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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
151
Institutional & Family Asset Management
Colorado
$855K -$198 -7 -0%
CI
152
Clal Insurance
Israel
$854K +$850K +30,000 New
TA
153
Tectonic Advisors
Texas
$840K +$276K +9,726 +49%
SIC
154
Samalin Investment Counsel
New York
$825K +$103K +3,648 +14%
OF
155
Outfitter Financial
Maine
$796K
EWA
156
Exencial Wealth Advisors
Oklahoma
$789K +$786K +27,725 New
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$773K -$53.1K -1,873 -6%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$768K -$44.4K -1,565 -5%
MOACM
159
Mutual of America Capital Management
New York
$760K -$2.58K -91 -0.3%
FF
160
FourThought Financial
Florida
$737K -$29.4K -1,036 -4%
HB
161
Homrich & Berg
Georgia
$734K +$90.2K +3,181 +14%
CRC
162
Curi RMB Capital
Illinois
$703K
CAN
163
Cetera Advisor Networks
California
$702K -$401K -14,150 -36%
HA
164
HYA Advisors
Missouri
$691K
Geode Capital Management
165
Geode Capital Management
Massachusetts
$685K +$49.3K +1,738 +8%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$684K +$23.3K +823 +4%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$655K +$41K +1,445 +7%
OLA
168
Oliver Luxxe Assets
New Jersey
$647K -$510K -18,000 -44%
ASN
169
Advisory Services Network
Georgia
$647K -$20.9K -737 -3%
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$643K +$74.2K +2,617 +13%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$631K +$628K +22,170 New
Franklin Resources
172
Franklin Resources
California
$625K
AFG
173
American Financial Group
Ohio
$612K
CWP
174
CFM Wealth Partners
Texas
$609K +$606K +21,391 New
LW
175
Linscomb Wealth
Texas
$603K +$2.83K +100 +0.5%