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Name Holding Trade Value Shares
Change
Change in
Stake
V
726
VeraBank
Texas
$255K – – –
WWM
727
Windsor Wealth Management
Indiana
$255K – – –
RWP
728
Ridgecrest Wealth Partners
California
$255K +$234K +1,164 New
CSPAM
729
Cary Street Partners Asset Management
Virginia
$251K +$230K +1,147 New
Cerity Partners
730
Cerity Partners
New York
$249K -$322K -1,604 -59%
CFGS
731
Concourse Financial Group Securities
Alabama
$249K +$59.8K +298 +36%
SIM
732
SSI Investment Management
California
$249K +$227K +1,131 New
CCIA
733
Campbell & Co Investment Adviser
Maryland
$249K +$228K +1,135 New
NPT
734
Nixon Peabody Trust
Massachusetts
$248K +$228K +1,135 New
SCM
735
SKBA Capital Management
California
$247K +$227K +1,129 New
BTWM
736
Baker Tilly Wealth Management
Wisconsin
$244K -$72.2K -360 -24%
SC
737
Savant Capital
Illinois
$244K -$7.02K -35 -3%
MAM
738
Martingale Asset Management
Massachusetts
$243K -$943K -4,700 -81%
CCA
739
Column Capital Advisors
Indiana
$242K – – –
ACA
740
Aptus Capital Advisors
Alabama
$239K +$219K +1,092 New
YWP
741
YorkBridge Wealth Partners
New York
$239K +$219K +1,092 New
LPIC
742
LeJeune Puetz Investment Counsel
Michigan
$236K – – –
LWM
743
Laidlaw Wealth Management
New York
$235K +$215K +1,072 New
FQ
744
First Quadrant
California
$234K – – –
LCS
745
Levin Capital Strategies
New York
$233K +$214K +1,065 New
Fiera Capital (Canada)
746
Fiera Capital (Canada)
Quebec, Canada
$232K +$213K +1,060 New
GWS
747
Glassman Wealth Services
Virginia
$231K +$2.01K +10 +1%
SAI
748
Systematic Alpha Investments
New Jersey
$230K +$210K +1,048 New
WW
749
Waterfront Wealth
Kansas
$227K +$210K +1,048 New
FA
750
FDx Advisors
Illinois
$225K -$246K -1,228 -54%