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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
326
Coppell Advisory Solutions
Texas
$336K +$6.3K +213 New
BGAI
327
Bruce G. Allen Investments
Colorado
$334K +$3.31K +112 +1%
OC
328
Oppenheimer & Co
New York
$331K
NP
329
Nilsine Partners
Colorado
$330K +$4.32K +146 +1%
FPAS
330
Focus Partners Advisor Solutions
Missouri
$330K -$5.35K -181 -2%
GT
331
Glenview Trust
Kentucky
$327K +$739 +25 +0.2%
CIM
332
Contravisory Investment Management
Massachusetts
$323K +$10.3K +349 +4%
IRC
333
Investors Research Corp
Georgia
$323K
WRPWM
334
Werba Rubin Papier Wealth Management
California
$322K -$4.58K -155 -1%
LSWM
335
Lorne Steinberg Wealth Management
Canada
$322K
LCGC
336
Legacy Capital Group California
California
$320K +$10.3K +349 +4%
EC
337
EntryPoint Capital
New York
$318K
AF
338
Allworth Financial
California
$317K +$76.1K +2,572 +34%
NAM
339
NTV Asset Management
West Virginia
$317K
KWM
340
Keebeck Wealth Management
Illinois
$316K +$298K +10,085 New
EWM
341
Empirical Wealth Management
Washington
$316K -$35.9K -1,214 -11%
OFG
342
Oxford Financial Group
Indiana
$315K -$1.21K -41 -0.4%
VFM
343
Viking Fund Management
North Dakota
$314K +$296K +10,000 New
Parnassus Investments
344
Parnassus Investments
California
$312K +$294K +9,945 New
SP
345
SmartHarvest Portfolios
Washington
$309K +$5.35K +181 +2%
PS
346
Principal Securities
Iowa
$308K -$51.3K -1,733 -15%
ACM
347
Alta Capital Management
Utah
$304K -$5.24K -177 -2%
EWA
348
EverSource Wealth Advisors
Alabama
$304K -$145K -4,901 -34%
CBU
349
CIBC Bancorp USA
Illinois
$302K +$6.57K +222 +2%
XC
350
XY Capital
Hong Kong
$299K -$663K -22,414 -70%