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Name Holding Trade Value Shares
Change
Change in
Stake
RA
301
Range Advisory
Virginia
$266K +$276K +2,003 New
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$264K +$11.1K +81 +4%
AFAS
303
Acorn Financial Advisory Services
Virginia
$252K +$32.7K +238 +14%
OAM
304
Occidental Asset Management
California
$250K -$89K -647 -26%
AUB
305
Atlantic Union Bankshares
Virginia
$248K – – –
AWM
306
Angeles Wealth Management
California
$246K -$37.4K -272 -13%
BIG
307
Brooklyn Investment Group
New York
$244K +$245K +1,780 New
GCM
308
Gallacher Capital Management
Colorado
$238K -$12.9K -94 -5%
CGH
309
Crossmark Global Holdings
Texas
$237K -$15K -109 -6%
GSIS
310
Global Strategic Investment Solutions
Arizona
$235K – – –
Corient Private Wealth
311
Corient Private Wealth
Florida
$234K -$1.79K -13 -0.7%
I
312
InceptionR
California
$225K +$233K +1,693 New
CASB
313
Cape Ann Savings Bank
Massachusetts
$224K – – –
LTAS
314
Linden Thomas Advisory Services
North Carolina
$220K +$1.24K +9 +0.5%
OQS
315
Occudo Quantitative Strategies
Florida
$215K +$223K +1,618 New
IB
316
Intrust Bank
Kansas
$214K -$31.1K -226 -12%
Commonwealth Equity Services
317
Commonwealth Equity Services
Massachusetts
$205K +$212K +1,543 New
SW
318
SkyOak Wealth
Michigan
$201K – – –
C
319
Certuity
Florida
$201K +$208K +1,512 New
EC
320
EntryPoint Capital
New York
$201K +$208K +1,510 New
PA
321
Profund Advisors
Maryland
$201K +$208K +1,510 New
WS
322
Wedbush Securities
California
$200K +$207K +1,506 New
CPBTD
323
Central Pacific Bank - Trust Division
Hawaii
$197K – – –
AAP
324
Arax Advisory Partners
Colorado
$188K -$816K -5,930 -81%
DJSG
325
D.J. St. Germain
Massachusetts
$167K +$3.58K +26 +2%