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Name Holding Trade Value Shares
Change
Change in
Stake
LI
751
LRI Investments
Florida
$235K +$154K +7,948 +160%
RFC
752
Regions Financial Corp
Alabama
$233K -$90.2K -4,655 -27%
TCM
753
Triumph Capital Management
Colorado
$232K -$922K -47,599 -79%
OC
754
Oarsman Capital
Wisconsin
$232K +$2.09K +108 +0.9%
KMWM
755
Keudell/Morrison Wealth Management
Oregon
$230K -$3.27K -169 -1%
NS
756
NBC Securities
Alabama
$226K +$22.1K +1,141 +10%
PPC
757
Park Place Capital
Alabama
$226K -$82.2K -4,243 -25%
PA
758
Prossimo Advisors
California
$224K -$17.4K -899 -7%
UB
759
Umpqua Bank
Oregon
$223K -$9.84K -508 -4%
RWP
760
Revolve Wealth Partners
New Jersey
$223K -$26.8K -1,385 -10%
GFS
761
GYL Financial Synergies
Connecticut
$223K +$20.9K +1,078 +10%
CCM
762
Chiron Capital Management
Florida
$222K
WPC
763
Wedmont Private Capital
Pennsylvania
$221K -$891 -46 -0.4%
EF
764
Exeter Financial
Arizona
$220K +$235K +12,121 New
SAG
765
SageView Advisory Group
California
$218K +$232K +11,985 New
BTWM
766
Baker Tilly Wealth Management
Wisconsin
$217K -$17.8K -920 -7%
TPWA
767
TRUE Private Wealth Advisors
Oregon
$216K -$1.59K -82 -0.7%
AWM
768
Axxcess Wealth Management
California
$215K -$1.32K -68 -0.6%
Fayez Sarofim & Co
769
Fayez Sarofim & Co
Texas
$213K -$392K -20,216 -63%
Cohen & Steers
770
Cohen & Steers
New York
$211K -$4.32K -223 -2%
CANC
771
Culbertson A N & Co
Virginia
$211K +$225K +11,600 New
DWM
772
Dakota Wealth Management
Florida
$209K -$5.64K -291 -2%
KFGK
773
Keystone Financial Group (Kentucky)
Kentucky
$208K +$18.4K +950 +9%
AWM
774
Apollon Wealth Management
South Carolina
$207K -$30.5K -1,575 -12%
DS
775
DRW Securities
Illinois
$205K +$220K +11,344 New