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Name Holding Trade Value Shares
Change
Change in
Stake
OL
601
Optas LLC
Texas
$253K -$4.5K -30 -1%
SWA
602
Stratos Wealth Advisors
Ohio
$249K +$22.7K +151 +8%
CA
603
Clearstead Advisors
Ohio
$245K -$31.7K -211 -10%
HL
604
HeadInvest LLC
Maine
$242K +$105K +700 +58%
MWM
605
Mission Wealth Management
California
$240K -$5.1K -34 -2%
APA
606
American Portfolios Advisors
New York
$236K -$22.4K -149 -7%
GBT
607
Grove Bank & Trust
Florida
$236K +$4.5K +30 +2%
Balyasny Asset Management
608
Balyasny Asset Management
Illinois
$235K -$166K -1,106 -37%
EFSCE
609
Enterprise Financial Services Corp (EFSC)
Missouri
$233K -$15.8K -105 -5%
NQWM
610
Northwest Quadrant Wealth Management
Oregon
$233K -$7.35K -49 -3%
TCB
611
Texas Capital Bancshares
Texas
$233K
VV
612
Verity & Verity
South Carolina
$231K -$78K -520 -22%
KTC
613
Kistler-Tiffany Companies
Pennsylvania
$229K
PTC
614
Private Trust Company
Ohio
$228K -$25.1K -167 -8%
CFW
615
CA Family Wealth
California
$227K -$227K -1,516 -46%
QCIG
616
Quad-Cities Investment Group
Iowa
$227K +$31.8K +212 +13%
GQG Partners
617
GQG Partners
Florida
$226K +$267K +1,777 New
JIP
618
JBJ Investment Partners
South Carolina
$224K +$13.2K +88 +5%
AssetMark Inc
619
AssetMark Inc
California
$224K +$15K +100 +6%
HBT
620
Hills Bank & Trust
Iowa
$222K -$26.3K -175 -9%
NDSI
621
Newman Dignan & Sheerar Inc
Rhode Island
$222K
PCMC
622
Paragon Capital Management (Colorado)
Colorado
$222K
OFS
623
OneAscent Financial Services
Alabama
$222K +$26.4K +176 +11%
HCM
624
Howland Capital Management
Massachusetts
$221K -$15K -100 -5%
GFS
625
GYL Financial Synergies
Connecticut
$220K +$6.3K +42 +2%