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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
676
Clarius Group LLC
Washington
$314K -$65.1K -253 -16%
FFM
677
Forum Financial Management
Illinois
$314K +$336K +1,307 New
RWM
678
Ritholtz Wealth Management
New York
$313K -$241K -936 -42%
GC
679
Grace Capital
Massachusetts
$312K – – –
CCMG
680
Clark Capital Management Group
Pennsylvania
$312K +$334K +1,300 New
BP
681
BBR Partners
New York
$309K – – –
JFA
682
JNBA Financial Advisors
Minnesota
$299K -$1.29K -5 -0.4%
EGM
683
Engineers Gate Manager
New York
$298K -$379K -1,474 -54%
FFA
684
Founders Financial Alliance
North Carolina
$298K +$320K +1,244 New
TL
685
Tradewinds LLC
North Carolina
$296K +$294K +1,144 New
PTC
686
Private Trust Company
Ohio
$296K -$23.4K -91 -7%
IAMOG
687
Investors Asset Management of Georgia
Georgia
$296K – – –
MFW
688
Meristem Family Wealth
Minnesota
$296K +$3.34K +13 +1%
LIA
689
LS Investment Advisors
Michigan
$295K – – –
CA
690
Clearstead Advisors
Ohio
$294K +$54.8K +213 +21%
BAM
691
Beaumont Asset Management
Texas
$293K +$20.8K +81 +7%
NGA
692
Naples Global Advisors
Florida
$290K – – –
ACM
693
Aquatic Capital Management
Illinois
$288K +$309K +1,200 New
TFA
694
Triad Financial Advisors
North Carolina
$288K +$309K +1,200 New
CIA
695
Choate Investment Advisors
Massachusetts
$285K -$134K -520 -30%
MW
696
Marcum Wealth
Ohio
$285K -$27.8K -108 -8%
LP
697
LGL Partners
Pennsylvania
$282K – – –
KPWS
698
Kestra Private Wealth Services
Texas
$282K +$8.48K +33 +3%
EAM
699
Empirical Asset Management
Massachusetts
$281K +$301K +1,171 New
AAS
700
Avantax Advisory Services
Texas
$279K -$260K -1,012 -47%