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Name Holding Trade Value Shares
Change
Change in
Stake
SI
251
Stephens Inc
Arkansas
$339K +$31K +351 +9%
CAM
252
Cresset Asset Management
Illinois
$338K -$32.2K -365 -8%
GTCM
253
Gyon Technologies Capital Management
New Jersey
$337K +$50.8K +575 +16%
WWM
254
Western Wealth Management
Colorado
$336K +$1.85K +21 +0.5%
AWM
255
AE Wealth Management
Kansas
$336K +$20K +227 +6%
SW
256
SVB Wealth
Massachusetts
$336K +$156K +1,768 +75%
QI
257
Qtron Investments
Massachusetts
$332K -$181K -2,055 -33%
PCS
258
Personal CFO Solutions
New Jersey
$332K -$23.5K -266 -6%
DG
259
DMC Group
Alabama
$330K +$13.9K +157 +4%
KOC
260
Koss-Olinger Consulting
Florida
$318K +$346K +3,914 New
SIS
261
Susquehanna International Securities
Ireland
$317K +$344K +3,900 New
RP
262
Riverwater Partners
Wisconsin
$315K
PFM
263
Parsec Financial Management
North Carolina
$308K -$46.4K -525 -12%
BTI
264
Blue Trust Inc
Georgia
$304K +$173K +1,954 +140%
ICG
265
InterOcean Capital Group
Tennessee
$303K
Rafferty Asset Management
266
Rafferty Asset Management
New York
$301K -$8.74K -99 -3%
ADL
267
Asset Dedication LLC
California
$300K +$334K +3,777 New
RJT
268
Raymond James Trust
Florida
$296K +$6.01K +68 +2%
MPPW
269
Mitchell & Pahl Private Wealth
Oklahoma
$294K +$54.1K +613 +20%
BRWA
270
B. Riley Wealth Advisors
Florida
$287K +$310K +3,513 New
Cetera Investment Advisers
271
Cetera Investment Advisers
Illinois
$286K -$92.2K -1,044 -23%
CGL
272
Clarius Group LLC
Washington
$284K -$107K -1,215 -26%
BG
273
Bahl & Gaynor
Ohio
$284K
HCMG
274
Howard Capital Management Group
California
$276K
BOH
275
Bank of Hawaii
Hawaii
$274K -$1.32K -15 -0.4%