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Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
751
TBH Global Asset Management
Tennessee
$257K
LA
752
Lifeworks Advisors
Michigan
$256K -$65.2K -452 -20%
JWCA
753
J.W. Cole Advisors
Florida
$256K +$56.3K +390 +24%
BPWM
754
Badgley Phelps Wealth Managers
Washington
$256K +$287K +1,990 New
ACA
755
Affinity Capital Advisors
California
$255K +$289 +2 +0.1%
OPS
756
Orion Portfolio Solutions
Nebraska
$255K +$286K +1,984 New
M
757
MOTCO
Texas
$253K
EC
758
Enhancing Capital
Pennsylvania
$252K
HWMG
759
Hurlow Wealth Management Group
Indiana
$251K -$6.49K -45 -2%
1SB
760
1ST Source Bank
Indiana
$251K
FPAS
761
Focus Partners Advisor Solutions
Missouri
$251K +$282K +1,955 New
JAG
762
Journey Advisory Group
Kentucky
$250K +$281K +1,945 New
MA
763
Mutual Advisors
Nebraska
$249K -$433 -3 -0.2%
OSAM
764
O'Shaughnessy Asset Management
Connecticut
$248K +$7.21K +50 +3%
IF
765
Insight Folios
North Carolina
$246K +$19.8K +137 +8%
CL
766
COWA LLC
Oklahoma
$244K
ACM
767
Allred Capital Management
Texas
$243K +$577 +4 +0.2%
BONH
768
Bank of New Hampshire
New Hampshire
$242K +$5.77K +40 +2%
WEG
769
World Equity Group
Illinois
$241K +$4.62K +32 +2%
WFA
770
Websterrogers Financial Advisors
South Carolina
$241K
CWM
771
CIBC World Markets
New York
$240K -$970K -6,723 -78%
SC
772
Saturna Capital
Washington
$240K -$126K -870 -32%
CA
773
Cambridge Advisors
Nebraska
$239K
MMG
774
Monetary Management Group
Missouri
$238K
LAS
775
LWM Advisory Services
Florida
$236K +$31.9K +221 +14%