Name Holding Trade Value Shares
Change
Change in
Stake
BA
751
Bristlecone Advisors
Washington
$324K +$357K +9,921 New
STA
752
Summit Trail Advisors
New York
$322K +$75.7K +2,105 +28%
OC
753
Oakworth Capital
Alabama
$321K – – –
MOS
754
MGO One Seven
Ohio
$318K -$188K -5,239 -35%
Empower Advisory Group
755
Empower Advisory Group
Colorado
$316K -$74.9K -2,082 -18%
VHAM
756
Van Hulzen Asset Management
California
$314K +$1.33K +37 +0.4%
WPA
757
West Paces Advisors
Georgia
$314K +$10.7K +298 +3%
IFU
758
iSAM Funds (UK)
United Kingdom
$313K +$344K +9,578 New
AAS
759
Ameritas Advisory Services
Nebraska
$312K -$19K -529 -5%
UAML
760
US Asset Management LLC
Pennsylvania
$312K – – –
CSP
761
Cary Street Partners
Virginia
$311K +$342K +9,526 New
IQI
762
Integrated Quantitative Investments
Washington
$310K +$342K +9,500 New
VCP
763
Verus Capital Partners
Arizona
$309K -$7.19K -200 -2%
SAM
764
Smartleaf Asset Management
Massachusetts
$307K +$27.3K +759 +9%
AWA
765
Aaron Wealth Advisors
Illinois
$307K -$41.3K -1,148 -11%
ECM
766
Estabrook Capital Management
New York
$307K – – –
CSA
767
Cottage Street Advisors
Massachusetts
$306K +$72 +2 +0%
ADMI
768
Albert D. Mason Inc
Massachusetts
$304K – – –
NLP
769
Next Level Private
New York
$304K – – –
Luther King Capital Management (LKCM)
770
Luther King Capital Management (LKCM)
Texas
$302K -$13.4K -373 -4%
WSC
771
Wellington Shields & Co
New York
$300K – – –
EGM
772
Engineers Gate Manager
New York
$298K -$1.31M -36,521 -80%
WB
773
West Bancorporation
Iowa
$298K – – –
OIA
774
OneDigital Investment Advisors
Kansas
$296K -$13.9K -386 -4%
WHC
775
Wulff, Hansen & Co
California
$296K – – –