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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
376
Concurrent Investment Advisors
Florida
$341K -$2.66K -54 -0.8%
MIM
377
Morningstar Investment Management
Illinois
$339K -$109K -2,218 -24%
HCM
378
Howard Capital Management
Georgia
$335K +$91K +1,848 +37%
FCM
379
Fourpath Capital Management
Oklahoma
$334K -$5.12K -104 -1%
PWA
380
Principia Wealth Advisory
Texas
$333K -$49 -1 -0%
SCM
381
Stevens Capital Management
Pennsylvania
$331K +$336K +6,822 New
LOIP
382
Live Oak Investment Partners
Texas
$328K +$333K +6,767 New
MPM
383
MBB Public Markets
Illinois
$322K +$327K +6,645 New
BFG
384
Bleakley Financial Group
New Jersey
$322K +$55.5K +1,126 +20%
WT
385
Whittier Trust
California
$321K
CAMG
386
CWA Asset Management Group
Florida
$320K +$5.96K +121 +2%
FFN
387
Focus Financial Network
Minnesota
$319K +$324K +6,575 New
AF
388
Allworth Financial
California
$318K +$45.9K +931 +16%
USAA
389
United Services Automobile Association
Texas
$315K
AWE
390
Avidian Wealth Enterprises
Texas
$310K +$315K +6,392 New
NA
391
Nautilus Advisors
California
$303K
FAN
392
Financial Advisors Network
California
$302K +$1.97K +40 +0.6%
PA
393
PharVision Advisers
Florida
$299K +$304K +6,171 New
CG
394
Caprock Group
Idaho
$296K +$121K +2,463 +68%
SMC
395
Smith, Moore & Co
Missouri
$295K -$394K -8,000 -57%
ABLA
396
Alan B. Lancz & Associates
Ohio
$292K
FCB
397
First County Bank
Connecticut
$291K -$75.2K -1,526 -20%
BEI
398
Benjamin Edwards Inc
Missouri
$290K -$155K -3,140 -34%
EP
399
EPIQ Partners
Minnesota
$277K
Bessemer Group
400
Bessemer Group
New Jersey
$274K -$1.48K -30 -0.5%