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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
651
Crawford Investment Counsel
Georgia
$281K -$214K -857 -41%
BAAM
652
Baker Avenue Asset Management
California
$280K +$101K +404 +48%
SYBT
653
Stock Yards Bank & Trust
Kentucky
$280K +$8.97K +36 +3%
LOAMS
654
Lombard Odier Asset Management (Switzerland)
Switzerland
$277K +$308K +1,235 New
SIA
655
Strategic Investment Advisors
Michigan
$276K +$307K +1,230 New
BWM
656
Baron Wealth Management
Michigan
$276K -$68.8K -276 -18%
GLA
657
Great Lakes Advisors
Illinois
$275K +$1.74K +7 +0.6%
CFA
658
Churchill Financial Advisors
Kentucky
$273K -$59.6K -239 -16%
KFS
659
Keynote Financial Services
Connecticut
$273K
AUB
660
Atlantic Union Bankshares
Virginia
$271K +$1.74K +7 +0.6%
AWM
661
Angeles Wealth Management
California
$270K -$2.99K -12 -1%
SL
662
SWMG LLC
Texas
$270K +$300K +1,202 New
WC
663
Woodstock Corp
Massachusetts
$265K
SAI
664
Savvy Advisors Inc
New York
$264K -$36.6K -147 -11%
PS
665
Principal Securities
Iowa
$263K +$44.1K +177 +18%
RAM
666
Ramirez Asset Management
New York
$263K
EWA
667
EverSource Wealth Advisors
Alabama
$259K +$90.5K +363 +46%
WF
668
WoodTrust Financial
Wisconsin
$259K -$623K -2,500 -68%
PCS
669
Personal CFO Solutions
New Jersey
$258K -$11K -44 -4%
MFS
670
Mirabella Financial Services
United Kingdom
$254K -$443K -1,778 -61%
AWM
671
Aprio Wealth Management
Georgia
$254K -$16.2K -65 -5%
CCA
672
Checchi Capital Advisers
California
$252K +$280K +1,124 New
LS
673
Livforsakringsbolaget Skandia
Sweden
$252K
Envestnet Portfolio Solutions
674
Envestnet Portfolio Solutions
Illinois
$252K -$155K -621 -36%
GCM
675
Gallacher Capital Management
Colorado
$251K +$279K +1,120 New