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Name Holding Trade Value Shares
Change
Change in
Stake
BI
776
Blooom Inc
Kansas
$557K -$157K -627 -21%
CCM
777
Cullen Capital Management
New York
$556K +$84.9K +340 +17%
SB
778
Sunflower Bank
Texas
$555K +$197K +789 +51%
BTWM
779
Baker Tilly Wealth Management
Wisconsin
$551K -$46.5K -186 -7%
M
780
MOTCO
Texas
$551K -$4.75K -19 -0.8%
QCM
781
Quest Capital Management
Texas
$551K +$126K +505 +28%
AWE
782
Avidian Wealth Enterprises
Texas
$544K +$5.25K +21 +0.9%
AAM
783
Aureus Asset Management
Massachusetts
$544K +$573K +2,296 New
AAM
784
Ascension Asset Management
New York
$542K – – –
SXL
785
Summit X LLC
Missouri
$540K +$109K +435 +23%
GJIC
786
Gamble Jones Investment Counsel
California
$537K -$10.5K -42 -2%
SWM
787
Spire Wealth Management
Virginia
$536K -$224K -897 -28%
MCM
788
Maryland Capital Management
Maryland
$533K +$30.5K +122 +6%
CCM
789
Carlson Capital Management
Minnesota
$531K – – –
PCM
790
Parsons Capital Management
Rhode Island
$527K – – –
VFA
791
Valeo Financial Advisors
Indiana
$527K +$1.5K +6 +0.3%
WAM
792
Wolverine Asset Management
Illinois
$522K – – –
RWM
793
Ritholtz Wealth Management
New York
$517K +$61.2K +245 +13%
OPS
794
Orion Portfolio Solutions
Nebraska
$516K +$53.7K +215 +11%
RCAG
795
Rehmann Capital Advisory Group
Michigan
$516K +$23K +92 +4%
BS
796
Boenning & Scattergood
Pennsylvania
$515K +$250 +1 +0%
IB
797
Intrust Bank
Kansas
$514K +$5K +20 +0.9%
FFA
798
First Foundation Advisors
California
$512K +$42.2K +169 +8%
BONH
799
Bank of New Hampshire
New Hampshire
$512K +$540K +2,163 New
FWCM
800
Ferguson Wellman Capital Management
Oregon
$511K -$5.25K -21 -1%