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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
751
Capital Investment Advisors
Georgia
$319K +$3.83K +61 +1%
IWM
752
IHT Wealth Management
Illinois
$316K -$27.7K -442 -9%
SI
753
Stephens Inc
Arkansas
$313K -$1.44K -23 -0.5%
CG
754
Caprock Group
Idaho
$313K +$5.46K +87 +2%
RFC
755
Regions Financial Corp
Alabama
$313K +$280K +4,462 New
PG
756
Pendal Group
Australia
$313K +$280K +4,465 New
IA
757
Insight Advisors
Pennsylvania
$311K -$97.2K -1,550 -25%
Luther King Capital Management (LKCM)
758
Luther King Capital Management (LKCM)
Texas
$311K +$277K +4,425 New
BPB
759
Badgley, Phelps & Bell
Washington
$309K
WR
760
WD Rutherford
Oregon
$309K +$13.5K +215 +5%
JIC
761
Johnson Investment Counsel
Ohio
$303K -$391K -6,242 -59%
IIC
762
Integrated Investment Consultants
Michigan
$300K +$268K +4,278 New
TFA
763
Tranquilli Financial Advisor
New Jersey
$298K -$3.83K -61 -1%
FI
764
Financial Insights
Washington
$291K +$26K +415 New
CCM
765
Coldstream Capital Management
Washington
$291K +$40.6K +648 +19%
KWM
766
Kingsview Wealth Management
Oregon
$290K +$9.47K +151 +4%
CG
767
Cutler Group
California
$288K -$1.28M -20,477 -83%
SP
768
Successful Portfolios
Florida
$286K +$1.25K +20 +0.5%
EH
769
Equitable Holdings
New York
$285K +$254K +4,058 New
RWA
770
River Wealth Advisors
Pennsylvania
$284K -$6.33K -101 -2%
GG
771
Gofen & Glossberg
Illinois
$284K
ST
772
Smithfield Trust
Pennsylvania
$283K -$50.2K -800 -17%
LAI
773
Legal Advantage Investments
California
$281K
BTWM
774
Baker Tilly Wealth Management
Wisconsin
$280K -$1.94K -31 -0.8%
BCA
775
Bay Colony Advisors
Massachusetts
$280K -$627 -10 -0.3%