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Name Holding Trade Value Shares
Change
Change in
Stake
MFFIA
401
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$310K
KCM
402
Kathmere Capital Management
Pennsylvania
$307K +$5.17K +55 +2%
LI
403
LRI Investments
Florida
$301K +$88.3K +939 +36%
MCM
404
Mengis Capital Management
Oregon
$300K -$43.3K -460 -13%
PPC
405
Park Place Capital
Alabama
$298K -$97.1K -1,032 -26%
BPA
406
Beacon Pointe Advisors
California
$297K -$413K -4,396 -60%
WFI
407
West Family Investments
California
$284K +$267K +2,840 New
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$282K +$11.2K +119 +4%
LAS
409
LWM Advisory Services
Florida
$281K -$37.2K -396 -12%
IWA
410
Icon Wealth Advisors
Texas
$281K -$86.8K -923 -25%
CP
411
Covenant Partners
Tennessee
$280K
CT
412
Chicago Trust
Illinois
$280K
William Blair & Company
413
William Blair & Company
Illinois
$272K -$9.59K -102 -4%
PA
414
Parallel Advisors
California
$268K +$32.5K +346 +15%
CAM
415
Claret Asset Management
Quebec, Canada
$266K
BEI
416
Benjamin Edwards Inc
Missouri
$266K +$250K +2,659 New
BTI
417
Blue Trust Inc
Georgia
$264K +$216K +2,293 +341%
HR
418
Hardy Reed
Mississippi
$263K +$2.82K +30 +1%
VFA
419
Valeo Financial Advisors
Indiana
$262K +$20.1K +214 +9%
BBW
420
Blue Barn Wealth
Utah
$262K -$59.4K -632 -19%
PGFC
421
Peapack-Gladstone Financial Corp
New Jersey
$262K +$7.34K +78 +3%
NVCHI
422
New Vernon Capital Holdings II
New Jersey
$260K +$244K +2,596 New
SAM
423
Sawgrass Asset Management
Florida
$258K
CCA
424
Checchi Capital Advisers
California
$256K
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$255K +$46.4K +493 +24%