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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
301
Forvis Mazars Wealth Advisors
Missouri
$273K +$26.2K +512 +10%
FIM
302
Freedom Investment Management
Connecticut
$272K +$281K +5,501 New
JCIA
303
Jackson Creek Investment Advisors
Colorado
$269K +$278K +5,444 New
HI
304
Harbour Investments
Wisconsin
$262K -$252K -4,930 -48%
CAN
305
Cetera Advisor Networks
California
$261K +$50.8K +995 +23%
DU
306
Delphia (USA)
Ontario, Canada
$259K +$268K +5,237 New
HIIFS
307
Harel Insurance Investments & Financial Services
Israel
$254K +$258K +5,055 New
MNBTD
308
Moody National Bank Trust Division
Texas
$248K +$25.5K +499 +11%
CBOR
309
Community Bank of Raymore
Missouri
$247K -$255K -5,000 -50%
NIM
310
NuWave Investment Management
New Jersey
$240K +$60.2K +1,179 +32%
FFM
311
Forum Financial Management
Illinois
$238K +$246K +4,811 New
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$237K -$3.17K -62 -1%
PWM
313
Perigon Wealth Management
California
$235K -$28.8K -563 -11%
M&T Bank
314
M&T Bank
New York
$231K -$19.7K -386 -8%
Vanguard Personalized Indexing Management
315
Vanguard Personalized Indexing Management
California
$229K -$293K -5,731 -55%
CCM
316
Coldstream Capital Management
Washington
$228K +$236K +4,614 New
IAA
317
Independent Advisor Alliance
North Carolina
$227K -$7.97K -156 -3%
AP
318
Advisor Partners
California
$225K -$6.03K -118 -3%
KAS
319
Kestra Advisory Services
Texas
$224K +$9.81K +192 +4%
MIP
320
Marietta Investment Partners
Wisconsin
$222K
V
321
Veritable
Delaware
$218K +$226K +4,422 New
GT
322
Glenview Trust
Kentucky
$214K -$16.6K -324 -7%
KA
323
Kintegral Advisory
New York
$208K
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$203K +$210K +4,111 New
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$164K -$16.1K -315 -9%