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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
726
Trust Asset Management
Texas
$352K
EFM
727
E Fund Management
China
$351K +$89.2K +2,812 +39%
NLP
728
Next Level Private
New York
$350K
OIA
729
OneDigital Investment Advisors
Kansas
$350K +$52.3K +1,648 +20%
WA
730
Waverly Advisors
Alabama
$350K -$12.3K -388 -4%
CGL
731
Clarius Group LLC
Washington
$347K -$15.1K -477 -5%
APG
732
Abacus Planning Group
South Carolina
$345K +$1.52K +48 +0.5%
SP
733
Symmetry Partners
Connecticut
$344K
OC
734
Oakworth Capital
Alabama
$343K
CCM
735
Chilton Capital Management
Texas
$341K -$15.9K -500 -5%
BAM
736
Byrne Asset Management
New Jersey
$341K +$311K +9,815 New
AA
737
Advisory Alpha
Michigan
$340K -$53.9K -1,699 -15%
VCP
738
Verus Capital Partners
Arizona
$338K +$6.35K +200 +2%
PFM
739
Phillips Financial Management
Indiana
$336K +$3.55K +112 +1%
SF
740
Summit Financial
New Jersey
$336K +$302K +9,518 New
AWM
741
Avior Wealth Management
Nebraska
$336K +$41K +1,291 +16%
VHAM
742
Van Hulzen Asset Management
California
$335K -$113K -3,553 -27%
UAML
743
US Asset Management LLC
Pennsylvania
$335K -$15.8K -497 -5%
ALAM
744
Asahi Life Asset Management
Japan
$334K +$303K +9,540 New
CWA
745
Centennial Wealth Advisory
Michigan
$331K -$108K -3,408 -26%
ECM
746
Estabrook Capital Management
New York
$329K
CSA
747
Cottage Street Advisors
Massachusetts
$328K +$63 +2 +0%
ADMI
748
Albert D. Mason Inc
Massachusetts
$328K -$4.06K -128 -1%
Luther King Capital Management (LKCM)
749
Luther King Capital Management (LKCM)
Texas
$327K
OPA
750
Old Port Advisors
Maine
$326K +$4K +126 +1%