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Name Holding Trade Value Shares
Change
Change in
Stake
KM
751
Kalos Management
Georgia
$304K -$205 -5 -0.1%
HC
752
Hendley & Co
Ohio
$302K -$10.3K -251 -4%
GIA
753
GHP Investment Advisors
Colorado
$302K -$409 -10 -0.1%
ACM
754
AlphaStar Capital Management
North Carolina
$302K +$266K +6,500 New
OIA
755
OneDigital Investment Advisors
Kansas
$301K +$277K +6,768 New
IWC
756
Integrated Wealth Concepts
Massachusetts
$301K +$277K +6,769 New
SSWM
757
Smith Salley Wealth Management
North Carolina
$300K
AWA
758
Acorn Wealth Advisors
Michigan
$297K
IAA
759
Independent Advisor Alliance
North Carolina
$297K +$273K +6,673 New
IAA
760
Ironsides Asset Advisors
North Carolina
$291K -$113K -2,750 -30%
SFO
761
Stokes Family Office
Louisiana
$291K +$268K +6,545 New
HWMG
762
Hurlow Wealth Management Group
Indiana
$290K
Fiera Capital (Canada)
763
Fiera Capital (Canada)
Quebec, Canada
$290K +$5.2K +127 +2%
KIA
764
KCM Investment Advisors
California
$289K -$75.7K -1,850 -22%
FLI
765
Family Legacy Inc
South Carolina
$289K
ESCM
766
Echo Street Capital Management
New York
$289K +$266K +6,503 New
CAM
767
Congress Asset Management
Massachusetts
$289K +$266K +6,506 New
SWM
768
SeaCrest Wealth Management
New York
$288K +$15.2K +371 +6%
CGL
769
Clarius Group LLC
Washington
$288K +$265K +6,482 New
FANJ
770
Financial Architects (New Jersey)
New Jersey
$286K -$1.76K -43 -0.7%
OFS
771
OneAscent Financial Services
Alabama
$285K -$86.5K -2,113 -25%
CDH
772
Charles D. Hyman
$285K
PWW
773
Pettyjohn Wood & White
Virginia
$284K
WCWM
774
Willow Creek Wealth Management
California
$284K
TSS
775
Two Sigma Securities
New York
$284K +$261K +6,387 New