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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
476
Stonebridge Capital Advisors
Minnesota
$276K -$119K -1,289 -29%
KMWM
477
Keudell/Morrison Wealth Management
Oregon
$274K +$293K +3,178 New
IAS
478
Insigneo Advisory Services
Florida
$274K -$102K -1,108 -26%
AFG
479
Atomi Financial Group
New York
$272K -$21.6K -234 -7%
OPWM
480
Oregon Pacific Wealth Management
Oregon
$272K +$2.3K +25 +0.8%
RCM
481
Radnor Capital Management
Pennsylvania
$272K -$505K -5,479 -63%
SF
482
Summit Financial
New Jersey
$269K -$10.4K -113 -3%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$269K -$28.8K -313 -9%
VA
484
Vident Advisory
Georgia
$268K -$234K -2,537 -45%
SFG
485
Sather Financial Group
Texas
$267K
SS
486
Sunbelt Securities
Texas
$266K -$98.8K -1,073 -26%
PWPS
487
Pinnacle Wealth Planning Services
Ohio
$266K +$284K +3,086 New
GQG Partners
488
GQG Partners
Florida
$265K -$123M -1,331,326 -100%
ONB
489
Old National Bancorp
Indiana
$265K +$62.4K +677 +28%
EFS
490
Essex Financial Services
Connecticut
$263K -$108K -1,168 -28%
SIG
491
Sky Investment Group
Connecticut
$262K -$112K -1,215 -29%
SCTC
492
Sanibel Captiva Trust Company
Florida
$260K -$339K -3,683 -55%
WSFS
493
Wilmington Savings Fund Society
Delaware
$259K -$111K -1,207 -29%
CCM
494
Coerente Capital Management
Ontario, Canada
$259K
SC
495
SummitTX Capital
Texas
$259K +$276K +2,997 New
MWM
496
Mission Wealth Management
California
$258K +$10.5K +114 +4%
AF
497
Allworth Financial
California
$258K -$17.2K -187 -6%
Fisher Asset Management
498
Fisher Asset Management
Washington
$256K -$85.4K -927 -24%
NWWA
499
New Wave Wealth Advisors
Arkansas
$256K +$70K +760 +34%
MPAM
500
Murphy Pohlad Asset Management
Minnesota
$255K -$11.5K -125 -4%