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Name Holding Trade Value Shares
Change
Change in
Stake
AA
2626
ACT Advisors
North Carolina
$242K +$244K +4,111 New
SPWG
2627
Sage Private Wealth Group
Illinois
$242K +$244K +4,115 New
MSR
2628
Main Street Research
Connecticut
$241K -$14.8M -249,415 -98%
CCM
2629
Chiron Capital Management
Florida
$241K +$27.1K +457 +13%
CIC
2630
Chilton Investment Company
Connecticut
$241K +$244K +4,109 New
NFG
2631
Northeast Financial Group
Pennsylvania
$241K +$243K +4,099 New
HGWM
2632
Harvest Group Wealth Management
Massachusetts
$240K -$29.2K -492 -11%
WCM
2633
Wisconsin Capital Management
Wisconsin
$240K +$243K +4,087 New
CFG
2634
Compton Financial Group
Maryland
$240K +$260K +4,375 New
FPIS
2635
Financial Planning & Information Services
Wisconsin
$239K – – –
SSWG
2636
Seven Springs Wealth Group
Tennessee
$239K +$1.96K +33 +0.8%
NCM
2637
Next Capital Management
New York
$239K +$242K +4,071 New
SFPG
2638
Stonebridge Financial Planning Group
Florida
$238K – – –
SCA
2639
SMH Capital Advisors
Texas
$238K +$119 +2 +0%
CPC
2640
Consolidated Planning Corp
Georgia
$238K +$35.4K +596 +17%
Marshall Wace
2641
Marshall Wace
United Kingdom
$237K -$10.8M -181,768 -98%
IAS
2642
IMA Advisory Services
Colorado
$237K -$4.39K -74 -2%
SFG
2643
Sather Financial Group
Texas
$237K +$2.85K +48 +1%
SFA
2644
Source Financial Advisors
New York
$237K +$240K +4,042 New
AAP
2645
Aristotle Atlantic Partners
Florida
$235K – – –
NEWAS
2646
N.E.W. Advisory Services
Wisconsin
$235K +$235K +3,955 New
RF
2647
Rollins Financial
Georgia
$235K +$237K +3,997 New
HFA
2648
Hoover Financial Advisors
Pennsylvania
$233K +$2.38K +40 +1%
RTC
2649
Riverview Trust Company
Washington
$232K – – –
ACM
2650
Ashford Capital Management
Delaware
$230K – – –