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Name Holding Trade Value Shares
Change
Change in
Stake
XSC
2176
X-Square Capital
Puerto Rico
$330K -$166K -4,738 -33%
AFAS
2177
Acorn Financial Advisory Services
Virginia
$330K +$1.47K +42 +0.4%
LF
2178
LifeSteps Financial
California
$330K +$102K +2,899 +44%
ARM
2179
Adirondack Research & Management
New York
$329K – – –
PIA
2180
Pinion Investment Advisors
Kansas
$329K – – –
HPWM
2181
Highland Private Wealth Management
Washington
$329K +$8.17K +233 +3%
KLI
2182
Kelman-Lazarov Inc
Tennessee
$327K -$22K -628 -6%
CMI
2183
Clare Market Investments
Texas
$326K +$41.8K +1,191 +15%
DIM
2184
DC Investments Management
Virginia
$324K -$67.2K -1,917 -17%
BA
2185
Ballast Advisors
Minnesota
$324K – – –
WPC
2186
White Pine Capital
Minnesota
$324K – – –
KOMWMG
2187
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$321K +$19.2K +549 +6%
BIM
2188
Barton Investment Management
Pennsylvania
$319K – – –
RHP
2189
Royal Harbor Partners
Texas
$318K – – –
BOS
2190
Bank of Stockton
California
$317K -$9.99K -285 -3%
CAM
2191
Cidel Asset Management
Ontario, Canada
$317K – – –
MFT
2192
Moisand Fitzgerald Tamayo
Florida
$316K – – –
SWM
2193
Selective Wealth Management
Virginia
$315K -$11.2K -320 -3%
Cohen & Steers
2194
Cohen & Steers
New York
$315K +$317K +9,034 New
DA
2195
Doliver Advisors
Texas
$314K +$15.4K +440 +5%
AO
2196
Advisor OS
Illinois
$314K +$315K +8,989 New
TSS
2197
Two Sigma Securities
New York
$313K -$653K -18,623 -67%
RC
2198
RBO & Co
California
$313K +$315K +8,991 New
FLAM
2199
First Light Asset Management
Minnesota
$311K – – –
DP
2200
Denver PWM
Colorado
$310K +$20.5K +584 +7%