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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1401
Weik Capital Management
Pennsylvania
$997K
SCM
1402
Sirios Capital Management
Massachusetts
$996K +$469K +5,693 +114%
MAWA
1403
Moss Adams Wealth Advisors
Washington
$994K +$74.3K +902 +9%
FFO
1404
Fiduciary Family Office
Florida
$992K -$110K -1,339 -11%
AA
1405
Alta Advisers
United Kingdom
$990K
OCM
1406
One Capital Management
California
$986K +$32.8K +398 +4%
BHCM
1407
Brevan Howard Capital Management
Jersey
$985K -$919K -11,165 -51%
ETC
1408
Exchange Traded Concepts
Oklahoma
$981K +$624K +7,578 +258%
TFS
1409
Thoroughbred Financial Services
Tennessee
$980K -$851K -10,340 -50%
AGDI
1410
Absolute Gestao de Investimentos
Brazil
$980K +$864K +10,500 New
LIA
1411
Limestone Investment Advisors
New York
$971K +$857K +10,410 New
FWP
1412
Firethorn Wealth Partners
Georgia
$970K -$1.65K -20 -0.2%
LI
1413
LRI Investments
Florida
$957K +$235K +2,855 +39%
SCM
1414
Stevens Capital Management
Pennsylvania
$955K +$843K +10,241 New
Loomis, Sayles & Company
1415
Loomis, Sayles & Company
Massachusetts
$951K -$20.7K -252 -2%
SWCM
1416
Sullivan Wood Capital Management
District of Columbia
$950K +$838K +10,180 New
NFC
1417
Northeast Financial Consultants
Connecticut
$950K
VFA
1418
Voya Financial Advisors
Connecticut
$945K -$72.6K -882 -8%
MMPW
1419
Mitchell McLeod Pugh & Williams
Alabama
$943K +$4.53K +55 +0.5%
SFO
1420
Stokes Family Office
Louisiana
$938K +$243K +2,947 +41%
EW
1421
Evoke Wealth
California
$937K +$298K +3,616 +56%
QWP
1422
Quotient Wealth Partners
Texas
$936K -$11.7K -142 -1%
SCI
1423
Stableford Capital II
Arizona
$936K +$844K +10,249 New
PCG
1424
Prosperity Consulting Group
Maryland
$935K +$135K +1,642 +20%
BPIM
1425
Brant Point Investment Management
New York
$933K +$823K +10,000 New