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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
576
O'Shaughnessy Asset Management
Connecticut
$357K -$43K -282 -10%
CCA
577
Cravens & Co Advisors
Tennessee
$355K +$378K +2,475 New
MCM
578
MAI Capital Management
Ohio
$354K +$377K +2,469 New
FA
579
FDx Advisors
Illinois
$352K +$374K +2,453 New
ETC
580
Exchange Traded Concepts
Oklahoma
$352K +$88.2K +578 +31%
SN
581
Sittner & Nelson
Oregon
$348K -$24K -157 -6%
SFG
582
Synergy Financial Group
California
$345K -$145K -951 -28%
LSPW
583
Lake Street Private Wealth
Illinois
$344K -$36.6K -240 -9%
MYIA
584
Mount Yale Investment Advisors
Colorado
$343K +$364K +2,389 New
PCP
585
Proficio Capital Partners
Massachusetts
$337K +$13.4K +88 +4%
TMC
586
Trellus Management Company
Florida
$335K
BP
587
BBR Partners
New York
$333K +$1.07K +7 +0.3%
FRA
588
Frank Rimerman Advisors
California
$333K +$89K +583 +34%
SAS
589
Stelac Advisory Services
New York
$331K +$20.9K +137 +6%
AWS
590
AJ Wealth Strategies
New York
$330K +$49.9K +327 +17%
GM
591
Granger Management
New York
$329K
NW
592
NewEdge Wealth
Pennsylvania
$326K +$43.9K +288 +15%
AC
593
ASB Consultores
Florida
$325K +$90.6K +594 +36%
SFI
594
Siemens Fonds Invest
Germany
$321K -$6.71K -44 -2%
WU
595
Washington University
Missouri
$320K +$340K +2,226 New
CCM
596
Coldstream Capital Management
Washington
$318K +$338K +2,217 New
AssetMark Inc
597
AssetMark Inc
California
$316K +$20.9K +137 +7%
PHM
598
Prospect Hill Management
New Jersey
$316K -$87.7K -575 -21%
SS
599
Simplicity Solutions
Minnesota
$314K +$91.5K +600 +38%
IWA
600
Icon Wealth Advisors
Texas
$312K +$59.7K +391 +22%