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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
526
Childress Capital Advisors
Texas
$247K -$78.8K -1,486 -24%
CGL
527
Clarius Group LLC
Washington
$246K +$242K +4,570 New
FCBT
528
First Citizens Bank & Trust
North Carolina
$244K -$1.27K -24 -0.5%
S
529
SignatureFD
Georgia
$241K -$13.3K -250 -5%
BAMF
530
BI Asset Management Fondsmaeglerselskab
Denmark
$236K +$31.8K +600 +16%
AWS
531
Atria Wealth Solutions
New York
$235K +$232K +4,368 New
ACP
532
Aveo Capital Partners
Colorado
$235K +$231K +4,362 New
GIA
533
Gateway Investment Advisers
Ohio
$233K -$41.5K -782 -15%
BSW
534
Buckingham Strategic Wealth
Missouri
$233K
Los Angeles Capital Management
535
Los Angeles Capital Management
California
$230K -$128K -2,420 -36%
HIS
536
Horizon Investment Services
Indiana
$230K -$24.6K -464 -10%
LFA
537
Legacy Financial Advisors
Kentucky
$230K +$6.47K +122 +3%
IAA
538
Independent Advisor Alliance
North Carolina
$228K +$225K +4,240 New
1WA
539
180 Wealth Advisors
Washington
$226K -$637 -12 -0.3%
LSPW
540
Lake Street Private Wealth
Illinois
$226K +$10.1K +190 +5%
MSA
541
Marino Stram & Associates
Massachusetts
$224K
MAM
542
Mystic Asset Management
Rhode Island
$219K
ECG
543
Edge Capital Group
Georgia
$217K +$214K +4,036 New
FFN
544
Focus Financial Network
Minnesota
$217K
FAIM
545
Financial Advocates Investment Management
Washington
$216K +$213K +4,010 New
Brown Advisory
546
Brown Advisory
Maryland
$215K +$212K +3,998 New
TYCC
547
Texas Yale Capital Corp
Florida
$214K
PIA
548
Pinion Investment Advisors
Kansas
$214K -$45.6K -860 -18%
ERIC
549
Eagle Rock Investment Company
Georgia
$213K
William Blair Investment Management
550
William Blair Investment Management
Illinois
$213K +$637 +12 +0.3%