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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2176
Wellspring Financial Advisors
Ohio
$256K +$727 +2 +0.3%
BCM
2177
BTR Capital Management
California
$255K -$37.8K -104 -12%
CA
2178
Callahan Advisors
Texas
$251K -$445K -1,225 -63%
LIA
2179
LS Investment Advisors
Michigan
$250K – – –
MPCG
2180
Matrix Private Capital Group
New York
$250K +$11.6K +32 +5%
SWM
2181
Selective Wealth Management
Virginia
$250K +$54.5K +150 +26%
XSC
2182
X-Square Capital
Puerto Rico
$250K +$264K +727 New
SMG
2183
Spectrum Management Group
Indiana
$249K -$2.54M -6,972 -91%
HG
2184
Harbor Group
New Hampshire
$249K -$25.1K -69 -9%
KFI
2185
Key Financial Inc
Pennsylvania
$249K – – –
AUB
2186
Atlantic Union Bankshares
Virginia
$249K +$14.5K +40 +6%
EA
2187
Ellsworth Advisors
Ohio
$248K – – –
BCP
2188
Blackhawk Capital Partners
Wisconsin
$247K -$32.7K -90 -11%
JFA
2189
JNBA Financial Advisors
Minnesota
$247K +$2.54K +7 +1%
BAM
2190
Berkshire Asset Management
Pennsylvania
$247K +$3.64K +10 +1%
LAS
2191
Lloyd Advisory Services
Georgia
$246K +$107K +293 +70%
FBC
2192
Fairfield, Bush & Co
Connecticut
$245K -$9.09K -25 -3%
PWAG
2193
Polaris Wealth Advisory Group
California
$244K -$21.4M -58,761 -99%
MAG
2194
MRA Advisory Group
New Jersey
$244K +$21.8K +60 +9%
ACM
2195
AlphaCrest Capital Management
New York
$243K -$5.7M -15,674 -96%
TAIM
2196
Te Ahumairangi Investment Management
New Zealand
$243K -$1.31M -3,610 -84%
YMRC
2197
Yorktown Management & Research Company
Virginia
$243K – – –
TPWA
2198
TRUE Private Wealth Advisors
Oregon
$243K +$2.54K +7 +1%
AA
2199
Auxano Advisors
Washington
$243K +$10.5K +29 +4%
HWA
2200
HHM Wealth Advisors
Tennessee
$242K – – –
86 87
88
89 90