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Name Holding Trade Value Shares
Change
Change in
Stake
CG
201
Caprock Group
Idaho
$416K +$51.9K +5,299 +14%
SL
202
Summitry LLC
California
$399K +$76.3K +7,795 +23%
YCM
203
Yousif Capital Management
Michigan
$393K -$259K -26,500 -39%
FA
204
Fedenia Advisers
Wisconsin
$393K +$403K +41,212 New
GWM
205
Greenwich Wealth Management
Connecticut
$388K +$8.75K +894 +2%
SCA
206
Snowden Capital Advisors
New York
$382K -$7.28K -744 -2%
OIA
207
OneDigital Investment Advisors
Kansas
$376K -$63.6K -6,500 -14%
ECM
208
Evergreen Capital Management
Washington
$376K +$46.1K +4,714 +14%
AAM
209
Auxier Asset Management
Oregon
$372K -$21.4K -2,182 -5%
HAG
210
HighPoint Advisor Group
Illinois
$372K +$21.7K +2,213 +6%
William Blair & Company
211
William Blair & Company
Illinois
$372K -$12.3K -1,254 -3%
JEST
212
JTC Employer Solutions Trustee
Jersey
$367K -$681K -69,580 -64%
UCFA
213
United Capital Financial Advisors
Texas
$358K +$12.4K +1,266 +3%
SS
214
SBI Securities
Japan
$353K +$362K +37,015 New
MIM
215
Martin Investment Management
Florida
$350K -$1.08K -110 -0.3%
CCM
216
Coldstream Capital Management
Washington
$349K +$121K +12,353 +51%
CC
217
Callan Capital
California
$346K +$81.8K +8,359 +30%
PA
218
Profund Advisors
Maryland
$342K -$108K -11,013 -24%
M&T Bank
219
M&T Bank
New York
$329K +$19.5K +1,993 +6%
AFG
220
Atomi Financial Group
New York
$323K +$111K +11,357 +50%
BWM
221
Baron Wealth Management
Michigan
$321K +$13.5K +1,381 +4%
Pacer Advisors
222
Pacer Advisors
Pennsylvania
$320K +$38.2K +3,907 +13%
AWA
223
Aaron Wealth Advisors
Illinois
$312K +$32.7K +3,344 +11%
LCWP
224
Legacy Capital Wealth Partners
Arkansas
$306K +$47.8K +4,884 +18%
IAS
225
Insigneo Advisory Services
Florida
$302K -$42.5K -4,344 -12%