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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
601
Strategic Investment Advisors
Michigan
$328K +$49.9K +250 +19%
NPF
602
Norris Perne & French
Michigan
$327K +$83.1K +416 +36%
AAS
603
Avantax Advisory Services
Texas
$326K +$97.5K +488 +45%
SIAS
604
Shine Investment Advisory Services
Colorado
$326K +$143K +716 +83%
CGL
605
Clarius Group LLC
Washington
$323K -$18K -90 -5%
CPO
606
Cerity Partners OCIO
New York
$322K +$84.1K +421 +37%
TCM
607
Teza Capital Management
Illinois
$319K -$523K -2,617 -63%
AO
608
Advisor OS
Illinois
$319K +$309K +1,546 New
FT
609
Fiduciary Trust
Massachusetts
$315K -$6.59K -33 -2%
ATC
610
Argent Trust Co
Tennessee
$313K +$9.98K +50 +3%
THWM
611
Taylor Hoffman Wealth Management
Virginia
$309K
MC
612
Moors & Cabot
Massachusetts
$307K +$21.6K +108 +8%
CT
613
Coastline Trust
Rhode Island
$304K
Cetera Investment Advisers
614
Cetera Investment Advisers
Illinois
$303K +$293K +1,467 New
RZH
615
Relyea Zuckerberg Hanson
Connecticut
$296K
PI
616
Putnam Investments
Massachusetts
$291K -$28.4K -142 -9%
AWE
617
Avidian Wealth Enterprises
Texas
$291K +$799 +4 +0.3%
SCA
618
Snowden Capital Advisors
New York
$289K -$411K -2,058 -59%
VFA
619
Valeo Financial Advisors
Indiana
$285K -$19K -95 -6%
CC
620
Courier Capital
New York
$285K
MCM
621
Mattern Capital Management
Colorado
$281K
JWA
622
JFS Wealth Advisors
Pennsylvania
$279K -$59.9K -300 -18%
MCIA
623
Mountain Capital Investment Advisors
Colorado
$279K +$260K +1,302 New
AAM
624
Advisors Asset Management
Colorado
$278K -$29.6K -148 -10%
CG
625
Colony Group
Massachusetts
$276K +$23.8K +119 +10%