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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
776
Cary Street Partners Investment Advisory
Virginia
$268K +$272K +1,903 New
ACM
777
Allred Capital Management
Texas
$266K -$2.86K -20 -1%
OSAM
778
O'Shaughnessy Asset Management
Connecticut
$265K -$38.7K -271 -13%
WFA
779
Websterrogers Financial Advisors
South Carolina
$265K -$4.29K -30 -2%
ACM
780
Advisors Capital Management
New Jersey
$265K +$268K +1,876 New
DWT
781
Dorsey & Whitney Trust
South Dakota
$264K +$28.6K +200 +12%
FANJ
782
Financial Architects (New Jersey)
New Jersey
$263K +$3.57K +25 +1%
NWM
783
Northcape Wealth Management
New York
$262K -$412K -2,885 -61%
CA
784
Cambridge Advisors
Nebraska
$262K – – –
IHL
785
Investment House LLC
California
$261K – – –
MMG
786
Monetary Management Group
Missouri
$261K – – –
WEG
787
World Equity Group
Illinois
$260K +$264K +1,846 New
BONH
788
Bank of New Hampshire
New Hampshire
$260K – – –
CPSAC
789
Chas P. Smith & Associates (CPS)
Florida
$258K -$7.86K -55 -3%
MGP
790
Metis Global Partners
California
$257K -$17.7K -124 -6%
FWM
791
Frontier Wealth Management
Missouri
$257K – – –
GW
792
GW & Wade
Massachusetts
$256K -$14.1K -99 -5%
PMFA
793
Plante Moran Financial Advisors
Michigan
$255K +$143 +1 +0.1%
LFG
794
Larson Financial Group
Missouri
$255K +$11.9K +83 +5%
CG
795
Caprock Group
Idaho
$255K +$49.6K +347 +24%
PA
796
Parallel Advisors
California
$254K -$21.4K -150 -8%
WIC
797
Woodmont Investment Counsel
Tennessee
$254K – – –
PFA
798
Pure Financial Advisors
California
$254K +$6.71K +47 +3%
CC
799
Cipher Capital
New York
$254K +$258K +1,804 New
MOS
800
MGO One Seven
Ohio
$253K +$8.71K +61 +4%