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Name Holding Trade Value Shares
Change
Change in
Stake
LI
976
LMCG Investments
Massachusetts
$312K
CWA
977
CogentBlue Wealth Advisors
Tennessee
$312K +$25.3K +366 +9%
CWM
978
Cornerstone Wealth Management
Missouri
$311K +$898 +13 +0.3%
JCM
979
Jacobi Capital Management
Pennsylvania
$311K +$8.84K +128 +3%
SEIA
980
Signature Estate & Investment Advisors
California
$311K +$1.52K +22 +0.5%
SWA
981
Stratos Wealth Advisors
Ohio
$310K -$80.1K -1,160 -21%
WS
982
Wela Strategies
Georgia
$308K
OPA
983
Old Port Advisors
Maine
$307K +$15.2K +220 +5%
WAAG
984
Wealth Alliance Advisory Group
Kansas
$307K -$16.2K -234 -5%
RDFA
985
Ritter Daniher Financial Advisory
Ohio
$306K +$13.8K +200 +5%
CB
986
Centennial Bank
Arkansas
$306K -$11K -159 -4%
MNBTD
987
Moody National Bank Trust Division
Texas
$305K -$32.5K -470 -10%
SFC
988
SYM Financial Corp
Indiana
$305K +$8.77K +127 +3%
MA
989
Montag & Associates
Georgia
$305K +$5.11K +74 +2%
IA
990
Integrity Alliance
Iowa
$304K -$272K -3,935 -48%
MPM
991
MBB Public Markets
Illinois
$303K -$61.9K -896 -18%
BTI
992
Blue Trust Inc
Georgia
$302K -$58K -840 -17%
AFP
993
Ausdal Financial Partners
Iowa
$302K +$53.5K +775 +23%
EARNEST Partners
994
EARNEST Partners
Georgia
$301K +$83K +1,202 +40%
MIM
995
Morningstar Investment Management
Illinois
$300K +$289K +4,182 New
SC
996
Sapient Capital
Indiana
$300K -$3.31K -48 -1%
VT
997
Volterra Technologies
New York
$299K +$288K +4,165 New
PHK
998
Point72 Hong Kong
Hong Kong
$296K -$8.4M -121,575 -97%
BPWM
999
Badgley Phelps Wealth Managers
Washington
$295K +$30.5K +441 +12%
A
1000
Argentarii
Ohio
$295K