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Name Holding Trade Value Shares
Change
Change in
Stake
DA
801
Denali Advisors
California
$383K – – –
JCM
802
Jacobi Capital Management
Pennsylvania
$382K +$123K +531 +46%
AWA
803
Aaron Wealth Advisors
Illinois
$381K +$182K +783 +86%
CWM
804
Compass Wealth Management
Connecticut
$381K -$30.4K -131 -7%
SAM
805
Seelaus Asset Management
New Jersey
$379K – – –
MC
806
Machina Capital
France
$377K +$142K +612 +58%
AF
807
Allworth Financial
California
$376K +$72K +310 +23%
MWM
808
Meridian Wealth Management
Kentucky
$375K +$387K +1,666 New
TIM
809
Tevis Investment Management
Texas
$374K +$43.4K +187 +13%
AC
810
AlphaCore Capital
California
$373K -$55.3K -238 -13%
PIM
811
Plato Investment Management
Australia
$372K – – –
RAM
812
Ramirez Asset Management
New York
$371K +$34.8K +150 +10%
CIS
813
Custom Index Systems
New York
$371K +$382K +1,647 New
VFA
814
Valeo Financial Advisors
Indiana
$370K +$18.3K +79 +5%
BIM
815
Bridges Investment Management
Nebraska
$369K +$52.7K +227 +16%
Los Angeles Capital Management
816
Los Angeles Capital Management
California
$366K – – –
STA
817
Summit Trail Advisors
New York
$361K +$373K +1,605 New
MCM
818
Monument Capital Management
Virginia
$361K -$464 -2 -0.1%
HAIM
819
Hunter Associates Investment Management
Pennsylvania
$360K – – –
MC
820
Montag & Caldwell
Georgia
$358K – – –
PFBT
821
Parkside Financial Bank & Trust
Missouri
$356K -$3.25K -14 -0.9%
FFA
822
Farther Finance Advisors
California
$356K +$2.55K +11 +0.7%
IIC
823
Ironwood Investment Counsel
Arizona
$353K – – –
CGL
824
Clarius Group LLC
Washington
$353K -$11.4K -49 -3%
EWA
825
EverSource Wealth Advisors
Alabama
$349K +$2.09K +9 +0.6%