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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
451
Avantax Advisory Services
Texas
$225K +$210K +1,940 New
CGL
452
Clarius Group LLC
Washington
$222K +$208K +1,919 New
MAM
453
Meeder Asset Management
Ohio
$219K
KeyBank National Association
454
KeyBank National Association
Ohio
$219K +$205K +1,889 New
CL
455
Choreo LLC
Illinois
$215K -$1.08K -10 -0.5%
FFM
456
Forum Financial Management
Illinois
$214K +$200K +1,847 New
WSTAM
457
Wilbanks Smith & Thomas Asset Management
Virginia
$214K -$84.1K -776 -30%
SCA
458
Snowden Capital Advisors
New York
$211K +$198K +1,824 New
RWM
459
Ritholtz Wealth Management
New York
$210K +$197K +1,816 New
NP
460
NorthRock Partners
Minnesota
$209K +$196K +1,807 New
DMBA
461
Deseret Mutual Benefit Administrators
Utah
$208K +$15.4K +142 +9%
BFM
462
Boston Financial Management
Massachusetts
$207K +$194K +1,791 New
DBIA
463
Dumont & Blake Investment Advisors
New Jersey
$204K +$191K +1,762 New
LB
464
Legacy Bridge
Iowa
$201K -$1.84K -17 -1%
CIA
465
Capital Investment Advisors
Georgia
$200K +$187K +1,730 New
BAMF
466
BI Asset Management Fondsmaeglerselskab
Denmark
$200K -$46.6K -430 -20%
Credit Agricole
467
Credit Agricole
France
$191K
FNBOSM
468
First National Bank of South Miami
Florida
$189K -$77.3K -713 -30%
HI
469
Horizon Investments
North Carolina
$174K +$10.5K +97 +7%
HNB
470
Huntington National Bank
Ohio
$171K +$20.5K +189 +15%
GWSG
471
GPS Wealth Strategies Group
Colorado
$155K +$542 +5 +0.4%
RTC
472
Riverview Trust Company
Washington
$147K
VWM
473
Venturi Wealth Management
Texas
$145K +$325 +3 +0.2%
AIP
474
Ameritas Investment Partners
Nebraska
$142K
NF
475
Norwood Financial
Pennsylvania
$134K