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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
226
Clarius Group LLC
Washington
$158K
DHFB
227
Dixon Hubard Feinour & Brown
Virginia
$158K +$20.9K +3,773 +15%
VFA
228
Valeo Financial Advisors
Indiana
$155K +$493 +89 +0.3%
SEC
229
Seven Eight Capital
New York
$152K -$345K -62,298 -69%
QI
230
Qtron Investments
Massachusetts
$151K +$153K +27,595 New
PWPS
231
Pinnacle Wealth Planning Services
Ohio
$150K +$37.6K +6,796 +33%
New York State Common Retirement Fund
232
New York State Common Retirement Fund
New York
$150K +$152K +27,408 New
BAM
233
Bellevue Asset Management
Washington
$149K
SG Americas Securities
234
SG Americas Securities
New York
$144K -$158K -28,499 -52%
SIA
235
Schechter Investment Advisors
Michigan
$142K -$16.6K -2,998 -10%
PL
236
Plancorp LLC
Missouri
$142K -$13.9K -2,502 -9%
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$140K +$30.9K +5,579 +28%
DC
238
DeDora Capital
California
$140K +$142K +25,707 New
IAIM
239
International Assets Investment Management
Florida
$139K +$559 +101 +0.4%
Vanguard Personalized Indexing Management
240
Vanguard Personalized Indexing Management
California
$139K +$21.8K +3,941 +18%
SWM
241
Spire Wealth Management
Virginia
$137K -$175K -31,649 -56%
CFGS
242
Concourse Financial Group Securities
Alabama
$137K -$19.3K -3,477 -12%
USCWA
243
U.S. Capital Wealth Advisors
Texas
$137K -$14.1K -2,550 -9%
Luther King Capital Management (LKCM)
244
Luther King Capital Management (LKCM)
Texas
$137K
CM
245
Caption Management
Oklahoma
$136K -$2.99M -540,400 -96%
PAS
246
Park Avenue Securities
New York
$136K +$26.3K +4,749 +24%
CW
247
CreativeOne Wealth
Kansas
$135K -$31.5K -5,687 -19%
CC
248
Cypress Capital
Tennessee
$133K
AP
249
Advisor Partners
California
$132K -$11.1K -1,998 -8%
AIA
250
AIMZ Investment Advisors
California
$132K