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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
676
Valeo Financial Advisors
Indiana
$232K +$231K +2,531 New
GAA
677
Global Assets Advisory
Florida
$231K +$226K +2,475 New
TPA
678
Trivium Point Advisory
Connecticut
$231K +$229K +2,514 New
FC
679
FCA Corp
Texas
$230K
JGUA
680
John G. Ullman & Associates
New York
$230K
AIMCA
681
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$230K +$228K +2,500 New
SCA
682
Snowden Capital Advisors
New York
$227K -$11.9K -130 -5%
HBS
683
Howard Bailey Securities
Indiana
$227K -$11.8K -129 -5%
CBTWT
684
Community Bank & Trust (Waco, Texas)
Texas
$227K
WPC
685
Wedmont Private Capital
Pennsylvania
$226K +$214K +2,345 New
DWT
686
Dorsey & Whitney Trust
South Dakota
$224K -$22.8K -250 -9%
KeyBank National Association
687
KeyBank National Association
Ohio
$221K -$35.8K -393 -14%
RCAG
688
Rehmann Capital Advisory Group
Michigan
$221K -$1.09K -12 -0.5%
AF
689
Allworth Financial
California
$219K -$264K -2,890 -55%
Parnassus Investments
690
Parnassus Investments
California
$218K +$216K +2,370 New
IA
691
IFP Advisors
Florida
$216K -$79.3K -869 -27%
JWCA
692
J.W. Cole Advisors
Florida
$216K -$10.9K -119 -5%
LFG
693
Larson Financial Group
Missouri
$212K -$40.8K -447 -16%
LWA
694
Lineweaver Wealth Advisors
Ohio
$211K -$3.56K -39 -2%
SAM
695
Smartleaf Asset Management
Massachusetts
$211K -$58K -636 -22%
OLVIG
696
Oliver Lagore Vanvalin Investment Group
Michigan
$211K +$219K +2,398 New
PGFC
697
Peapack-Gladstone Financial Corp
New Jersey
$210K +$208K +2,283 New
FFA
698
Farther Finance Advisors
California
$209K +$8.57K +94 +4%
OL
699
Optas LLC
Texas
$207K -$8.57K -94 -4%
AWA
700
Aaron Wealth Advisors
Illinois
$207K -$19K -208 -8%