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Name Holding Trade Value Shares
Change
Change in
Stake
FCI
751
Financial Counselors Inc
Kansas
$302K -$2.79K -10 -0.9%
EH
752
Equitable Holdings
New York
$300K +$295K +1,059 New
EGA
753
E&G Advisors
Texas
$298K
GC
754
Gratus Capital
Georgia
$298K
ACWM
755
Adams Chetwood Wealth Management
North Carolina
$298K +$22.3K +80 +8%
Vanguard Personalized Indexing Management
756
Vanguard Personalized Indexing Management
California
$296K +$52.4K +188 +22%
IC
757
IEQ Capital
California
$294K +$289K +1,035 New
DA
758
Dillon & Associates
Michigan
$293K -$89.3K -320 -24%
OL
759
Optas LLC
Texas
$293K +$25.9K +93 +10%
WAM
760
Wolverine Asset Management
Illinois
$293K +$216K +773 +296%
CC
761
Cannell & Co
New York
$292K
HCM
762
Howland Capital Management
Massachusetts
$292K
NB
763
Nicolet Bankshares
Wisconsin
$292K
MPI
764
Mairs & Power Inc
Minnesota
$291K
BHWM
765
Bar Harbor Wealth Management
New Hampshire
$290K
MMA
766
Miracle Mile Advisors
California
$288K -$839K -3,007 -75%
CIA
767
Choate Investment Advisors
Massachusetts
$288K -$37.4K -134 -12%
CFA
768
Carroll Financial Associates
North Carolina
$288K +$20.1K +72 +8%
AIP
769
Almanack Investment Partners
Pennsylvania
$286K -$15.6K -56 -4%
FWM
770
Frontier Wealth Management
Missouri
$286K
MBT
771
Montecito Bank & Trust
California
$286K
ACM
772
Alethea Capital Management
Washington
$284K
Carson Wealth (CWM LLC)
773
Carson Wealth (CWM LLC)
Nebraska
$284K
NSEDCP
774
NJ State Employees Deferred Compensation Plan
New Jersey
$284K
EI
775
Ethic Inc
New York
$283K -$210K -752 -43%