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Name Holding Trade Value Shares
Change
Change in
Stake
MA
726
Mutual Advisors
Nebraska
$230K +$230K +410 New
AL
727
Aspiriant LLC
California
$229K +$229K +408 New
MFA
728
Mayflower Financial Advisors
Massachusetts
$228K +$2.81K +5 +1%
CIA
729
Concurrent Investment Advisors
Florida
$226K +$3.37K +6 +2%
KCM
730
Kathmere Capital Management
Pennsylvania
$225K – – –
BEC
731
Blue Edge Capital
Virginia
$224K – – –
VSQM
732
V-Square Quantitative Management
Illinois
$224K – – –
FFA
733
Farther Finance Advisors
California
$224K +$48.3K +86 +27%
GM
734
GeoWealth Management
Illinois
$223K +$224K +398 New
HAG
735
HighPoint Advisor Group
Illinois
$219K -$648K -1,152 -72%
AWA
736
Arkadios Wealth Advisors
Georgia
$219K -$202K -359 -48%
EWA
737
EverSource Wealth Advisors
Alabama
$218K +$3.37K +6 +1%
MPM
738
MBB Public Markets
Illinois
$218K +$219K +389 New
BBA
739
Braun-Bostich & Associates
Pennsylvania
$217K -$113K -201 -34%
AFG
740
Atomi Financial Group
New York
$215K +$216K +384 New
PGCM
741
Prescott Group Capital Management
Oklahoma
$215K -$2.25M -4,000 -91%
ATC
742
Argent Trust Co
Tennessee
$215K +$215K +383 New
KP
743
Keel Point
Alabama
$214K +$214K +381 New
SFS
744
Security Financial Services
Indiana
$214K +$214K +381 New
MG
745
Meritage Group
California
$212K -$50.6K -90 -19%
PWPS
746
Pinnacle Wealth Planning Services
Ohio
$212K – – –
TIAA Trust, National Association
747
TIAA Trust, National Association
North Carolina
$212K +$212K +378 New
DAS
748
Dynamic Advisor Solutions
Arizona
$210K +$210K +374 New
RB
749
Renasant Bank
Mississippi
$207K +$5.62K +10 +3%
PSP
750
Principal Street Partners
Tennessee
$207K – – –