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Name Holding Trade Value Shares
Change
Change in
Stake
CDH
676
Charles D. Hyman
$405K – – –
ACP
677
Aveo Capital Partners
Colorado
$403K -$24.6K -228 -6%
MAM
678
Martingale Asset Management
Massachusetts
$402K – – –
MCM
679
Manchester Capital Management
Vermont
$402K +$431 +4 +0.1%
PFO
680
Pathstone Family Office
New Jersey
$400K -$12.1K -112 -3%
RCMU
681
Rokos Capital Management (UK)
United Kingdom
$400K +$15.1M +140,000 New
WA
682
Wambolt & Associates
Colorado
$399K -$14.7K -136 -4%
NWMG
683
National Wealth Management Group
Ohio
$399K +$388K +3,600 New
S
684
SignatureFD
Georgia
$396K +$15.9K +148 +4%
S
685
Seeyond
France
$395K – – –
DAS
686
Dynamic Advisor Solutions
Arizona
$392K +$381K +3,536 New
ML
687
McAdam LLC
Pennsylvania
$391K +$431 +4 +0.1%
MC
688
Machina Capital
France
$389K +$131K +1,216 +53%
CSIC
689
Clifford Swan Investment Counsel
California
$388K – – –
GHA
690
GW Henssler & Associates
Georgia
$387K +$376K +3,492 New
C
691
CEDRUS
Colorado
$386K +$375K +3,484 New
BAAM
692
Baker Avenue Asset Management
California
$386K +$375K +3,484 New
GW
693
GW & Wade
Massachusetts
$385K +$431 +4 +0.1%
CAN
694
Claraphi Advisory Network
United States
$382K -$38.4K -356 -9%
OFS
695
OneAscent Financial Services
Alabama
$378K +$368K +3,412 New
ESBC
696
E.S. Barr & Co
Kentucky
$377K – – –
CP
697
Covenant Partners
Tennessee
$373K – – –
MM
698
MQS Management
New York
$373K +$363K +3,368 New
SEM
699
Suncoast Equity Management
Florida
$370K +$38.8K +360 +12%
CGL
700
Clarius Group LLC
Washington
$370K +$41.4K +384 +13%