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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
751
Catalyst Capital Advisors
New York
$309K -$54.4K -195 -15%
FBT
752
First Bank & Trust
South Dakota
$304K -$6.42K -23 -2%
IEFM
753
IQ EQ Fund Management
Ireland
$303K – – –
FCI
754
Financial Counselors Inc
Kansas
$302K -$2.79K -10 -0.9%
EH
755
Equitable Holdings
New York
$300K +$295K +1,059 New
EGA
756
E&G Advisors
Texas
$298K – – –
GC
757
Gratus Capital
Georgia
$298K – – –
ACWM
758
Adams Chetwood Wealth Management
North Carolina
$298K +$22.3K +80 +8%
Vanguard Personalized Indexing Management
759
Vanguard Personalized Indexing Management
California
$296K +$52.4K +188 +22%
IC
760
IEQ Capital
California
$294K +$289K +1,035 New
DA
761
Dillon & Associates
Michigan
$293K -$89.3K -320 -24%
OL
762
Optas LLC
Texas
$293K +$25.9K +93 +10%
WAM
763
Wolverine Asset Management
Illinois
$293K +$216K +773 +296%
CC
764
Cannell & Co
New York
$292K – – –
HCM
765
Howland Capital Management
Massachusetts
$292K – – –
NB
766
Nicolet Bankshares
Wisconsin
$292K – – –
MPI
767
Mairs & Power Inc
Minnesota
$291K – – –
BHWM
768
Bar Harbor Wealth Management
New Hampshire
$290K – – –
MMA
769
Miracle Mile Advisors
California
$288K -$839K -3,007 -75%
CIA
770
Choate Investment Advisors
Massachusetts
$288K -$37.4K -134 -12%
CFA
771
Carroll Financial Associates
North Carolina
$288K +$20.1K +72 +8%
AIP
772
Almanack Investment Partners
Pennsylvania
$286K -$15.6K -56 -4%
FWM
773
Frontier Wealth Management
Missouri
$286K – – –
MBT
774
Montecito Bank & Trust
California
$286K – – –
ACM
775
Alethea Capital Management
Washington
$284K – – –