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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
451
Pallas Capital Advisors
Massachusetts
$260K +$258K +17,752 New
KFS
452
Kaizen Financial Strategies
California
$257K -$67.3K -4,633 -21%
BPA
453
Beacon Pointe Advisors
California
$256K +$254K +17,448 New
BWM
454
BCS Wealth Management
Tennessee
$254K
IIM
455
Ironwood Investment Management
Massachusetts
$253K
SCI
456
S&CO Inc
Massachusetts
$249K
JVBC
457
J.V. Bruni & Co
Colorado
$246K -$12.3M -847,235 -98%
PA
458
PFG Advisors
Arizona
$240K
NAM
459
NorthCrest Asset Manangement
Minnesota
$239K +$236K +16,225 New
William Blair & Company
460
William Blair & Company
Illinois
$239K +$237K +16,299 New
WPC
461
Wedmont Private Capital
Pennsylvania
$238K +$62.9K +4,332 +37%
GWMR
462
GC Wealth Management RIA
Massachusetts
$232K +$2.35K +162 +1%
DWT
463
Dorsey & Whitney Trust
South Dakota
$230K +$13.8K +951 +6%
VFA
464
Valeo Financial Advisors
Indiana
$229K -$13.1K -903 -5%
QCM
465
QRG Capital Management
Illinois
$227K +$28.9K +1,986 +15%
Fidelity International
466
Fidelity International
Bermuda
$222K +$221K +15,177 New
CMI
467
Clare Market Investments
Texas
$220K
DC
468
Davenport & Co
Virginia
$220K +$43.6K +3,000 +25%
ABC
469
Associated Banc-Corp
Wisconsin
$220K +$218K +15,000 New
GRP
470
Global Retirement Partners
California
$219K +$217K +14,968 New
CI
471
CX Institutional
Indiana
$219K +$10.8K +741 +5%
CAM
472
Cidel Asset Management
Ontario, Canada
$218K
KAS
473
Kestra Advisory Services
Texas
$217K -$235K -16,139 -52%
KCM
474
Kendall Capital Management
Maryland
$216K -$13.8K -953 -6%
AAM
475
Augustine Asset Management
Florida
$210K -$3.02K -208 -1%