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Name Holding Trade Value Shares
Change
Change in
Stake
CCB
501
Country Club Bank
Missouri
$260K – – –
BCM
502
Bayesian Capital Management
New York
$260K +$268K +2,127 New
DIA
503
Dana Investment Advisors
Wisconsin
$255K – – –
FEM
504
Fulcrum Equity Management
Texas
$255K +$48.6K +386 +23%
S
505
SignatureFD
Georgia
$255K +$68K +540 +35%
SW
506
SVB Wealth
Massachusetts
$255K -$31.6K -251 -11%
SS
507
Simplicity Solutions
Minnesota
$250K +$257K +2,044 New
Cetera Investment Advisers
508
Cetera Investment Advisers
Illinois
$249K +$17.1K +136 +7%
BFG
509
Bleakley Financial Group
New Jersey
$248K +$8.94K +71 +4%
SCA
510
Snowden Capital Advisors
New York
$248K -$238K -1,894 -48%
RVPG
511
Relative Value Partners Group
$246K -$364K -2,891 -59%
CGA
512
Crescent Grove Advisors
Illinois
$245K – – –
QC
513
Quadrature Capital
United Kingdom
$245K +$252K +2,002 New
LSA
514
Lion Street Advisors
Texas
$242K -$76.1K -605 -23%
GPA
515
Garrison Point Advisors
California
$239K – – –
FFA
516
First Foundation Advisors
California
$236K +$243K +1,934 New
HI
517
Human Investing
Oregon
$233K -$546K -4,336 -69%
AAS
518
Ameritas Advisory Services
Nebraska
$232K +$378 +3 +0.2%
CCB
519
Cutter & Co Brokerage
Missouri
$232K +$239K +1,903 New
CJL
520
Cyrus J. Lawrence
New York
$232K – – –
GC
521
Gilbert & Cook
Iowa
$226K +$233K +1,853 New
1WM
522
1900 Wealth Management
Texas
$225K – – –
XT
523
XTX Topco
Cayman Islands
$223K +$230K +1,829 New
CCA
524
Checchi Capital Advisers
California
$223K +$881 +7 +0.4%
CBTWT
525
Community Bank & Trust (Waco, Texas)
Texas
$220K – – –