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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
1551
Meeder Advisory Services
Ohio
$635K -$17.5K -90 -2%
SC
1552
Seldon Capital
California
$635K – – –
Balentine LLC
1553
Balentine LLC
Georgia
$634K -$16.1K -83 -2%
SRC
1554
Sage Rhino Capital
California
$631K -$26.4K -136 -3%
IIA
1555
IPG Investment Advisors
California
$628K +$386K +1,985 +111%
BFO
1556
Boston Family Office
Massachusetts
$624K -$18.5K -95 -2%
BBI
1557
Baxter Bros Inc
Connecticut
$619K +$522K +2,686 +257%
LWM
1558
Lodestone Wealth Management
Washington
$619K +$19.2K +99 +3%
KWMG
1559
King Wealth Management Group
Florida
$617K +$24.7K +127 +4%
CoreCap Advisors
1560
CoreCap Advisors
Michigan
$615K +$4.86K +25 +0.7%
LWL
1561
Leo Wealth LLC
Texas
$615K +$115K +592 +19%
PWG
1562
Portside Wealth Group
Utah
$609K +$51.9K +267 +8%
SageView Advisory Group
1563
SageView Advisory Group
California
$608K +$15.4K +79 +2%
RCA
1564
Resonant Capital Advisors
Wisconsin
$605K +$71.5K +368 +11%
Chicago Partners Investment Group
1565
Chicago Partners Investment Group
Illinois
$604K +$29.7K +153 +5%
Fiduciary Trust
1566
Fiduciary Trust
Massachusetts
$604K -$153K -789 -18%
JIC
1567
Joel Isaacson & Co
New York
$603K +$98.9K +509 +16%
CA
1568
Continuum Advisory
Idaho
$602K -$11.7K -60 -2%
Waldron Private Wealth
1569
Waldron Private Wealth
Pennsylvania
$602K -$1.2M -6,186 -63%
MPCG
1570
Matrix Private Capital Group
New York
$600K -$37.1K -191 -5%
FHA
1571
Flagship Harbor Advisors
Massachusetts
$594K +$87.3K +449 +14%
Stephens Investment Management Group
1572
Stephens Investment Management Group
Texas
$594K +$5.83K +30 +0.8%
JWCA
1573
J.W. Coons Advisors
Ohio
$593K +$89.4K +460 +15%
IIC
1574
Ironwood Investment Counsel
Arizona
$592K +$3.89K +20 +0.6%
NFG
1575
Norris Financial Group
South Carolina
$592K -$457K -2,354 -40%