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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Chesapeake Wealth Management
Virginia
$245K -$23.3K -169 -9%
BEAM
327
Baker Ellis Asset Management
Washington
$240K
URS
328
Utah Retirement Systems
Utah
$240K
MSRI
329
Michael S. Ryan Inc
New York
$238K
ILI
330
Invesco LLC (Illinois)
Illinois
$234K -$2.21K -16 -1%
LAM
331
L2 Asset Management
Massachusetts
$223K +$25.7K +186 +14%
XT
332
XTX Topco
Cayman Islands
$219K +$201K +1,455 New
FM
333
Foster & Motley
Ohio
$217K +$200K +1,447 New
MAM
334
Martingale Asset Management
Massachusetts
$214K -$1.26M -9,101 -86%
Cetera Investment Advisers
335
Cetera Investment Advisers
Illinois
$213K -$23K -167 -11%
RIA
336
Realta Investment Advisors
Delaware
$212K +$9.94K +72 +5%
CAG
337
Crestwood Advisors Group
Massachusetts
$210K
FP
338
Factorial Partners
New York
$210K
QFA
339
Quantum Financial Advisors
California
$210K
AWE
340
Avidian Wealth Enterprises
Texas
$207K +$190K +1,377 New
AIFAIM
341
American Institute for Advanced Investment Management
Arizona
$205K -$41.8K -303 -18%
ProShare Advisors
342
ProShare Advisors
Maryland
$205K -$11.9K -86 -6%
NI
343
NDVR Inc
Massachusetts
$204K +$188K +1,360 New
ASN
344
Advisory Services Network
Georgia
$204K -$60K -435 -24%
DADC
345
D.A. Davidson & Co
Montana
$203K +$187K +1,353 New
CL
346
CSS LLC
Illinois
$192K -$315K -2,284 -64%
AFS
347
Annapolis Financial Services
Maryland
$174K
BL
348
BFSG LLC
California
$172K +$158K +1,143 New
BTI
349
Blue Trust Inc
Georgia
$162K +$26.9K +195 +22%
TCOV
350
Trust Company of Vermont
Vermont
$150K