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Name Holding Trade Value Shares
Change
Change in
Stake
KA
826
KLCM Advisors
Wisconsin
$292K -$6.68K -212 -2%
EN1L
827
Engine No 1 LLC
California
$287K +$65.2K +2,071 +28%
MPM
828
MBB Public Markets
Illinois
$285K +$300K +9,526 New
1SB
829
1ST Source Bank
Indiana
$281K +$13.9K +440 +5%
WP
830
WealthSource Partners
California
$280K -$24.2K -769 -8%
SIM
831
SSI Investment Management
California
$279K -$788 -25 -0.3%
SWM
832
Sendero Wealth Management
Texas
$279K +$293K +9,305 New
GP
833
Girard Partners
Pennsylvania
$277K +$292K +9,270 New
TWM
834
TriaGen Wealth Management
California
$276K
VIA
835
Vident Investment Advisory
Georgia
$275K -$18.7K -594 -6%
9WM
836
9258 Wealth Management
Ohio
$275K -$5.01K -159 -2%
IRC
837
Investors Research Corp
Georgia
$274K
AssetMark Inc
838
AssetMark Inc
California
$274K +$274K +8,696 +1,899%
AAS
839
Ameritas Advisory Services
Nebraska
$274K +$288K +9,138 New
FMWA
840
Forvis Mazars Wealth Advisors
Missouri
$274K +$288K +9,147 New
PPP
841
Private Portfolio Partners
New Jersey
$274K
FDS
842
First Dallas Securities
Texas
$273K -$94.5K -3,000 -25%
CIA
843
Capital Investment Advisors
Georgia
$273K -$725 -23 -0.3%
AHC
844
Adell Harriman & Carpenter
Texas
$273K -$126K -4,000 -31%
FIA
845
Foundations Investment Advisors
Arizona
$271K -$3.4K -108 -1%
SSW
846
Stone Summit Wealth
Florida
$271K +$290K +9,203 New
GD
847
Grandfield & Dodd
New York
$270K -$32 -1 -0%
BHWM
848
Bar Harbor Wealth Management
New Hampshire
$269K
MIG
849
McGuire Investment Group
Rhode Island
$269K
CCA
850
Cadent Capital Advisors
Oklahoma
$268K +$1.1K +35 +0.4%