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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
601
Trust Asset Management
Texas
$220K +$207K +1,227 New
CGL
602
Clarius Group LLC
Washington
$215K +$202K +1,199 New
JCIA
603
Jackson Creek Investment Advisors
Colorado
$215K +$203K +1,202 New
CCG
604
Cypress Capital Group
Florida
$212K -$20.1K -119 -9%
CCM
605
Coldstream Capital Management
Washington
$208K +$195K +1,160 New
SCM
606
Shelton Capital Management
Colorado
$205K -$1.78M -10,538 -90%
TNAM
607
Terra Nova Asset Management
New York
$204K +$192K +1,138 New
TFIPS
608
Towarzystwo Funduszy Inwestycyjnych PZU SA
$201K +$189K +1,122 New
WANY
609
Wealthspire Advisors (New York)
New York
$200K +$189K +1,119 New
FHA
610
First Horizon Advisors
Tennessee
$196K -$3.88K -23 -2%
MAM
611
Meeder Asset Management
Ohio
$191K +$66.2K +393 +58%
CFFP
612
Center for Financial Planning
Michigan
$190K
PWPS
613
Pinnacle Wealth Planning Services
Ohio
$182K +$172K +1,020 New
FMLI
614
Fukoku Mutual Life Insurance
Japan
$179K +$169K +1,000 New
Fifth Third Bancorp
615
Fifth Third Bancorp
Ohio
$168K +$38.9K +231 +33%
CAPTRUST Financial Advisors
616
CAPTRUST Financial Advisors
North Carolina
$167K -$6.24K -37 -4%
PWA
617
Phoenix Wealth Advisors
North Carolina
$162K +$152K +904 New
WEC
618
Winslow Evans & Crocker
Massachusetts
$159K +$20.2K +120 +16%
PFGIA
619
Patriot Financial Group Insurance Agency
Massachusetts
$156K +$14.7K +87 +11%
APA
620
American Portfolios Advisors
New York
$152K -$18.5K -110 -11%
AA
621
Ancora Advisors
Ohio
$144K
EP
622
Eudaimonia Partners
Tennessee
$135K +$17.2K +102 +16%
CF
623
Centaurus Financial
California
$134K
HCP
624
Hexagon Capital Partners
Arkansas
$131K
OSAM
625
O'Shaughnessy Asset Management
Connecticut
$125K +$16.7K +99 +17%