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Name Holding Trade Value Shares
Change
Change in
Stake
TW
326
Traveka Wealth
California
$341K – – –
CAS
327
Coppell Advisory Solutions
Texas
$336K +$6.3K +213 New
BGAI
328
Bruce G. Allen Investments
Colorado
$334K +$3.31K +112 +1%
OC
329
Oppenheimer & Co
New York
$331K – – –
NP
330
Nilsine Partners
Colorado
$330K +$4.32K +146 +1%
FPAS
331
Focus Partners Advisor Solutions
Missouri
$330K -$5.35K -181 -2%
GT
332
Glenview Trust
Kentucky
$327K +$739 +25 +0.2%
CIM
333
Contravisory Investment Management
Massachusetts
$323K +$10.3K +349 +4%
IRC
334
Investors Research Corp
Georgia
$323K – – –
WRPWM
335
Werba Rubin Papier Wealth Management
California
$322K -$4.58K -155 -1%
LSWM
336
Lorne Steinberg Wealth Management
Canada
$322K – – –
LCGC
337
Legacy Capital Group California
California
$320K +$10.3K +349 +4%
EC
338
EntryPoint Capital
New York
$318K – – –
AF
339
Allworth Financial
California
$317K +$76.1K +2,572 +34%
NAM
340
NTV Asset Management
West Virginia
$317K – – –
KWM
341
Keebeck Wealth Management
Illinois
$316K +$298K +10,085 New
EWM
342
Empirical Wealth Management
Washington
$316K -$35.9K -1,214 -11%
OFG
343
Oxford Financial Group
Indiana
$315K -$1.21K -41 -0.4%
VFM
344
Viking Fund Management
North Dakota
$314K +$296K +10,000 New
Parnassus Investments
345
Parnassus Investments
California
$312K +$294K +9,945 New
SP
346
SmartHarvest Portfolios
Washington
$309K +$5.35K +181 +2%
PS
347
Principal Securities
Iowa
$308K -$51.3K -1,733 -15%
BFA
348
Brown Financial Advisors
Ohio
$305K -$3.49K -118 -1%
ACM
349
Alta Capital Management
Utah
$304K -$5.24K -177 -2%
EWA
350
EverSource Wealth Advisors
Alabama
$304K -$145K -4,901 -34%