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Name Holding Trade Value Shares
Change
Change in
Stake
LBC
1076
Lowe Brockenbrough & Co
Virginia
$391K – – –
MGAM
1077
McGowan Group Asset Management
Texas
$389K -$1.66K -6 -0.4%
GLA
1078
Great Lakes Advisors
Illinois
$388K +$170K +616 +73%
WDC
1079
Woodward Diversified Capital
California
$388K +$24.9K +90 +7%
RIA
1080
Regal Investment Advisors
Michigan
$388K +$5.81K +21 +1%
FFA
1081
Fi3 Financial Advisors
Indiana
$387K +$401K +1,451 New
IBOK
1082
Independence Bank of Kentucky
Kentucky
$386K +$8.58K +31 +2%
PA
1083
Procyon Advisors
Connecticut
$383K +$101K +366 +34%
HSA
1084
HBK Sorce Advisory
Pennsylvania
$378K +$47.9K +173 +15%
SCM
1085
Shelton Capital Management
Colorado
$377K -$14.1K -51 -3%
OWA
1086
Opal Wealth Advisors
New York
$377K +$94.9K +343 +32%
DI
1087
Diligent Investors
California
$377K -$19.9K -72 -5%
AOWM
1088
Asset One Wealth Management
Washington
$377K +$377K +1,361 New
CIAS
1089
CFS Investment Advisory Services
New Jersey
$374K +$372K +1,343 New
GFA
1090
Gallagher Fiduciary Advisors
Illinois
$373K +$55.3K +200 +17%
Capstone Investment Advisors
1091
Capstone Investment Advisors
New York
$373K -$715K -2,584 -65%
T. Rowe Price Investment Management
1092
T. Rowe Price Investment Management
Maryland
$372K -$502K -1,815 -57%
LI
1093
LMCG Investments
Massachusetts
$372K -$7.19K -26 -2%
DIP
1094
Davis Investment Partners
North Carolina
$371K – – –
BFM
1095
Boothbay Fund Management
New York
$371K +$143K +516 +59%
MPCG
1096
Matrix Private Capital Group
New York
$367K -$5.53K -20 -1%
LFA
1097
Legacy Financial Advisors
Kentucky
$367K +$111K +400 +41%
RA
1098
Range Advisory
Virginia
$364K -$319K -1,154 -46%
TFM
1099
TFC Financial Management
Massachusetts
$364K -$101K -365 -21%
PPW
1100
Parcion Private Wealth
Washington
$364K +$102K +369 +37%