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Name Holding Trade Value Shares
Change
Change in
Stake
VIA
701
Vident Investment Advisory
Georgia
$263K +$247K +1,289 New
SFM
702
Signet Financial Management
New Jersey
$262K -$28.6K -149 -10%
WIP
703
Wellesley Investment Partners
Massachusetts
$261K
LOAMS
704
Lombard Odier Asset Management (Switzerland)
Switzerland
$260K -$886K -4,618 -78%
BC
705
Burney Company
Virginia
$260K +$9.59K +50 +4%
CWA
706
Clarus Wealth Advisors
Arizona
$258K
NSIM
707
North Star Investment Management
Illinois
$257K
SC
708
SouthState Corp
Florida
$255K -$28.8K -150 -11%
LSAG
709
Lake Street Advisors Group
New Hampshire
$249K -$18.8K -98 -7%
CL
710
CIM LLC
New York
$248K +$233K +1,213 New
AHB
711
Abner Herrman & Brock
New Jersey
$244K
TA
712
Trellis Advisors
Washington
$242K -$19.4K -101 -8%
CPH
713
C Partners Holding
Switzerland
$241K -$27.6K -144 -11%
DIS
714
Diversified Investment Strategies
Louisiana
$240K
IA
715
Independence Advisors
Pennsylvania
$239K
PFPT
716
Pinnacle Financial Partners (Tennessee)
Tennessee
$238K +$224K +1,166 New
PGIM
717
Pacific Global Investment Management
California
$237K +$384 +2 +0.2%
BTNA
718
Bremer Trust National Association
Minnesota
$236K +$222K +1,155 New
SC
719
Scotia Capital
Ontario, Canada
$236K +$264K +1,375 New
ARMT
720
Amica Retiree Medical Trust
Rhode Island
$232K
AF
721
Advisornet Financial
Minnesota
$232K +$6.9K +36 +3%
GWM
722
Geneos Wealth Management
Colorado
$229K -$13.4K -70 -6%
Fisher Asset Management
723
Fisher Asset Management
Washington
$227K -$205K -1,070 -49%
MCM
724
MAI Capital Management
Ohio
$223K +$209K +1,091 New
ATC
725
Argent Trust Co
Tennessee
$223K +$211K +1,098 New