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Name Holding Trade Value Shares
Change
Change in
Stake
NA
401
NewEdge Advisors
Louisiana
$278K – – –
SS
402
Simplicity Solutions
Minnesota
$277K +$291K +3,414 New
ED
403
Exane Derivatives
France
$277K +$41K +481 +16%
Brown Advisory
404
Brown Advisory
Maryland
$276K -$34.3K -402 -11%
CIA
405
Capital Investment Advisors
Georgia
$275K +$85 +1 +0%
ETI
406
Enterprise Trust & Investment
California
$273K – – –
OPS
407
Orion Portfolio Solutions
Nebraska
$273K +$2.39K +28 +0.8%
CBT
408
CoreFirst Bank & Trust
Kansas
$271K – – –
TF
409
TRH Financial
Iowa
$266K +$11.9K +140 +4%
GG
410
Gofen & Glossberg
Illinois
$266K +$280K +3,280 New
SB
411
Simmons Bank
Arkansas
$264K -$16.3K -191 -6%
JIP
412
JBJ Investment Partners
South Carolina
$261K – – –
PMFA
413
Plante Moran Financial Advisors
Michigan
$260K – – –
DSC
414
Duncker Streett & Co
Missouri
$254K +$171 +2 +0.1%
EF
415
Empirical Finance
Pennsylvania
$252K +$15.8K +185 +6%
FIA
416
Foundations Investment Advisors
Arizona
$248K +$260K +3,044 New
AAS
417
Avantax Advisory Services
Texas
$247K +$25.6K +300 +11%
SCA
418
Strategic Capital Advisers
Colorado
$239K +$252K +2,950 New
CI
419
Conning Inc
Connecticut
$238K -$31.6K -370 -11%
CSIC
420
Clifford Swan Investment Counsel
California
$232K – – –
Lido Advisors
421
Lido Advisors
California
$231K +$244K +2,863 New
BC
422
Burney Company
Virginia
$230K – – –
CAMG
423
CWA Asset Management Group
Florida
$229K +$427 +5 +0.2%
FCCM
424
First City Capital Management
Georgia
$227K – – –
DA
425
Detalus Advisors
Missouri
$226K -$51.6K -605 -18%