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Name Holding Trade Value Shares
Change
Change in
Stake
GFS
2051
GYL Financial Synergies
Connecticut
$332K +$335K +5,898 New
EAMA
2052
EFG Asset Management (Americas)
Florida
$331K -$23.4K -412 -7%
KP
2053
Keel Point
Alabama
$329K -$63.9K -1,127 -16%
HP
2054
HT Partners
Connecticut
$329K +$42.8K +755 +15%
SCM
2055
Smith Capital Management
Arkansas
$329K +$332K +5,856 New
HIS
2056
Horizon Investment Services
Indiana
$328K -$73.1K -1,288 -18%
CAAS
2057
Capital Asset Advisory Services
Michigan
$327K
CBOR
2058
Community Bank of Raymore
Missouri
$327K
SWMG
2059
Strategic Wealth Management Group
Maryland
$327K +$330K +5,814 New
WorldQuant Millennium Advisors
2060
WorldQuant Millennium Advisors
New York
$327K +$331K +5,825 New
QAM
2061
Questar Asset Management
Minnesota
$326K +$329K +5,800 New
W
2062
Wealthquest
Ohio
$325K +$328K +5,784 New
SHWM
2063
Smith & Howard Wealth Management
Georgia
$323K +$326K +5,743 New
AMM
2064
American Money Management
California
$321K
WAS
2065
Winch Advisory Services
Wisconsin
$320K -$12.8K -225 -4%
AWM
2066
Aries Wealth Management
Maine
$320K
RAM
2067
Riggs Asset Management
Pennsylvania
$320K
BFG
2068
Bouchey Financial Group
New York
$319K -$2.55K -45 -0.8%
PFA
2069
Pettinga Financial Advisors
Indiana
$319K +$322K +5,683 New
KTA
2070
Keeley-Teton Advisors
Illinois
$318K +$35.4K +624 +12%
TFO
2071
Tarbox Family Office
California
$317K +$13K +229 +4%
DI
2072
DFPG Investments
Utah
$317K +$320K +5,647 New
KB
2073
Kimelman & Baird
New York
$316K -$2.95K -52 -0.9%
SAM
2074
Shamrock Asset Management
Texas
$316K -$1.25K -22 -0.4%
MKC
2075
M. Kraus & Co
Vermont
$316K