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Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Waverly Advisors
Alabama
$260K +$58.9K +2,282 +31%
FHA
552
First Horizon Advisors
Tennessee
$252K -$8.54K -331 -3%
TCM
553
Telos Capital Management
California
$251K +$23K +893 +10%
PAM
554
PVG Asset Management
Colorado
$250K +$242K +9,389 New
SL
555
Summitry LLC
California
$249K -$127K -4,915 -34%
IAA
556
Independent Advisor Alliance
North Carolina
$249K +$13.9K +539 +6%
RG
557
Renaissance Group
Kentucky
$249K +$241K +9,327 New
RIL
558
Rothschild Investment LLC
Illinois
$248K -$2.32K -90 -1%
CIM
559
Cambria Investment Management
California
$246K
WIM
560
WealthPlan Investment Management
Nebraska
$246K +$2.61K +101 +1%
T. Rowe Price Investment Management
561
T. Rowe Price Investment Management
Maryland
$245K +$236K +9,152 New
BA
562
Bellwether Advisors
Nebraska
$243K
MWM
563
Mattern Wealth Management
Kansas
$243K -$335 -13 -0.1%
FMLI
564
Fukoku Mutual Life Insurance
Japan
$241K
PA
565
Parallel Advisors
California
$239K +$4.49K +174 +2%
WS
566
Wedbush Securities
California
$238K -$1.42K -55 -0.6%
DFCM
567
Dark Forest Capital Management
Puerto Rico
$235K +$228K +8,829 New
TF
568
Tompkins Financial
New York
$233K
VWM
569
Vermillion Wealth Management
Minnesota
$233K +$3.04K +118 +1%
HFAS
570
Hummer Financial Advisory Services
Illinois
$231K +$5.16K +200 +2%
SCM
571
Schnieders Capital Management
California
$231K -$32.3K -1,250 -13%
MCM
572
MAI Capital Management
Ohio
$229K -$4.41K -171 -2%
JIC
573
Johnson Investment Counsel
Ohio
$229K -$4.05K -157 -2%
CG
574
Clarus Group
Texas
$228K +$9.13K +354 +4%
USAA
575
United Services Automobile Association
Texas
$225K +$219K +8,491 New