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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
326
Cerity Partners
New York
$379K +$76K +2,920 +30%
BIM
327
Bridges Investment Management
Nebraska
$375K +$325K +12,490 New
APA
328
American Portfolios Advisors
New York
$367K -$12.5K -480 -4%
PWLP
329
Prio Wealth Limited Partnership
Massachusetts
$360K – – –
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$360K +$312K +12,000 New
OFS
331
OneAscent Financial Services
Alabama
$356K +$308K +11,850 New
QCM
332
Quest Capital Management
Texas
$350K +$10.4K +400 +4%
V
333
Veritable
Delaware
$339K -$154K -5,920 -34%
Lido Advisors
334
Lido Advisors
California
$338K -$11.5K -440 -4%
Geode Capital Management
335
Geode Capital Management
Massachusetts
$337K +$293K +11,260 New
CAW
336
Cornerstone Advisors (Washington)
Washington
$332K -$62.5K -2,400 -18%
MAM
337
Mastrapasqua Asset Management
Tennessee
$330K – – –
PBCM
338
Point Break Capital Management
Florida
$321K -$591K -22,710 -68%
PCP
339
Proficio Capital Partners
Massachusetts
$320K +$3.12K +120 +1%
ACI
340
Alpha Cubed Investments
California
$319K -$31.8K -1,220 -10%
RIA
341
Realta Investment Advisors
Delaware
$316K +$215K +8,240 +358%
FGAM
342
Financial Gravity Asset Management
Texas
$312K -$68.2K -2,620 -20%
WSTAM
343
Wilbanks Smith & Thomas Asset Management
Virginia
$311K +$269K +10,350 New
NSAM
344
North Star Asset Management
Wisconsin
$304K – – –
RBFC
345
Roman Butler Fullerton & Co
Missouri
$300K – – –
SYBT
346
Stock Yards Bank & Trust
Kentucky
$300K – – –
LWAC
347
Laurel Wealth Advisors (California)
California
$299K +$7.03K +270 +3%
AT
348
Arden Trust
Delaware
$293K -$309K -11,860 -55%
LOAME
349
Lombard Odier Asset Management (Europe)
United Kingdom
$290K +$251K +9,650 New
CAL
350
Capital Analysts LLC
Pennsylvania
$287K +$217K +8,350 +690%