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Name Holding Trade Value Shares
Change
Change in
Stake
IC
1801
Inscription Capital
Texas
$555K +$581K +4,210 New
BPM
1802
Bowling Portfolio Management
Ohio
$552K -$24.2K -175 -4%
OPA
1803
Old Port Advisors
Maine
$552K +$552K +3,998 New
LDB
1804
Lee, Danner & Bass
Tennessee
$549K +$376K +2,723 +189%
JA
1805
JOYN Advisors
Georgia
$548K -$117K -846 -17%
SIAS
1806
Shine Investment Advisory Services
Colorado
$547K
CPO
1807
Cerity Partners OCIO
New York
$546K +$21K +152 +4%
SIM
1808
SSI Investment Management
California
$542K +$113K +820 +25%
RTC
1809
Riverview Trust Company
Washington
$542K +$568K +4,110 New
CWM
1810
Circle Wealth Management
New Jersey
$541K
GIA
1811
Guyasuta Investment Advisors
Pennsylvania
$539K
WCWM
1812
Willow Creek Wealth Management
California
$536K
WF
1813
WoodTrust Financial
Wisconsin
$536K
BCWM
1814
Bartlett & Co Wealth Management
Ohio
$535K
BC
1815
Bartlett & Co
Ohio
$535K
SFWC
1816
Strategic Family Wealth Counselors
New Jersey
$535K +$560K +4,054 New
BCM
1817
Becker Capital Management
Oregon
$533K +$253K +1,829 +83%
MTIM
1818
Marathon Trading Investment Management
Pennsylvania
$533K +$558K +4,040 New
CSS
1819
Cubist Systematic Strategies
Connecticut
$529K -$884K -6,403 -61%
PSC
1820
Prentiss Smith & Co
Vermont
$528K
GCMG
1821
Gyroscope Capital Management Group
Florida
$528K +$552K +4,000 New
AIM
1822
Advantage Investment Management
Iowa
$523K +$84.2K +610 +18%
FNBSF
1823
First National Bank Sioux Falls
South Dakota
$519K +$55.2K +400 +11%
WA
1824
Waverly Advisors
Alabama
$517K -$430K -3,113 -44%
CA
1825
Continuum Advisory
Idaho
$516K -$119K -865 -18%