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Name Holding Trade Value Shares
Change
Change in
Stake
VP
651
Verum Partners
North Carolina
$441K +$433K +3,672 New
SAM
652
Silvercrest Asset Management
New York
$437K -$4.72K -40 -1%
IF
653
Integrity Financial
Wyoming
$435K – – –
FHC
654
First Horizon Corporation
Tennessee
$430K – – –
RMP
655
Richards, Merrill & Peterson
Washington
$428K -$12.3K -104 -3%
MAWA
656
Moss Adams Wealth Advisors
Washington
$424K -$9.21K -78 -2%
BAM
657
Bellevue Asset Management
Washington
$419K +$354 +3 +0.1%
LFAS
658
Level Four Advisory Services
Texas
$419K +$411K +3,485 New
Twin Tree Management
659
Twin Tree Management
Texas
$414K +$407K +3,449 New
VSQM
660
V-Square Quantitative Management
Illinois
$413K +$8.5K +72 +2%
PMSA
661
Patrick M. Sweeney & Associates
Illinois
$410K – – –
JCIA
662
Jackson Creek Investment Advisors
Colorado
$409K -$146K -1,238 -29%
RIA
663
Regal Investment Advisors
Michigan
$407K -$3.89K -33 -1%
SAI
664
Savvy Advisors Inc
New York
$406K -$8.03K -68 -2%
SACTSONJ
665
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$406K -$21.2K -180 -5%
CSIC
666
Clifford Swan Investment Counsel
California
$402K – – –
SFS
667
Stiles Financial Services
Minnesota
$398K -$17.2K -146 -4%
BCM
668
Becker Capital Management
Oregon
$398K +$13.1K +111 +3%
MWM
669
Mission Wealth Management
California
$391K +$384K +3,258 New
FC
670
Farringdon Capital
United Kingdom
$391K +$384K +3,256 New
AG
671
Ascent Group
Virginia
$390K +$944 +8 +0.2%
GWMR
672
GC Wealth Management RIA
Massachusetts
$388K -$12.2K -103 -3%
KPWS
673
Kestra Private Wealth Services
Texas
$386K -$485K -4,107 -56%
TCM
674
Teza Capital Management
Illinois
$379K -$65.4K -554 -15%
SIA
675
Strategic Investment Advisors
Michigan
$378K -$18.8K -159 -5%