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Name Holding Trade Value Shares
Change
Change in
Stake
JF
626
Jump Financial
Illinois
$300K +$300K +3,528 New
AA
627
Auxano Advisors
Washington
$300K -$6.97K -82 -2%
SIG
628
Stonegate Investment Group
Alabama
$299K – – –
NAS
629
Nicolet Advisory Services
Wisconsin
$296K +$15.9K +187 +6%
FA
630
FDx Advisors
Illinois
$291K +$291K +3,420 New
NRD
631
Nebula Research & Development
New York
$291K +$291K +3,422 New
CHP
632
Cable Hill Partners
Oregon
$288K +$63.1K +742 +28%
ZIMP
633
Zimmermann Investment Management & Planning
Pennsylvania
$287K -$30K -353 -9%
MMA
634
Miracle Mile Advisors
California
$287K +$45.8K +538 +19%
CAM
635
Crestone Asset Management
Colorado
$286K +$286K +3,364 New
TC
636
Telemus Capital
Michigan
$283K -$12.9K -152 -4%
CNBT
637
Canandaigua National Bank & Trust
New York
$283K +$283K +3,327 New
PWW
638
Pettyjohn Wood & White
Virginia
$277K – – –
BCM
639
Becker Capital Management
Oregon
$277K – – –
PWM
640
Perigon Wealth Management
California
$270K +$59.8K +703 +28%
LAM
641
L2 Asset Management
Massachusetts
$270K -$125K -1,471 -63%
SW
642
SVB Wealth
Massachusetts
$268K -$19.8K -233 -7%
KWM
643
Kingsview Wealth Management
Oregon
$266K +$60.2K +708 +29%
EAM
644
Evanson Asset Management
California
$264K +$850 +10 +0.3%
BAM
645
Bellevue Asset Management
Washington
$263K +$85 +1 +0%
Luther King Capital Management (LKCM)
646
Luther King Capital Management (LKCM)
Texas
$263K – – –
NC
647
NinePointTwo Capital
California
$262K -$9.1K -107 -3%
SWP
648
Stratos Wealth Partners
Ohio
$261K +$9.1K +107 +4%
LRIA
649
Leonard Rickey Investment Advisors
Washington
$259K -$425 -5 -0.2%
SIM
650
Sentry Investment Management
Wisconsin
$258K -$35.1K -413 -12%