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Name Holding Trade Value Shares
Change
Change in
Stake
CG
176
Caprock Group
Idaho
$282K +$33.8K +1,194 +13%
BFG
177
Bleakley Financial Group
New Jersey
$281K +$301K +10,633 New
NB
178
Nicolet Bankshares
Wisconsin
$280K +$301K +10,652 New
FSA
179
Franklin Street Advisors
North Carolina
$271K -$35.8K -1,266 -11%
Allspring Global Investments
180
Allspring Global Investments
North Carolina
$269K +$54.2K +1,915 +23%
YCM
181
Yousif Capital Management
Michigan
$267K
FG
182
Foster Group
Iowa
$258K +$4.67K +165 +2%
IAA
183
Ironsides Asset Advisors
North Carolina
$255K +$273K +9,665 New
Truist Financial
184
Truist Financial
North Carolina
$255K +$39.3K +1,390 +17%
Lido Advisors
185
Lido Advisors
California
$253K +$5.35K +189 +2%
FB
186
Fulton Bank
Pennsylvania
$253K +$271K +9,576 New
OCM
187
One Capital Management
California
$251K -$97.3K -3,438 -27%
SMH
188
Sanders Morris Harris
Texas
$250K +$268K +9,477 New
JIC
189
Joel Isaacson & Co
New York
$249K
FWI
190
Facet Wealth Inc
Maryland
$248K -$85 -3 -0%
AFG
191
Atomi Financial Group
New York
$247K +$264K +9,336 New
USCWA
192
U.S. Capital Wealth Advisors
Texas
$245K -$2.63K -93 -1%
DF
193
Dunhill Financial
United Kingdom
$237K
WA
194
Waverly Advisors
Alabama
$234K -$97.6K -3,450 -28%
UCFA
195
United Capital Financial Advisors
Texas
$232K +$21.1K +744 +9%
TPI
196
Trust Point Inc
Wisconsin
$229K +$246K +8,683 New
AFC
197
Avise Financial Cooperative
California
$226K +$57 +2 +0%
KOC
198
Koss-Olinger Consulting
Florida
$222K
MHC
199
May Hill Capital
Massachusetts
$222K +$237K +8,391 New
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$216K -$167K -5,913 -42%