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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
651
Fulcrum Asset Management
United Kingdom
$445K – – –
MSR
652
Main Street Research
Connecticut
$445K – – –
OHWP
653
Oak Harbor Wealth Partners
North Carolina
$442K +$407K +1,567 New
HBT
654
Heartland Bank & Trust
Illinois
$440K -$345K -1,328 -46%
AWM
655
Aprio Wealth Management
Georgia
$440K -$13K -50 -3%
AIA
656
Angeles Investment Advisors
California
$434K -$72.9K -281 -15%
CGL
657
Clarius Group LLC
Washington
$431K +$36.1K +139 +10%
CCA
658
Checchi Capital Advisers
California
$429K +$2.85K +11 +0.7%
ZB
659
Zions Bancorporation
Utah
$424K -$24.4K -94 -6%
Dynamic Advisor Solutions
660
Dynamic Advisor Solutions
Arizona
$422K +$25.4K +98 +7%
Horizon Investments
661
Horizon Investments
North Carolina
$421K +$19.2K +74 +5%
NRW
662
Nova R Wealth
Kansas
$418K +$385K +1,483 New
CWM
663
Cahaba Wealth Management
Georgia
$416K -$3.89K -15 -1%
IA
664
Inspire Advisors
Idaho
$416K +$123K +475 +48%
BWP
665
BSW Wealth Partners
Colorado
$413K +$22.6K +87 +6%
VI
666
Versor Investments
New York
$407K +$374K +1,443 New
CIP
667
Convergence Investment Partners
Florida
$405K -$50.1K -193 -12%
Livforsakringsbolaget Skandia
668
Livforsakringsbolaget Skandia
Sweden
$404K -$234K -900 -39%
LGA
669
Lebenthal Global Advisors
New York
$396K -$544K -2,096 -60%
IEFM
670
IQ EQ Fund Management
Ireland
$388K – – –
OWA
671
One Wealth Advisors
California
$387K +$65.1K +251 +22%
GIA
672
Gladstone Institutional Advisory
Florida
$385K +$9.6K +37 +3%
PFG
673
PAX Financial Group
Texas
$384K +$353K +1,360 New
TCM
674
Teza Capital Management
Illinois
$384K +$353K +1,360 New
Jump Financial
675
Jump Financial
Illinois
$381K -$1.3M -5,006 -79%