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Name Holding Trade Value Shares
Change
Change in
Stake
LI
826
Leap Investments
Illinois
$253K +$298K +1,100 New
CP
827
Camelot Portfolios
Ohio
$252K +$17.6K +65 +6%
PWM
828
Perigon Wealth Management
California
$252K +$270K +999 New
EWA
829
EP Wealth Advisors
California
$247K -$32.8K -121 -10%
TWM
830
Tolleson Wealth Management
Texas
$247K
AOWM
831
Alpha Omega Wealth Management
Virginia
$247K +$8.12K +30 +3%
Jennison Associates
832
Jennison Associates
New York
$246K +$18.1K +67 +7%
OSIA
833
O'Shares Investment Advisers
Massachusetts
$244K +$39.8K +147 +16%
MGIM
834
M&G Investment Management
United Kingdom
$243K -$45.2K -167 -14%
BHBT
835
Burke & Herbert Bank & Trust
Virginia
$243K
IFWM
836
Institute for Wealth Management
Colorado
$241K -$1.35K -5 -0.5%
DADC
837
D.A. Davidson & Co
Montana
$239K -$5.96K -22 -2%
GGI
838
Godsey & Gibb Inc
Virginia
$239K
SB
839
Strategic Blueprint
Georgia
$237K +$279K +1,032 New
DIS
840
Diversified Investment Strategies
Louisiana
$236K
APA
841
American Portfolios Advisors
New York
$235K +$24.6K +91 +10%
AP
842
Americana Partners
Texas
$234K +$195K +721 +240%
BSW
843
Buckingham Strategic Wealth
Missouri
$233K +$542 +2 +0.2%
OPS
844
Orion Portfolio Solutions
Nebraska
$233K +$26.3K +97 +11%
HSA
845
HBK Sorce Advisory
Pennsylvania
$233K +$54.7K +202 +25%
PAS
846
Partnervest Advisory Services
California
$233K +$274K +1,012 New
VAG
847
VisionPoint Advisory Group
Texas
$231K +$272K +1,005 New
ZCM
848
Zebra Capital Management
Connecticut
$231K +$272K +1,006 New
RC
849
RBF Capital
California
$230K
SLT
850
St Louis Trust
Missouri
$230K