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Name Holding Trade Value Shares
Change
Change in
Stake
WMC
526
Westwood Management Corporation
Illinois
$385K
PFM
527
Parsec Financial Management
North Carolina
$382K
CAL
528
Capital Analysts LLC
Pennsylvania
$381K -$25.2K -135 -6%
UFF
529
USA Financial Formulas
Michigan
$372K -$1.21M -6,507 -77%
LW
530
Linscomb Wealth
Texas
$366K -$763K -4,097 -68%
FMLI
531
Fukoku Mutual Life Insurance
Japan
$366K -$55.9K -300 -14%
LAM
532
Lountzis Asset Management
Pennsylvania
$366K +$354K +1,900 New
Lido Advisors
533
Lido Advisors
California
$362K +$34.3K +184 +11%
MGIA
534
Moneta Group Investment Advisors
Missouri
$360K +$16.4K +88 +5%
DWA
535
Dorsey Wright & Associates
California
$359K
CWM
536
Chesapeake Wealth Management
Virginia
$357K +$35.2K +189 +11%
VCM
537
Vigilant Capital Management
Maine
$352K
TB
538
Terril Brothers
Missouri
$347K
IP
539
Interval Partners
New York
$346K +$335K +1,799 New
NICM
540
Neo Ivy Capital Management
New York
$345K +$333K +1,789 New
IC
541
Intersect Capital
California
$339K -$33.7K -181 -9%
DAS
542
Dynamic Advisor Solutions
Arizona
$339K -$1.12K -6 -0.3%
FHA
543
First Horizon Advisors
Tennessee
$332K -$15.1K -81 -4%
CFFP
544
Center for Financial Planning
Michigan
$329K -$4.47K -24 -1%
Luther King Capital Management (LKCM)
545
Luther King Capital Management (LKCM)
Texas
$325K
AAMA
546
Advanced Asset Management Advisors
Ohio
$325K +$745 +4 +0.2%
NL
547
NWAM LLC
Washington
$325K +$315K +1,690 New
SP
548
Symmetry Partners
Connecticut
$324K -$198K -1,065 -39%
RWM
549
Ritholtz Wealth Management
New York
$323K
CIA
550
Capital Investment Advisors
Georgia
$323K +$3.73K +20 +1%