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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1126
Sierra Capital
Florida
$333K -$182K -1,924 -33%
OFS
1127
OneAscent Financial Services
Alabama
$333K +$363K +3,836 New
AWA
1128
Arete Wealth Advisors
Illinois
$333K +$362K +3,830 New
SC
1129
Seldon Capital
California
$332K
NB
1130
NBT Bank
New York
$330K +$360K +3,802 New
RFN
1131
RDA Financial Network
Iowa
$330K +$21.7K +229 +6%
LWM
1132
Lodestone Wealth Management
Washington
$330K +$35.6K +376 +11%
LI
1133
LMCG Investments
Massachusetts
$327K -$59.8K -632 -14%
VFA
1134
Values First Advisors
Tennessee
$326K -$26.3K -278 -7%
FRM
1135
Fox Run Management
Connecticut
$326K -$233K -2,462 -40%
APWM
1136
Argonautica Private Wealth Management
Massachusetts
$323K +$27.4K +290 +8%
MPCG
1137
Matrix Private Capital Group
New York
$322K
Parnassus Investments
1138
Parnassus Investments
California
$321K +$15.1K +160 +5%
H
1139
HoyleCohen
California
$321K -$473 -5 -0.1%
EDRIA
1140
Edmonds Duncan Registered Investment Advisors
Kansas
$320K +$2.84K +30 +0.8%
AA
1141
AlphaMark Advisors
Kentucky
$320K +$348K +3,681 New
GCP
1142
Garda Capital Partners
Minnesota
$320K +$348K +3,680 New
CWA
1143
Canvas Wealth Advisors
Kansas
$320K -$25.5K -270 -7%
IAIM
1144
International Assets Investment Management
Florida
$320K +$23.3K +246 +7%
CC
1145
Callan Capital
California
$320K +$348K +3,677 New
GDP
1146
Great Diamond Partners
Maine
$315K -$2.17K -23 -0.6%
SW
1147
SteelPeak Wealth
California
$315K -$106K -1,116 -24%
PWM
1148
Perigon Wealth Management
California
$314K +$3.31K +35 +1%
FC
1149
Forte Capital
New York
$313K
BFA
1150
Bill Few Associates
Pennsylvania
$312K