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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
876
Csenge Advisory Group
Florida
$295K -$3.2K -30 -1%
PDL
877
Portfolio Design Labs
California
$294K -$2.03K -19 -0.7%
VDI
878
Vaughan David Investments
Illinois
$292K -$21.3K -200 -7%
AWM
879
Avior Wealth Management
Nebraska
$291K +$26K +244 +10%
ACH
880
ArrowMark Colorado Holdings
Colorado
$291K – – –
PFP
881
Paragon Financial Partners
California
$289K +$107 +1 +0%
NP
882
Nilsine Partners
Colorado
$289K +$8.75K +82 +3%
TWIM
883
TIAA Wealth Investment Management
New York
$285K +$28.7K +269 +12%
WHCI
884
W.H. Cornerstone Investments
Massachusetts
$284K +$747 +7 +0.3%
MEG
885
Millstone Evans Group
Colorado
$284K +$2.13K +20 +0.8%
OCBCO
886
Oversea-Chinese Banking Corp (OCBC)
Singapore
$283K +$270K +2,535 New
OCA
887
OpenArc Corporate Advisory
Georgia
$282K +$269K +2,522 New
Fisher Asset Management
888
Fisher Asset Management
Washington
$280K +$21.3K +200 +9%
Cohen & Steers
889
Cohen & Steers
New York
$279K – – –
IWM
890
IHT Wealth Management
Illinois
$279K -$89.4K -838 -25%
CIC
891
Carnegie Investment Counsel
Ohio
$278K -$141K -1,325 -35%
MCM
892
Morton Capital Management
California
$278K -$76.1K -713 -22%
RDWM
893
Red Door Wealth Management
Tennessee
$277K +$640 +6 +0.2%
CFP
894
Catalyst Financial Partners
Massachusetts
$277K +$15.9K +149 +6%
GIM
895
Groesbeck Investment Management
New Jersey
$276K -$12.8K -120 -5%
CPW
896
Crestmont Private Wealth
Texas
$276K -$11.7K -110 -4%
BHCM
897
Brevan Howard Capital Management
Jersey
$271K -$92.4K -866 -26%
CWMK
898
Caliber Wealth Management (Kansas)
Kansas
$270K +$258K +2,415 New
MKA
899
M. Kulyk & Associates
Georgia
$269K +$427 +4 +0.2%
MCM
900
Manchester Capital Management
Vermont
$268K +$8.54K +80 +3%