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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
651
Winch Advisory Services
Wisconsin
$350K -$629 -17 -0.2%
MGWM
652
Marks Group Wealth Management
Minnesota
$349K +$444 +12 +0.1%
AMG
653
Advisors Management Group
Wisconsin
$349K +$1.48K +40 +0.4%
HC
654
Hourglass Capital
Texas
$349K -$3.19M -86,152 -90%
GJIA
655
Glass Jacobson Investment Advisors
Maryland
$348K +$365K +9,859 New
HVIA
656
Hudson Valley Investment Advisors
New York
$348K -$7.4K -200 -2%
MSAM
657
Moloney Securities Asset Management
Missouri
$346K +$13.3K +360 +4%
Victory Capital Management
658
Victory Capital Management
Texas
$346K
CG
659
Clarus Group
Texas
$345K +$129K +3,490 +55%
WAM
660
Winslow Asset Management
Ohio
$345K
BTIM
661
BancFirst Trust & Investment Management
Oklahoma
$342K -$1.18M -31,881 -77%
LA
662
Legacy Advisors
Pennsylvania
$342K +$21.8K +590 +6%
SAM
663
Silvercrest Asset Management
New York
$341K
AWA
664
Arkadios Wealth Advisors
Georgia
$341K +$41.6K +1,124 +13%
SF
665
Slagle Financial
Illinois
$339K +$355K +9,593 New
CA
666
Crewe Advisors
Utah
$338K +$1.11K +30 +0.3%
1WA
667
180 Wealth Advisors
Washington
$333K -$4.77K -129 -1%
BHWM
668
Bar Harbor Wealth Management
New Hampshire
$333K
FCA
669
FinTrust Capital Advisors
South Carolina
$332K
RI
670
Ridgewood Investments
New Jersey
$331K
HW
671
Hancock Whitney
Mississippi
$330K +$63.3K +1,710 +22%
TA
672
TrueWealth Advisors
Alabama
$330K -$87.6K -2,368 -20%
FLPIM
673
F.L. Putnam Investment Management
Massachusetts
$329K +$7.77K +210 +2%
AA
674
AlphaQ Advisors
Florida
$329K -$777 -21 -0.2%
HI
675
Hendershot Investments
Virginia
$329K