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Name Holding Trade Value Shares
Change
Change in
Stake
IC
1001
IEQ Capital
California
$307K -$902K -3,066 -76%
FCG
1002
Fielder Capital Group
Tennessee
$306K – – –
PFPT
1003
Pinnacle Financial Partners (Tennessee)
Tennessee
$305K +$4.12K +14 +1%
KCP
1004
Kera Capital Partners
California
$301K – – –
IAN
1005
Integrated Advisors Network
Texas
$300K +$58.6K +199 +26%
SI
1006
Seeds Investor
New York
$299K -$7.36K -25 -3%
ECM
1007
Eisler Capital Management
United Kingdom
$299K +$281K +956 New
VF
1008
Vest Financial
Virginia
$297K +$25.9K +88 +10%
LCM
1009
Landscape Capital Management
New Jersey
$297K +$280K +951 New
OA
1010
Operose Advisors
Wisconsin
$297K – – –
BPWM
1011
Badgley Phelps Wealth Managers
Washington
$296K – – –
SAG
1012
SageView Advisory Group
California
$292K +$275K +935 New
BF
1013
BOK Financial
Oklahoma
$291K -$357K -1,212 -57%
DAM
1014
Diamant Asset Management
Connecticut
$291K – – –
CAM
1015
Cidel Asset Management
Ontario, Canada
$291K +$17.9K +61 +7%
PFM
1016
Patton Fund Management
Texas
$290K -$3.04M -10,339 -92%
OPPS
1017
Obsidian Personal Planning Solutions
Maryland
$288K – – –
ACM
1018
AUA Capital Management
Pennsylvania
$288K – – –
IA
1019
Insight Advisors
Pennsylvania
$286K -$32.4K -110 -11%
MFIM
1020
Mesirow Financial Investment Management
Illinois
$283K – – –
AAA
1021
American Alpha Advisors
New York
$283K -$10.9K -37 -4%
LIA
1022
Luken Investment Analytics
Tennessee
$281K – – –
AWM
1023
Aprio Wealth Management
Georgia
$280K -$10K -34 -4%
OBGC
1024
O'Brien Greene & Co
Pennsylvania
$279K -$2.06K -7 -0.8%
AAS
1025
Annex Advisory Services
Wisconsin
$279K +$5.59K +19 +2%