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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
301
Envestnet Portfolio Solutions
Illinois
$264K +$11.1K +81 +4%
AFAS
302
Acorn Financial Advisory Services
Virginia
$252K +$32.7K +238 +14%
OAM
303
Occidental Asset Management
California
$250K -$89K -647 -26%
AUB
304
Atlantic Union Bankshares
Virginia
$248K
AWM
305
Angeles Wealth Management
California
$246K -$37.4K -272 -13%
BIG
306
Brooklyn Investment Group
New York
$244K +$245K +1,780 New
GCM
307
Gallacher Capital Management
Colorado
$238K -$12.9K -94 -5%
CGH
308
Crossmark Global Holdings
Texas
$237K -$15K -109 -6%
GSIS
309
Global Strategic Investment Solutions
Arizona
$235K
Corient Private Wealth
310
Corient Private Wealth
Florida
$234K -$1.79K -13 -0.7%
I
311
InceptionR
California
$225K +$233K +1,693 New
CASB
312
Cape Ann Savings Bank
Massachusetts
$224K
LTAS
313
Linden Thomas Advisory Services
North Carolina
$220K +$1.24K +9 +0.5%
OQS
314
Occudo Quantitative Strategies
Florida
$215K +$223K +1,618 New
IB
315
Intrust Bank
Kansas
$214K -$31.1K -226 -12%
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$205K +$212K +1,543 New
SW
317
SkyOak Wealth
Michigan
$201K
C
318
Certuity
Florida
$201K +$208K +1,512 New
EC
319
EntryPoint Capital
New York
$201K +$208K +1,510 New
PA
320
Profund Advisors
Maryland
$201K +$208K +1,510 New
WS
321
Wedbush Securities
California
$200K +$207K +1,506 New
CPBTD
322
Central Pacific Bank - Trust Division
Hawaii
$197K
AAP
323
Arax Advisory Partners
Colorado
$188K -$816K -5,930 -81%
DJSG
324
D.J. St. Germain
Massachusetts
$167K +$3.58K +26 +2%
EWA
325
EverSource Wealth Advisors
Alabama
$164K +$13.9K +101 +9%