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Name Holding Trade Value Shares
Change
Change in
Stake
LAS
776
Lloyd Advisory Services
Georgia
$344K +$327K +1,674 New
WPC
777
Wedmont Private Capital
Pennsylvania
$342K +$44.1K +226 +16%
SCA
778
Snowden Capital Advisors
New York
$336K +$8.2K +42 +3%
CFG
779
Cooper Financial Group
California
$335K +$3.12K +16 +1%
HAIM
780
Hunter Associates Investment Management
Pennsylvania
$328K
HFW
781
Horizon Family Wealth
Illinois
$327K +$4.88K +25 +2%
LA
782
LVW Advisors
New York
$327K +$310K +1,590 New
IIC
783
Ironwood Investment Counsel
Arizona
$327K -$13.7K -70 -4%
MC
784
Montag & Caldwell
Georgia
$326K
CCA
785
Childress Capital Advisors
Texas
$326K +$310K +1,586 New
MCM
786
Monument Capital Management
Virginia
$321K +$44.5K +228 +17%
TPA
787
Trivium Point Advisory
Connecticut
$317K
UM
788
UniSuper Management
Australia
$314K -$192K -984 -39%
PWM
789
Perigon Wealth Management
California
$311K -$32.4K -166 -10%
IA
790
Insight Advisors
Pennsylvania
$311K -$2.15K -11 -0.7%
JWM
791
Jessup Wealth Management
Ohio
$309K +$40.6K +208 +16%
RAM
792
Ramirez Asset Management
New York
$307K
CAG
793
Csenge Advisory Group
Florida
$306K -$6.25K -32 -2%
AWM
794
Aberdeen Wealth Management
Illinois
$302K +$195 +1 +0.1%
BBHC
795
Brown Brothers Harriman & Co
New York
$297K
VFA
796
Valeo Financial Advisors
Indiana
$296K -$20.5K -105 -7%
SWP
797
Stratos Wealth Partners
Ohio
$295K +$280K +1,435 New
FCP
798
Fidelis Capital Partners
Florida
$291K +$52.9K +271 +24%
BFS
799
Burr Financial Services
California
$290K +$256K +1,314 New
DFCM
800
Dark Forest Capital Management
Puerto Rico
$289K +$275K +1,408 New