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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
876
Sagewood Asset Management
New York
$332K +$76K +1,165 +24%
AWP
877
Abacus Wealth Partners
California
$331K -$419K -6,422 -52%
CFG
878
Cooper Financial Group
California
$331K -$15.3K -234 -4%
C
879
Certuity
Florida
$331K +$92.6K +1,419 +31%
Envestnet Portfolio Solutions
880
Envestnet Portfolio Solutions
Illinois
$330K +$36.3K +556 +10%
AFP
881
Ausdal Financial Partners
Iowa
$330K +$17.2K +264 +5%
ICP
882
Interchange Capital Partners
Pennsylvania
$329K +$386K +5,920 New
TCWA
883
Turtle Creek Wealth Advisors
Texas
$328K +$193K +2,960 +101%
IFU
884
iSAM Funds (UK)
United Kingdom
$328K +$385K +5,900 New
PWA
885
Pitcairn Wealth Advisors
Pennsylvania
$327K -$302K -4,627 -44%
BA
886
Bridgewater Advisors
New York
$327K -$12.8K -196 -3%
WB
887
WesBanco Bank
West Virginia
$325K -$24.7K -378 -6%
PWG
888
Portside Wealth Group
Utah
$323K +$108K +1,656 +40%
HPCM
889
Hunter Perkins Capital Management
Illinois
$321K – – –
DS
890
DRW Securities
Illinois
$320K +$28.6K +439 +8%
CCA
891
Checchi Capital Advisers
California
$319K -$58K -889 -13%
HPC
892
HM Payson & Co
Maine
$316K – – –
OFS
893
OneAscent Financial Services
Alabama
$315K -$42.7K -655 -10%
SL
894
Summitry LLC
California
$314K +$369K +5,663 New
BFG
895
Beacon Financial Group
Texas
$313K -$83.1K -1,274 -18%
TC
896
Truvestments Capital
Florida
$313K +$14.8K +227 +4%
CCMG
897
Clark Capital Management Group
Pennsylvania
$313K +$367K +5,629 New
1WM
898
1900 Wealth Management
Texas
$310K +$90.3K +1,384 +33%
GCP
899
GSA Capital Partners
United Kingdom
$310K -$462K -7,075 -56%
SIC
900
Shoker Investment Counsel
Ohio
$306K -$31.2K -478 -8%