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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1326
Ipswich Investment Management
Massachusetts
$361K
EWA
1327
EverSource Wealth Advisors
Alabama
$360K -$47.5K -258 -12%
RPCONE
1328
Retirement Planning Company of New England
Rhode Island
$360K -$21.4K -116 -6%
CIAS
1329
Capital Investment Advisory Services
North Carolina
$359K +$3.5K +19 +1%
BB
1330
Busey Bank
Illinois
$359K +$6.82K +37 +2%
SAM
1331
Strategy Asset Managers
California
$356K +$11.4K +62 +4%
ZIC
1332
ZWJ Investment Counsel
Georgia
$354K
ACS
1333
Archford Capital Strategies
Illinois
$353K -$43.9K -238 -11%
CFM
1334
Catalyst Funds Management
Australia
$352K +$221K +1,200 +200%
BWM
1335
Baron Wealth Management
Michigan
$351K -$4.61K -25 -1%
AO
1336
Advisor OS
Illinois
$351K +$55.5K +301 +20%
ECG
1337
Edge Capital Group
Georgia
$351K +$1.47K +8 +0.4%
AFG
1338
Albion Financial Group
Utah
$350K +$89.4K +485 +37%
DBG
1339
De Burlo Group
Massachusetts
$350K
1WM
1340
1858 Wealth Management
Ohio
$349K +$329K +1,788 New
SWM
1341
Stockman Wealth Management
Montana
$349K +$17.3K +94 +6%
CIG
1342
Cascade Investment Group
Colorado
$348K -$25.8K -140 -7%
SIA
1343
Strategic Investment Advisors
Michigan
$346K +$11.8K +64 +4%
BFO
1344
Biltmore Family Office
North Carolina
$346K +$15.7K +85 +5%
OC
1345
Oarsman Capital
Wisconsin
$346K +$326K +1,770 New
ACM
1346
Avalon Capital Management
California
$344K +$324K +1,759 New
MAA
1347
Mraz Amerine & Associates
California
$343K -$11.8K -64 -4%
MFG
1348
Menard Financial Group
Texas
$343K +$324K +1,756 New
EW
1349
Evoke Wealth
California
$342K +$323K +1,752 New
FAFN
1350
First Affirmative Financial Network
Colorado
$342K +$41.8K +227 +15%