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Name Holding Trade Value Shares
Change
Change in
Stake
CC
751
Cadinha & Co
Hawaii
$257K – – –
TGAM
752
TBH Global Asset Management
Tennessee
$257K – – –
LA
753
Lifeworks Advisors
Michigan
$256K -$65.2K -452 -20%
JWCA
754
J.W. Cole Advisors
Florida
$256K +$56.3K +390 +24%
BPWM
755
Badgley Phelps Wealth Managers
Washington
$256K +$287K +1,990 New
ACA
756
Affinity Capital Advisors
California
$255K +$289 +2 +0.1%
OPS
757
Orion Portfolio Solutions
Nebraska
$255K +$286K +1,984 New
M
758
MOTCO
Texas
$253K – – –
EC
759
Enhancing Capital
Pennsylvania
$252K – – –
HWMG
760
Hurlow Wealth Management Group
Indiana
$251K -$6.49K -45 -2%
1SB
761
1ST Source Bank
Indiana
$251K – – –
FPAS
762
Focus Partners Advisor Solutions
Missouri
$251K +$282K +1,955 New
JAG
763
Journey Advisory Group
Kentucky
$250K +$281K +1,945 New
MA
764
Mutual Advisors
Nebraska
$249K -$433 -3 -0.2%
OSAM
765
O'Shaughnessy Asset Management
Connecticut
$248K +$7.21K +50 +3%
IF
766
Insight Folios
North Carolina
$246K +$19.8K +137 +8%
CL
767
COWA LLC
Oklahoma
$244K – – –
ACM
768
Allred Capital Management
Texas
$243K +$577 +4 +0.2%
BONH
769
Bank of New Hampshire
New Hampshire
$242K +$5.77K +40 +2%
WEG
770
World Equity Group
Illinois
$241K +$4.62K +32 +2%
WFA
771
Websterrogers Financial Advisors
South Carolina
$241K – – –
CWM
772
CIBC World Markets
New York
$240K -$970K -6,723 -78%
SC
773
Saturna Capital
Washington
$240K -$126K -870 -32%
CA
774
Cambridge Advisors
Nebraska
$239K – – –
MMG
775
Monetary Management Group
Missouri
$238K – – –