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Name Holding Trade Value Shares
Change
Change in
Stake
KLCM
1126
KG&L Capital Management
Louisiana
$334K +$364K +3,846 New
SC
1127
Sierra Capital
Florida
$333K -$182K -1,924 -33%
OFS
1128
OneAscent Financial Services
Alabama
$333K +$363K +3,836 New
AWA
1129
Arete Wealth Advisors
Illinois
$333K +$362K +3,830 New
SC
1130
Seldon Capital
California
$332K – – –
NB
1131
NBT Bank
New York
$330K +$360K +3,802 New
RFN
1132
RDA Financial Network
Iowa
$330K +$21.7K +229 +6%
LWM
1133
Lodestone Wealth Management
Washington
$330K +$35.6K +376 +11%
LI
1134
LMCG Investments
Massachusetts
$327K -$59.8K -632 -14%
VFA
1135
Values First Advisors
Tennessee
$326K -$26.3K -278 -7%
FRM
1136
Fox Run Management
Connecticut
$326K -$233K -2,462 -40%
APWM
1137
Argonautica Private Wealth Management
Massachusetts
$323K +$27.4K +290 +8%
MPCG
1138
Matrix Private Capital Group
New York
$322K – – –
Parnassus Investments
1139
Parnassus Investments
California
$321K +$15.1K +160 +5%
H
1140
HoyleCohen
California
$321K -$473 -5 -0.1%
EDRIA
1141
Edmonds Duncan Registered Investment Advisors
Kansas
$320K +$2.84K +30 +0.8%
AA
1142
AlphaMark Advisors
Kentucky
$320K +$348K +3,681 New
GCP
1143
Garda Capital Partners
Minnesota
$320K +$348K +3,680 New
CWA
1144
Canvas Wealth Advisors
Kansas
$320K -$25.5K -270 -7%
IAIM
1145
International Assets Investment Management
Florida
$320K +$23.3K +246 +7%
CC
1146
Callan Capital
California
$320K +$348K +3,677 New
GDP
1147
Great Diamond Partners
Maine
$315K -$2.17K -23 -0.6%
SW
1148
SteelPeak Wealth
California
$315K -$106K -1,116 -24%
PWM
1149
Perigon Wealth Management
California
$314K +$3.31K +35 +1%
FC
1150
Forte Capital
New York
$313K – – –