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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Chilton Capital Management
Texas
$326K -$14.1K -100 -4%
9WM
552
9258 Wealth Management
Ohio
$326K +$323K +2,299 New
SIGI
553
Susquehanna International Group (Ireland)
Ireland
$326K +$324K +2,300 New
AC
554
Addenda Capital
Quebec, Canada
$319K
TA
555
TFG Advisers
Michigan
$319K +$317K +2,254 New
AWM
556
Avior Wealth Management
Nebraska
$317K
LSAG
557
Lake Street Advisors Group
New Hampshire
$316K +$36.6K +260 +13%
CIC
558
Carnegie Investment Counsel
Ohio
$314K -$339K -2,411 -52%
BOPW
559
Brandywine Oak Private Wealth
Pennsylvania
$314K +$312K +2,218 New
IAA
560
Independent Advisor Alliance
North Carolina
$313K -$68.5K -487 -18%
DA
561
Doliver Advisors
Texas
$313K +$3.8K +27 +1%
CFA
562
Capstone Financial Advisors
Illinois
$312K -$3.8K -27 -1%
QIM
563
Quantitative Investment Management
Virginia
$311K -$267K -1,900 -46%
NIM
564
Northeast Investment Management
Massachusetts
$311K +$18.6K +132 +6%
PFS
565
Prospera Financial Services
Texas
$311K +$43.6K +310 +16%
FFG
566
Fortem Financial Group
California
$310K +$308K +2,187 New
PAS
567
Professional Advisory Services
Florida
$308K
Lido Advisors
568
Lido Advisors
California
$308K +$3.8K +27 +1%
SCM
569
Shelton Capital Management
Colorado
$307K
ONB
570
Old National Bancorp
Indiana
$301K -$134K -952 -31%
ZIG
571
Zuckerman Investment Group
Illinois
$301K
SYBT
572
Stock Yards Bank & Trust
Kentucky
$299K
LB
573
Legacy Bridge
Iowa
$299K +$297K +2,111 New
LC
574
LCNB Corp
Ohio
$298K
OCG
575
Opus Capital Group
Ohio
$298K