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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
726
Camelot Technology Advisors
California
$353K – – –
TAM
727
Trust Asset Management
Texas
$352K – – –
EFM
728
E Fund Management
China
$351K +$89.2K +2,812 +39%
NLP
729
Next Level Private
New York
$350K – – –
OIA
730
OneDigital Investment Advisors
Kansas
$350K +$52.3K +1,648 +20%
WA
731
Waverly Advisors
Alabama
$350K -$12.3K -388 -4%
CGL
732
Clarius Group LLC
Washington
$347K -$15.1K -477 -5%
APG
733
Abacus Planning Group
South Carolina
$345K +$1.52K +48 +0.5%
SP
734
Symmetry Partners
Connecticut
$344K – – –
OC
735
Oakworth Capital
Alabama
$343K – – –
CCM
736
Chilton Capital Management
Texas
$341K -$15.9K -500 -5%
BAM
737
Byrne Asset Management
New Jersey
$341K +$311K +9,815 New
AA
738
Advisory Alpha
Michigan
$340K -$53.9K -1,699 -15%
VCP
739
Verus Capital Partners
Arizona
$338K +$6.35K +200 +2%
PFM
740
Phillips Financial Management
Indiana
$336K +$3.55K +112 +1%
SF
741
Summit Financial
New Jersey
$336K +$302K +9,518 New
AWM
742
Avior Wealth Management
Nebraska
$336K +$41K +1,291 +16%
VHAM
743
Van Hulzen Asset Management
California
$335K -$113K -3,553 -27%
UAML
744
US Asset Management LLC
Pennsylvania
$335K -$15.8K -497 -5%
ALAM
745
Asahi Life Asset Management
Japan
$334K +$303K +9,540 New
CWA
746
Centennial Wealth Advisory
Michigan
$331K -$108K -3,408 -26%
ECM
747
Estabrook Capital Management
New York
$329K – – –
CSA
748
Cottage Street Advisors
Massachusetts
$328K +$63 +2 +0%
ADMI
749
Albert D. Mason Inc
Massachusetts
$328K -$4.06K -128 -1%
Luther King Capital Management (LKCM)
750
Luther King Capital Management (LKCM)
Texas
$327K – – –