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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
451
One Wealth Advisors
California
$330K +$142K +2,023 +68%
CI
452
Cigna Investments
Connecticut
$327K -$1.75K -25 -0.5%
BAM
453
Bruderman Asset Management
New York
$325K +$12.8K +183 +4%
TFA
454
Transamerica Financial Advisors
Florida
$323K +$333K +4,752 +4,281%
WAM
455
Wakefield Asset Management
Colorado
$307K -$50.6K -721 -13%
ACA
456
Atlas Capital Advisors
Wyoming
$299K -$52.3K -745 -14%
CWA
457
Clarus Wealth Advisors
Arizona
$295K +$264K +3,764 +549%
PCM
458
Poehling Capital Management
Wisconsin
$292K -$44.6K -635 -13%
MC
459
Moors & Cabot
Massachusetts
$291K -$35.1K -500 -10%
WAM
460
Wealthspire Advisors (Maryland)
Maryland
$290K -$3.44K -49 -1%
KA
461
Kintegral Advisory
New York
$289K +$306K +4,360 New
SBIA
462
Sheaff Brock Investment Advisors
Indiana
$286K -$13.5K -193 -4%
PA
463
Profund Advisors
Maryland
$285K -$241K -3,439 -44%
WAM
464
Wolverine Asset Management
Illinois
$278K +$233K +3,327 +384%
ZCA
465
Zeke Capital Advisors
Pennsylvania
$274K -$145K -2,070 -33%
C
466
Cerebellum
California
$270K +$116K +1,657 +68%
NB
467
NBT Bank
New York
$267K +$14K +200 +5%
PGFC
468
Peapack-Gladstone Financial Corp
New Jersey
$265K +$8.14K +116 +3%
VNB
469
Virginia National Bank
Virginia
$260K
BRWA
470
B. Riley Wealth Advisors
Florida
$259K -$21.2K -302 -7%
AIC
471
Archer Investment Corporation
Indiana
$259K +$274K +3,900 New
FAAS
472
First Allied Advisory Services
California
$257K -$264K -3,763 -50%
SC
473
Savant Capital
Illinois
$249K +$30.2K +430 +13%
JIC
474
Johnson Investment Counsel
Ohio
$246K +$41.1K +586 +19%
TIM
475
Thompson Investment Management
Wisconsin
$245K -$459K -6,536 -64%