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Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
526
Acorn Financial Advisory Services
Virginia
$310K -$4.61K -46 -2%
MA
527
Montag & Associates
Georgia
$310K – – –
AWM
528
Apollon Wealth Management
South Carolina
$309K +$269K +2,687 New
CC
529
Chicago Capital
Illinois
$305K +$266K +2,654 New
CWMK
530
Caliber Wealth Management (Kansas)
Kansas
$301K +$22.2K +221 +9%
PFM
531
Patton Fund Management
Texas
$300K – – –
DLA
532
Douglas Lane & Associates
New York
$299K – – –
AF
533
Allworth Financial
California
$298K +$40.1K +400 +18%
BHCM
534
Brevan Howard Capital Management
Jersey
$298K -$162K -1,617 -38%
DCM
535
Delta Capital Management
New Jersey
$296K – – –
ET
536
Equitable Trust
Tennessee
$295K – – –
JF
537
Jump Financial
Illinois
$295K +$258K +2,569 New
AFG
538
Atomi Financial Group
New York
$293K +$256K +2,555 New
FWIA
539
Fort Washington Investment Advisors
Ohio
$284K -$127K -1,267 -34%
MFS
540
Mirabella Financial Services
United Kingdom
$280K +$244K +2,435 New
RAM
541
Reflection Asset Management
South Carolina
$276K – – –
Brown Advisory
542
Brown Advisory
Maryland
$275K +$240K +2,395 New
QF
543
QVT Financial
New York
$272K +$238K +2,372 New
WA
544
Waddell & Associates
Tennessee
$272K +$1.3K +13 +0.6%
MPWS
545
McCarter Private Wealth Services
Massachusetts
$271K +$237K +2,360 New
EWA
546
EverSource Wealth Advisors
Alabama
$271K +$7.02K +70 +3%
KF
547
Krilogy Financial
Missouri
$270K -$32K -319 -10%
AT
548
American Trust
Kentucky
$267K +$233K +2,321 New
SB
549
Simmons Bank
Arkansas
$265K +$232K +2,310 New
PWA
550
Phoenix Wealth Advisors
North Carolina
$265K -$7.62K -76 -3%