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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1176
Synergy Asset Management
Washington
$299K +$371K +1,366 New
CA
1177
Calton & Associates
Florida
$298K -$2.98K -11 -0.8%
SW
1178
SkyOak Wealth
Michigan
$298K +$369K +1,360 New
AOWM
1179
Alpha Omega Wealth Management
Virginia
$297K -$1.9K -7 -0.5%
DMBA
1180
Deseret Mutual Benefit Administrators
Utah
$294K -$112K -413 -24%
BHWM
1181
Bar Harbor Wealth Management
New Hampshire
$293K -$47.5K -175 -12%
KF
1182
Krilogy Financial
Missouri
$293K +$5.16K +19 +1%
SSWM
1183
Sheets Smith Wealth Management
North Carolina
$293K +$81.4K +300 +29%
EN1L
1184
Engine No 1 LLC
California
$293K +$152K +560 +72%
MM
1185
Meridian Management
Arkansas
$292K +$21.7K +80 +6%
CAL
1186
Capital Advisors Ltd
Ohio
$292K +$192K +708 +113%
ABC
1187
Associated Banc-Corp
Wisconsin
$291K – – –
CAM
1188
Cidel Asset Management
Ontario, Canada
$291K – – –
AIL
1189
AGF Investments LLC
Ontario, Canada
$289K -$10.3K -38 -3%
PL
1190
Plancorp LLC
Missouri
$289K +$271 +1 +0.1%
CW
1191
Cabot-Wellington
Massachusetts
$286K – – –
HR
1192
Howe & Rusling
New York
$286K – – –
QP
1193
Quilter Plc
United Kingdom
$286K – – –
FHC
1194
First Heartland Consultants
Missouri
$286K +$51.8K +191 +17%
BFM
1195
Boston Financial Management
Massachusetts
$285K – – –
BMM
1196
Buffington Mohr McNeal
Idaho
$285K +$353K +1,300 New
SWP
1197
Strategic Wealth Partners
Ohio
$283K +$350K +1,289 New
LBC
1198
Lowe Brockenbrough & Co
Virginia
$280K – – –
KFP
1199
KB Financial Partners
New Jersey
$280K +$54.8K +202 +19%
LG
1200
Leuthold Group
Minnesota
$278K -$3.2M -11,774 -90%
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