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Name Holding Trade Value Shares
Change
Change in
Stake
BC
401
Burney Company
Virginia
$303K -$3.03M -64,707 -90%
TAFW
402
Tred Avon Family Wealth
Maryland
$303K +$29.9K +638 +10%
OAM
403
Oppenheimer Asset Management
New York
$302K -$4.69K -100 -1%
KCM
404
Kornitzer Capital Management
Kansas
$301K -$2.58K -55 -0.8%
CG
405
Caprock Group
Idaho
$300K -$852K -18,170 -73%
CFM
406
Comprehensive Financial Management
California
$293K – – –
ECM
407
Everence Capital Management
Indiana
$289K +$305K +6,501 New
SCM
408
Shelton Capital Management
Colorado
$288K -$12K -257 -4%
FCH
409
Freestone Capital Holdings
Washington
$285K -$41.2K -880 -12%
UPS
410
UHLMANN PRICE SECURITIES
Illinois
$283K +$42.9K +915 +17%
FRM
411
Fox Run Management
Connecticut
$283K +$298K +6,362 New
HT
412
Headlands Technologies
Illinois
$280K -$1.17M -24,966 -80%
FGWP
413
Founders Grove Wealth Partners
Virginia
$277K +$292K +6,231 New
EWA
414
EverSource Wealth Advisors
Alabama
$275K +$92K +1,963 +47%
LP
415
LMR Partners
United Kingdom
$271K -$656K -14,000 -70%
FTWA
416
Fifth Third Wealth Advisors
Ohio
$269K -$5.81K -124 -2%
CWMA
417
Capstone Wealth Management (Alabama)
Alabama
$269K +$283K +6,046 New
CIBC Asset Management
418
CIBC Asset Management
Ontario, Canada
$267K -$19.8K -423 -7%
BBA
419
Baader Bank Aktiengesellschaft
Germany
$267K -$24.7K -528 -8%
SO
420
STRS Ohio
Ohio
$262K +$54.2K +1,157 +24%
NDSIB
421
North Dakota State Investment Board
North Dakota
$262K -$46.9K -1,001 -14%
Mirae Asset Global Investments
422
Mirae Asset Global Investments
South Korea
$262K +$185K +3,951 +203%
MWM
423
Mission Wealth Management
California
$257K +$271K +5,785 New
CRC
424
Curi RMB Capital
Illinois
$253K -$244K -5,211 -48%
PPW
425
Parcion Private Wealth
Washington
$251K +$265K +5,655 New