Name Holding Trade Value Shares
Change
Change in
Stake
IAA
601
Independent Advisor Alliance
North Carolina
$333K -$62.2K -295 -15%
AAS
602
Avantax Advisory Services
Texas
$332K -$30K -142 -8%
SOW
603
State of Wyoming
Wyoming
$331K +$306K +1,452 +752%
CIC
604
Carnegie Investment Counsel
Ohio
$330K -$56.7K -269 -14%
QCM
605
Quantinno Capital Management
New York
$327K +$49.6K +235 +17%
SI
606
Stephens Inc
Arkansas
$327K -$52.5K -249 -13%
VSQM
607
V-Square Quantitative Management
Illinois
$325K +$200K +947 +141%
TFS
608
Thoroughbred Financial Services
Tennessee
$324K +$340K +1,613 New
IIM
609
Ipswich Investment Management
Massachusetts
$324K -$55.7K -264 -14%
FIM
610
Freedom Investment Management
Connecticut
$316K -$294K -1,395 -47%
CTC
611
Central Trust Company
Missouri
$312K -$86.7K -411 -21%
Los Angeles Capital Management
612
Los Angeles Capital Management
California
$310K -$567K -2,690 -64%
SGI
613
Summit Global Investments
Utah
$310K -$1.32M -6,265 -80%
HKIMG
614
Hutchens & Kramer Investment Management Group
Indiana
$309K -$53.6K -254 -14%
WAS
615
WESPAC Advisors SoCal
California
$306K -$77.2K -366 -19%
TCA
616
Transcend Capital Advisors
New Jersey
$306K -$45.8K -217 -12%
CWA
617
Canvas Wealth Advisors
Kansas
$304K -$52.7K -250 -14%
CPW
618
Crestmont Private Wealth
Texas
$304K -$150K -713 -32%
TA
619
Trellis Advisors
Washington
$303K -$51K -242 -14%
SWS
620
SYSTM Wealth Solutions
Illinois
$302K -$61.2K -290 -16%
SSWM
621
Smith Salley Wealth Management
North Carolina
$298K -$237K -1,124 -43%
CAG
622
Csenge Advisory Group
Florida
$292K -$175K -828 -36%
Bessemer Group
623
Bessemer Group
New Jersey
$291K -$172K -816 -36%
FHA
624
Flagship Harbor Advisors
Massachusetts
$289K -$119K -566 -28%
CCT
625
Chemung Canal Trust
New York
$288K -$49.6K -235 -14%