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Name Holding Trade Value Shares
Change
Change in
Stake
AC
576
Abbrea Capital
California
$370K – – –
IF
577
Intrua Financial
Texas
$370K +$11.9K +18 +4%
BAM
578
Belpointe Asset Management
Nevada
$369K +$156K +237 +80%
MIM
579
Martin Investment Management
Florida
$369K +$352K +534 New
MG
580
Mather Group
Illinois
$366K -$660 -1 -0.2%
VFA
581
Values First Advisors
Tennessee
$365K -$233K -354 -40%
AssetMark Inc
582
AssetMark Inc
California
$364K -$9.23K -14 -3%
BOPW
583
Brandywine Oak Private Wealth
Pennsylvania
$364K -$1.98K -3 -0.6%
MFG
584
Merit Financial Group
Georgia
$358K -$15.8K -24 -4%
PAA
585
Peregrine Asset Advisers
Oregon
$357K +$341K +517 New
SCM
586
Southport Capital Management
Tennessee
$354K -$53.4K -81 -14%
Credit Agricole
587
Credit Agricole
France
$354K – – –
FSC
588
Full Sail Capital
Oklahoma
$353K -$14.5K -22 -4%
BO
589
BRR OpCo
Ohio
$352K +$9.89K +15 +3%
BONST
590
Bank of Nova Scotia Trust
Ontario, Canada
$349K +$24.4K +37 +8%
GDP
591
Great Diamond Partners
Maine
$348K -$46.8K -71 -12%
ER
592
Enlightenment Research
Florida
$345K +$12.5K +19 +4%
HI
593
Harrington Investments
California
$343K -$28.4K -43 -8%
KOC
594
Koss-Olinger Consulting
Florida
$337K +$7.25K +11 +2%
WCAMG
595
Woodard & Company Asset Management Group
North Carolina
$336K – – –
QAM
596
Q3 Asset Management
Michigan
$333K +$318K +482 New
SI
597
Scout Investments
Missouri
$327K +$312K +473 New
WS
598
Wedbush Securities
California
$324K +$42.2K +64 +16%
MCM
599
Marathon Capital Management
Maryland
$322K – – –
QP
600
Quilter Plc
United Kingdom
$322K +$49.5K +75 +24%