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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
751
Axiom Financial Strategies
Indiana
$240K – – –
RWI
752
Red Wave Investments
Pennsylvania
$239K -$6.88K -23 -3%
APG
753
Abacus Planning Group
South Carolina
$238K -$598 -2 -0.2%
SEC
754
Seven Eight Capital
New York
$238K +$262K +876 New
RAM
755
Roanoke Asset Management
New Jersey
$236K – – –
PCM
756
Penserra Capital Management
California
$235K +$10.2K +34 +4%
DWM
757
Doyle Wealth Management
Florida
$233K – – –
SF
758
Synovus Financial
Georgia
$231K +$254K +850 New
GIA
759
Gateway Investment Advisers
Ohio
$229K +$22.4K +75 +10%
CHA
760
Carmichael Hill & Associates
Maryland
$228K – – –
CA
761
Carson Advisory
Georgia
$228K +$29.9K +100 +14%
VFA
762
Valeo Financial Advisors
Indiana
$226K -$6.88K -23 -3%
RIA
763
Realta Investment Advisors
Delaware
$226K – – –
SF
764
Summit Financial
New Jersey
$224K -$1.5K -5 -0.6%
P
765
Pitcairn
Pennsylvania
$224K -$1.79K -6 -0.7%
FHA
766
First Horizon Advisors
Tennessee
$224K +$143K +479 +137%
T
767
TOBAM
France
$224K +$247K +824 New
PI
768
PEAK6 Investments
Illinois
$222K -$849K -2,837 -82%
BWP
769
Baldwin Wealth Partners
Massachusetts
$222K – – –
RTC
770
Riverview Trust Company
Washington
$222K +$32K +107 +15%
PG
771
Pendal Group
Australia
$219K +$31.7K +106 +15%
HAI
772
Hennessy Advisors Inc
California
$218K -$1.85M -6,200 -89%
AP
773
Atwood & Palmer
Missouri
$218K -$59.8K -200 -20%
6F
774
626 Financial
Michigan
$218K – – –
KSWA
775
Kathleen S. Wright Associates
Pennsylvania
$218K – – –