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Name Holding Trade Value Shares
Change
Change in
Stake
HA
951
Harfst & Associates
Wyoming
$564K -$50.6K -303 -7%
CG
952
Colony Group
Massachusetts
$562K -$29.9K -179 -5%
VEA
953
Virtus ETF Advisers
New York
$558K -$52.3K -313 -8%
TFS
954
TrustCore Financial Services
Tennessee
$558K
VFA
955
Voya Financial Advisors
Connecticut
$557K -$9.69K -58 -2%
DAM
956
Delta Asset Management
Tennessee
$556K
CPWA
957
Cerro Pacific Wealth Advisors
California
$552K -$63K -377 -9%
CC
958
Corsicana & Co
Texas
$552K -$50.1K -300 -7%
HCP
959
Holt Capital Partners
Texas
$551K
SCM
960
Shelton Capital Management
Colorado
$550K
PIA
961
Pinion Investment Advisors
Kansas
$546K -$89.4K -535 -13%
IFWM
962
Institute for Wealth Management
Colorado
$545K +$12K +72 +2%
CCIA
963
Cherry Creek Investment Advisors
Colorado
$532K +$51.3K +307 +9%
BLC
964
Brown, Lisle/Cummings
Rhode Island
$530K
GIM
965
Groesbeck Investment Management
New Jersey
$528K
BG
966
Bollard Group
Massachusetts
$524K +$1.17K +7 +0.2%
AWM
967
Axxcess Wealth Management
California
$523K +$33.9K +203 +6%
TCM
968
Tributary Capital Management
Nebraska
$520K -$14.2K -85 -2%
TCB
969
Texas Capital Bancshares
Texas
$520K
SXL
970
Summit X LLC
Missouri
$519K +$37.1K +222 +7%
SAM
971
Sompo Asset Management
Japan
$519K +$323K +1,930 +123%
CA
972
Continuum Advisory
Idaho
$517K -$115K -686 -16%
AWM
973
Aberdeen Wealth Management
Illinois
$516K
SRC
974
Sage Rhino Capital
California
$516K +$16.4K +98 +3%
VFA
975
Valeo Financial Advisors
Indiana
$514K +$58.3K +349 +11%