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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Mission Wealth Management
California
$505K +$42.5K +362 +9%
PMA
927
Prudent Man Advisors
Illinois
$504K
BC
928
Bridgefront Capital
Texas
$503K +$217K +1,845 +69%
C
929
Certuity
Florida
$501K +$17.7K +151 +3%
SAI
930
Systematic Alpha Investments
New Jersey
$500K
CSIC
931
Clifford Swan Investment Counsel
California
$500K +$1.41K +12 +0.3%
AAM
932
Aureus Asset Management
Massachusetts
$499K +$41.1K +350 +8%
PGFC
933
Peapack-Gladstone Financial Corp
New Jersey
$497K +$46.6K +397 +10%
BIAS
934
Beacon Investment Advisory Services
New Jersey
$494K -$5.05K -43 -1%
VFA
935
Values First Advisors
Tennessee
$490K +$63K +537 +14%
OWA
936
Octavia Wealth Advisors
Ohio
$487K -$51.2K -436 -9%
VNA
937
Valley National Advisers
Pennsylvania
$487K
APP
938
Avantax Planning Partners
Iowa
$485K +$14.1K +120 +3%
FAIM
939
Financial Advocates Investment Management
Washington
$485K +$85.4K +727 +20%
GIA
940
Guyasuta Investment Advisors
Pennsylvania
$484K -$2.35K -20 -0.5%
HWMA
941
Heritage Wealth Management (Arizona)
Arizona
$479K +$177K +1,509 +54%
LFA
942
Legacy Financial Advisors
Kentucky
$478K +$54.5K +464 +12%
MSAM
943
Moloney Securities Asset Management
Missouri
$474K -$84.9K -723 -15%
WPP
944
Whalerock Point Partners
Rhode Island
$473K
FB
945
Fulton Bank
Pennsylvania
$472K +$35K +298 +8%
MW
946
Marcum Wealth
Ohio
$469K -$35.9K -306 -7%
NFG
947
Next Financial Group
Texas
$469K +$54.8K +467 +13%
WANY
948
Wealthspire Advisors (New York)
New York
$468K +$492K +4,191 New
MFG
949
Menard Financial Group
Texas
$466K +$57.1K +486 +13%
BCM
950
Breiter Capital Management
Florida
$465K