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Name Holding Trade Value Shares
Change
Change in
Stake
CMS
551
Capital Market Strategies
Florida
$262K +$29.1K +300 +10%
MG
552
Mather Group
Illinois
$261K +$23.6K +243 +8%
RWM
553
Ritholtz Wealth Management
New York
$261K +$319K +3,281 New
CL
554
COWA LLC
Oklahoma
$260K -$4.37K -45 -1%
FNBOSM
555
First National Bank of South Miami
Florida
$258K – – –
TCWM
556
Total Clarity Wealth Management
Illinois
$257K +$107K +1,105 +52%
BFPW
557
BOK Financial Private Wealth
Colorado
$254K -$17K -175 -5%
BAM
558
Blueshift Asset Management
New Jersey
$252K +$307K +3,160 New
HAG
559
HighPoint Advisor Group
Illinois
$251K +$329K +3,389 New
EWA
560
EP Wealth Advisors
California
$248K -$8.54K -88 -3%
WT
561
Whittier Trust
California
$247K -$142K -1,463 -32%
OFG
562
OmniStar Financial Group
North Carolina
$247K -$65.4K -674 -18%
CCP
563
Corient Capital Partners
California
$246K -$37.6K -387 -11%
SP
564
Symmetry Partners
Connecticut
$245K +$5.44K +56 +2%
HC
565
Henshaw Capital
Massachusetts
$242K -$87.3K -899 -23%
MIM
566
Montgomery Investment Management
Maryland
$242K -$5.83K -60 -2%
CTC
567
Central Trust Company
Missouri
$241K – – –
DA
568
DCM Advisors
New York
$241K +$291K +3,000 New
VIA
569
Vident Investment Advisory
Georgia
$241K +$295K +3,041 New
VT
570
Vise Technologies
New York
$240K +$94.2K +970 +47%
SF
571
Synovus Financial
Georgia
$239K -$31.1K -320 -10%
GAM
572
Gould Asset Management
California
$235K -$2.43K -25 -0.8%
SS
573
Simplicity Solutions
Minnesota
$234K -$120K -1,239 -30%
RGC
574
Roberts, Glore & Co
Illinois
$234K -$53.9K -555 -16%
LNC
575
Lincoln National Corp
Pennsylvania
$227K -$12.7K -131 -4%