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Name Holding Trade Value Shares
Change
Change in
Stake
RiverFront Investment Group
701
RiverFront Investment Group
Virginia
$254K +$242K +607 New
FA
702
FDx Advisors
Illinois
$253K -$151K -379 -39%
BFS
703
Bard Financial Services
Connecticut
$252K – – –
BBA
704
BLB&B Advisors
Pennsylvania
$250K – – –
Coldstream Capital Management
705
Coldstream Capital Management
Washington
$246K -$31.9K -80 -12%
Charles Schwab Investment Advisory
706
Charles Schwab Investment Advisory
California
$243K – – –
NAS
707
Nicolet Advisory Services
Wisconsin
$240K – – –
HCM
708
Hengehold Capital Management
Ohio
$238K – – –
RIA
709
Realta Investment Advisors
Delaware
$237K +$226K +566 New
Orion Portfolio Solutions
710
Orion Portfolio Solutions
Nebraska
$234K -$32.7K -82 -13%
W
711
WealthStone
Ohio
$232K -$1.2K -3 -0.5%
First Horizon Advisors
712
First Horizon Advisors
Tennessee
$232K +$191K +478 +613%
Exencial Wealth Advisors
713
Exencial Wealth Advisors
Oklahoma
$230K – – –
Nomura Holdings
714
Nomura Holdings
Japan
$229K -$1.72M -4,301 -89%
CX Institutional
715
CX Institutional
Indiana
$226K -$1.41M -3,529 -87%
RCM
716
Radnor Capital Management
Pennsylvania
$222K – – –
Martingale Asset Management
717
Martingale Asset Management
Massachusetts
$220K -$20.2M -50,699 -99%
AC
718
Avestar Capital
New York
$218K -$159K -398 -45%
Everett Harris & Co
719
Everett Harris & Co
California
$218K – – –
BI
720
Ballast Inc
Kentucky
$217K – – –
Stratos Wealth Partners
721
Stratos Wealth Partners
Ohio
$216K +$3.59K +9 +2%
Donaldson Capital Management
722
Donaldson Capital Management
Indiana
$216K +$7.58K +19 +4%
CIP
723
Convergence Investment Partners
Florida
$213K -$2.4K -6 -1%
Perigon Wealth Management
724
Perigon Wealth Management
California
$210K -$3.59K -9 -2%
BBNA
725
Bremer Bank National Association
Minnesota
$210K -$399 -1 -0.2%