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Name Holding Trade Value Shares
Change
Change in
Stake
DIA
501
Dana Investment Advisors
Wisconsin
$255K
FEM
502
Fulcrum Equity Management
Texas
$255K +$48.6K +386 +23%
S
503
SignatureFD
Georgia
$255K +$68K +540 +35%
SW
504
SVB Wealth
Massachusetts
$255K -$31.6K -251 -11%
SS
505
Simplicity Solutions
Minnesota
$250K +$257K +2,044 New
Cetera Investment Advisers
506
Cetera Investment Advisers
Illinois
$249K +$17.1K +136 +7%
BFG
507
Bleakley Financial Group
New Jersey
$248K +$8.94K +71 +4%
SCA
508
Snowden Capital Advisors
New York
$248K -$238K -1,894 -48%
RVPG
509
Relative Value Partners Group
$246K -$364K -2,891 -59%
CGA
510
Crescent Grove Advisors
Illinois
$245K
QC
511
Quadrature Capital
United Kingdom
$245K +$252K +2,002 New
LSA
512
Lion Street Advisors
Texas
$242K -$76.1K -605 -23%
GPA
513
Garrison Point Advisors
California
$239K
FFA
514
First Foundation Advisors
California
$236K +$243K +1,934 New
HI
515
Human Investing
Oregon
$233K -$546K -4,336 -69%
AAS
516
Ameritas Advisory Services
Nebraska
$232K +$378 +3 +0.2%
CCB
517
Cutter & Co Brokerage
Missouri
$232K +$239K +1,903 New
CJL
518
Cyrus J. Lawrence
New York
$232K
GC
519
Gilbert & Cook
Iowa
$226K +$233K +1,853 New
1WM
520
1900 Wealth Management
Texas
$225K
XT
521
XTX Topco
Cayman Islands
$223K +$230K +1,829 New
CCA
522
Checchi Capital Advisers
California
$223K +$881 +7 +0.4%
CBTWT
523
Community Bank & Trust (Waco, Texas)
Texas
$220K
OWP
524
Obermeyer Wealth Partners
Colorado
$214K
TSS
525
Two Sigma Securities
New York
$212K +$218K +1,736 New