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Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
326
Campbell & Co Investment Adviser
Maryland
$256K -$1.12M -7,637 -83%
SIA
327
Schechter Investment Advisors
Michigan
$254K +$226K +1,537 New
Jones Financial Companies
328
Jones Financial Companies
Missouri
$251K +$193K +1,315 +658%
SWM
329
Silverlake Wealth Management
Vermont
$248K -$23.8K -162 -10%
CIS
330
Custom Index Systems
New York
$245K +$218K +1,481 New
MSRI
331
Michael S. Ryan Inc
New York
$244K -$16.6K -113 -7%
MYIA
332
Mount Yale Investment Advisors
Colorado
$238K +$212K +1,438 New
QFA
333
Quantum Financial Advisors
California
$232K
Brown Advisory
334
Brown Advisory
Maryland
$231K +$205K +1,396 New
HW
335
Hancock Whitney
Mississippi
$231K -$3.95M -26,859 -95%
ILI
336
Invesco LLC (Illinois)
Illinois
$230K -$25.3K -172 -11%
MAM
337
Martingale Asset Management
Massachusetts
$223K -$11.3K -77 -5%
PNAA
338
Pictet North America Advisors
Switzerland
$219K +$194K +1,320 New
NI
339
NDVR Inc
Massachusetts
$214K -$10K -68 -5%
MSS
340
Mitchell Sinkler & Starr
Pennsylvania
$210K +$187K +1,268 New
ProShare Advisors
341
ProShare Advisors
Maryland
$210K -$14.6K -99 -7%
AWS
342
Atria Wealth Solutions
New York
$208K +$185K +1,257 New
LFG
343
Larson Financial Group
Missouri
$208K +$185K +1,255 New
FNT
344
First National Trust
Pennsylvania
$208K +$185K +1,255 New
DC
345
Diametric Capital
Massachusetts
$206K +$183K +1,244 New
FIM
346
Freedom Investment Management
Connecticut
$201K +$178K +1,212 New
ASN
347
Advisory Services Network
Georgia
$200K -$21.9K -149 -11%
BL
348
BFSG LLC
California
$189K
BTI
349
Blue Trust Inc
Georgia
$171K -$5.15K -35 -3%
TCOV
350
Trust Company of Vermont
Vermont
$166K