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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
801
Jacobi Capital Management
Pennsylvania
$382K +$123K +531 +46%
AWA
802
Aaron Wealth Advisors
Illinois
$381K +$182K +783 +86%
CWM
803
Compass Wealth Management
Connecticut
$381K -$30.4K -131 -7%
SAM
804
Seelaus Asset Management
New Jersey
$379K
MC
805
Machina Capital
France
$377K +$142K +612 +58%
AF
806
Allworth Financial
California
$376K +$72K +310 +23%
MWM
807
Meridian Wealth Management
Kentucky
$375K +$387K +1,666 New
TIM
808
Tevis Investment Management
Texas
$374K +$43.4K +187 +13%
AC
809
AlphaCore Capital
California
$373K -$55.3K -238 -13%
PIM
810
Plato Investment Management
Australia
$372K
RAM
811
Ramirez Asset Management
New York
$371K +$34.8K +150 +10%
CIS
812
Custom Index Systems
New York
$371K +$382K +1,647 New
VFA
813
Valeo Financial Advisors
Indiana
$370K +$18.3K +79 +5%
BIM
814
Bridges Investment Management
Nebraska
$369K +$52.7K +227 +16%
Los Angeles Capital Management
815
Los Angeles Capital Management
California
$366K
STA
816
Summit Trail Advisors
New York
$361K +$373K +1,605 New
MCM
817
Monument Capital Management
Virginia
$361K -$464 -2 -0.1%
HAIM
818
Hunter Associates Investment Management
Pennsylvania
$360K
MC
819
Montag & Caldwell
Georgia
$358K
PFBT
820
Parkside Financial Bank & Trust
Missouri
$356K -$3.25K -14 -0.9%
FFA
821
Farther Finance Advisors
California
$356K +$2.55K +11 +0.7%
IIC
822
Ironwood Investment Counsel
Arizona
$353K
CGL
823
Clarius Group LLC
Washington
$353K -$11.4K -49 -3%
EWA
824
EverSource Wealth Advisors
Alabama
$349K +$2.09K +9 +0.6%
RCAG
825
Rehmann Capital Advisory Group
Michigan
$348K +$13.7K +59 +4%