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Name Holding Trade Value Shares
Change
Change in
Stake
CL
551
COWA LLC
Oklahoma
$260K -$4.37K -45 -1%
FNBOSM
552
First National Bank of South Miami
Florida
$258K
TCWM
553
Total Clarity Wealth Management
Illinois
$257K +$107K +1,105 +52%
BFPW
554
BOK Financial Private Wealth
Colorado
$254K -$17K -175 -5%
BAM
555
Blueshift Asset Management
New Jersey
$252K +$307K +3,160 New
HAG
556
HighPoint Advisor Group
Illinois
$251K +$329K +3,389 New
EWA
557
EP Wealth Advisors
California
$248K -$8.54K -88 -3%
WT
558
Whittier Trust
California
$247K -$142K -1,463 -32%
OFG
559
OmniStar Financial Group
North Carolina
$247K -$65.4K -674 -18%
CCP
560
Corient Capital Partners
California
$246K -$37.6K -387 -11%
SP
561
Symmetry Partners
Connecticut
$245K +$5.44K +56 +2%
HC
562
Henshaw Capital
Massachusetts
$242K -$87.3K -899 -23%
MIM
563
Montgomery Investment Management
Maryland
$242K -$5.83K -60 -2%
CTC
564
Central Trust Company
Missouri
$241K
DA
565
DCM Advisors
New York
$241K +$291K +3,000 New
VIA
566
Vident Investment Advisory
Georgia
$241K +$295K +3,041 New
VT
567
Vise Technologies
New York
$240K +$94.2K +970 +47%
SF
568
Synovus Financial
Georgia
$239K -$31.1K -320 -10%
GAM
569
Gould Asset Management
California
$235K -$2.43K -25 -0.8%
SS
570
Simplicity Solutions
Minnesota
$234K -$120K -1,239 -30%
RGC
571
Roberts, Glore & Co
Illinois
$234K -$53.9K -555 -16%
LNC
572
Lincoln National Corp
Pennsylvania
$227K -$12.7K -131 -4%
CAM
573
Claret Asset Management
Quebec, Canada
$227K
IWC
574
Integrated Wealth Concepts
Massachusetts
$226K +$31.2K +321 +13%
HSA
575
HBK Sorce Advisory
Pennsylvania
$226K +$276K +2,841 New