$944K +$35.6K +304 +3%
SDIC
823
South Dakota Investment Council
South Dakota
$940K +$187K +1,600 +22%
DA
824
DCF Advisers
Connecticut
$938K +$1.05M +9,000 New
Diamond Hill Capital Management
825
Diamond Hill Capital Management
Ohio
$937K -$460K -3,935 -30%