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Name Holding Trade Value Shares
Change
Change in
Stake
Orion Portfolio Solutions
1526
Orion Portfolio Solutions
Nebraska
$273K -$22.8K -366 -7%
ICM
1527
Islay Capital Management
Texas
$273K +$101K +1,625 +53%
Heritage Wealth Advisors
1528
Heritage Wealth Advisors
Virginia
$273K -$20.9K -336 -7%
AWM
1529
Absher Wealth Management
North Carolina
$272K -$61.6K -990 -18%
PTP
1530
Platform Technology Partners
New York
$272K +$290K +4,665 New
RIA
1531
Realta Investment Advisors
Delaware
$271K -$662K -10,646 -70%
Clark Capital Management Group
1532
Clark Capital Management Group
Pennsylvania
$271K – – –
ALPS Advisors
1533
ALPS Advisors
Colorado
$271K +$72.4K +1,164 +33%
Venture Visionary Partners
1534
Venture Visionary Partners
Ohio
$270K +$272K +4,378 New
DBT
1535
Dubuque Bank & Trust
Iowa
$268K -$214K -3,433 -43%
PCM
1536
Pointe Capital Management
Michigan
$266K – – –
ACS
1537
Archford Capital Strategies
Illinois
$264K -$34.5K -554 -11%
ZWJ Investment Counsel
1538
ZWJ Investment Counsel
Georgia
$263K – – –
CA
1539
Crumly & Associates
Illinois
$263K +$6.1K +98 +2%
T
1540
TOBAM
France
$262K +$279K +4,478 New
SEEDPG
1541
S.E.E.D. Planning Group
New York
$262K +$280K +4,493 New
Advisors Capital Management
1542
Advisors Capital Management
New Jersey
$261K -$46.2K -743 -14%
AW
1543
Alpha Windward
Massachusetts
$261K +$31.9K +513 +13%
WMA
1544
Wealth Management Associates
New Jersey
$260K +$13.4K +216 +5%
Procyon Advisors
1545
Procyon Advisors
Connecticut
$259K +$8.77K +141 +3%
MFW
1546
Meristem Family Wealth
Minnesota
$259K +$21.5K +345 +8%
LA
1547
LexAurum Advisors
Kansas
$257K -$37.6K -605 -12%
RCG
1548
Rock Creek Group
District of Columbia
$257K +$42K +675 +18%
KFGK
1549
Keystone Financial Group (Kentucky)
Kentucky
$254K -$8.77K -141 -3%
BCA
1550
Berman Capital Advisors
Georgia
$254K +$91.3K +1,468 +51%