Name Holding Trade Value Shares
Change
Change in
Stake
CAM
576
Claret Asset Management
Quebec, Canada
$229K – – –
ACP
577
Arcus Capital Partners
Georgia
$227K +$9.11K +1 +4%
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$221K – – –
MCM
579
Monument Capital Management
Virginia
$221K – – –
RMDI
580
R.M. Davis Inc
Maine
$221K – – –
S
581
SignatureFD
Georgia
$221K +$18.2K +2 +8%
P
582
&Partners
Tennessee
$218K -$9.11K -1 -4%
ACA
583
American Capital Advisory
Idaho
$213K – – –
FFM
584
Forum Financial Management
Illinois
$213K – – –
AWM
585
Apollon Wealth Management
South Carolina
$213K -$36.4K -4 -13%
CIA
586
CCM Investment Advisers
South Carolina
$213K -$36.4K -4 -13%
ET
587
Equitable Trust
Tennessee
$213K +$237K +26 New
Kovitz Investment Group Partners
588
Kovitz Investment Group Partners
Illinois
$205K -$155K -17 -40%
OAM
589
Occidental Asset Management
California
$204K – – –
CFO
590
Callan Family Office
Pennsylvania
$204K +$228K +25 New
VA
591
Vident Advisory
Georgia
$204K +$228K +25 New
DMBA
592
Deseret Mutual Benefit Administrators
Utah
$196K +$9.11K +1 +4%
Carson Wealth (CWM LLC)
593
Carson Wealth (CWM LLC)
Nebraska
$196K +$27.3K +3 +14%
Jones Financial Companies
594
Jones Financial Companies
Missouri
$188K +$118K +13 +130%
CI Investments Inc
595
CI Investments Inc
Ontario, Canada
$172K +$36.4K +4 +24%
GJIA
596
Glass Jacobson Investment Advisors
Maryland
$172K – – –
LC
597
Lindbrook Capital
California
$172K +$9.11K +1 +5%
QCG
598
Quadrant Capital Group
Ohio
$164K +$18.2K +2 +11%
CFB
599
Cullen/Frost Bankers
Texas
$164K +$100K +11 +122%
GI
600
GAMMA Investing
California
$155K +$18.2K +2 +12%