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Name Holding Trade Value Shares
Change
Change in
Stake
PMA
351
Prudent Man Advisors
Illinois
$236K
JWM
352
Janiczek Wealth Management
Colorado
$236K +$48.1K +331 +23%
JC
353
JB Capital
Connecticut
$235K +$253K +1,740 New
CIAS
354
Capital Investment Advisory Services
North Carolina
$233K
TI
355
Tidal Investments
Wisconsin
$233K +$250K +1,724 New
KIA
356
KCM Investment Advisors
California
$232K
SFG
357
SevenBridge Financial Group
Pennsylvania
$232K +$249K +1,717 New
MAM
358
MMA Asset Management
Pennsylvania
$230K
Chevy Chase Trust
359
Chevy Chase Trust
Maryland
$227K -$297K -2,043 -55%
KOC
360
Koss-Olinger Consulting
Florida
$226K -$107K -734 -31%
HSBC Holdings
361
HSBC Holdings
United Kingdom
$226K +$243K +1,675 New
GBT
362
Grove Bank & Trust
Florida
$222K
CS
363
Comerica Securities
Michigan
$220K
IIM
364
InTrack Investment Management
Vermont
$219K
BOPW
365
Brandywine Oak Private Wealth
Pennsylvania
$219K +$20.6K +142 +9%
HSA
366
HBK Sorce Advisory
Pennsylvania
$218K +$5.66K +39 +2%
LTI
367
Laffer Tengler Investments
Tennessee
$217K +$53.3K +367 +30%
AAS
368
Avantax Advisory Services
Texas
$215K +$10.3K +71 +5%
LW
369
Linscomb Wealth
Texas
$209K
MPPW
370
Mitchell & Pahl Private Wealth
Oklahoma
$208K +$10.6K +73 +5%
JCM
371
Janney Capital Management
Pennsylvania
$204K +$3.63K +25 +2%
BAM
372
Blueshift Asset Management
New Jersey
$201K -$721K -4,967 -77%
MIFH
373
Migdal Insurance & Financial Holdings
Israel
$199K
CI Investments Inc
374
CI Investments Inc
Ontario, Canada
$196K -$21.3K -147 -9%
ADL
375
Asset Dedication LLC
California
$186K +$24.2K +167 +14%