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Name Holding Trade Value Shares
Change
Change in
Stake
TA
2076
Trellis Advisors
Washington
$343K +$1.97K +12 +0.6%
OWA
2077
One Wealth Advisors
California
$342K
CF
2078
Corrigan Financial
Rhode Island
$341K
SIM
2079
Stratos Investment Management
Ohio
$341K +$322K +1,966 New
CAM
2080
Crestone Asset Management
Colorado
$340K +$40K +244 +14%
FPCG
2081
Fort Pitt Capital Group
Pennsylvania
$339K -$27.8K -170 -8%
ESBC
2082
E.S. Barr & Co
Kentucky
$339K
TAM
2083
Tradition Asset Management
Virginia
$335K +$317K +1,935 New
AEPG
2084
American Economic Planning Group
New Jersey
$333K -$61.6K -376 -16%
TF
2085
Tompkins Financial
New York
$332K -$7.37K -45 -2%
DCM
2086
Driehaus Capital Management
Illinois
$331K -$21.8K -133 -7%
IC
2087
Inscription Capital
Texas
$330K -$113K -693 -26%
HCM
2088
HGI Capital Management
New York
$330K
AIP
2089
ARS Investment Partners
New York
$329K -$16K -98 -5%
FC
2090
FCA Corp
Texas
$326K +$11.1K +68 +4%
DHFB
2091
Dixon Hubard Feinour & Brown
Virginia
$325K
QCM
2092
Quantinno Capital Management
New York
$323K -$189K -1,153 -38%
CAM
2093
Concorde Asset Management
Michigan
$322K -$3.44K -21 -1%
CG
2094
Corundum Group
Colorado
$322K +$1.8K +11 +0.6%
LJHT
2095
Laurie J. Hall Trustee
$320K +$12.3K +75 +4%
CS
2096
Cannell & Spears
New York
$318K -$32.7K -200 -10%
BMCM
2097
Bryn Mawr Capital Management
Pennsylvania
$318K +$15.1K +92 +5%
BFWA
2098
Benchmark Financial Wealth Advisors
Florida
$317K -$44.9K -274 -13%
TRCT
2099
Tower Research Capital (TRC)
New York
$316K -$4.75M -28,980 -94%
NFG
2100
Nations Financial Group
Iowa
$316K +$298K +1,819 New