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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1651
Strategic Wealth Partners
Ohio
$313K -$786K -6,684 -69%
AMPWP
1652
Alvarez & Marsal Private Wealth Partners
Florida
$312K +$27.1K +230 +8%
DWM
1653
Dogwood Wealth Management
Kansas
$311K -$61.9K -526 -15%
AAG
1654
Asset Advisory Group
New Jersey
$311K +$41.1K +349 +13%
CG
1655
Clarus Group
Texas
$311K +$21.5K +183 +7%
MBT
1656
Montecito Bank & Trust
California
$309K -$42.4K -360 -11%
PFM
1657
Patton Fund Management
Texas
$309K +$192K +1,634 +123%
BWFA
1658
Baltimore-Washington Financial Advisors
Maryland
$309K +$348K +2,959 New
Calamos Wealth Management
1659
Calamos Wealth Management
Illinois
$309K -$7.46M -63,418 -96%
HighPoint Advisor Group
1660
HighPoint Advisor Group
Illinois
$307K -$2.9M -24,627 -89%
VFA
1661
Values First Advisors
Tennessee
$306K -$46.4K -394 -12%
RLH
1662
RD Lewis Holdings
Florida
$305K -$85.3K -725 -18%
MCP
1663
Mirador Capital Partners
California
$305K +$3.77K +32 +1%
BWA
1664
Basecamp Wealth Advisors
Washington
$304K +$14.2K +121 +4%
IWA
1665
Icon Wealth Advisors
Texas
$304K -$2.75M -23,408 -87%
CMF
1666
Counterpoint Mutual Funds
California
$303K +$113K +960 +49%
OM
1667
OV Management
Minnesota
$303K -$552K -4,689 -62%
ACM
1668
Allred Capital Management
Texas
$301K +$7.06K +60 +2%
WWM
1669
Wolff Wiese Magana
California
$301K -$458K -3,890 -58%
CIP
1670
Champlain Investment Partners
Vermont
$298K +$109K +925 +48%
LWM
1671
LightSquare Wealth Management
Michigan
$298K +$335K +2,850 New
PLFS
1672
Provident Living Financial Services
Utah
$298K -$13.5K -115 -4%
OL
1673
OneFund LLC
Florida
$297K -$17.6K -150 -5%
WMA
1674
Wealth Management Associates
New Jersey
$296K +$2.94K +25 +0.9%
SAM
1675
Secure Asset Management
Michigan
$295K -$93.1K -791 -22%