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Name Holding Trade Value Shares
Change
Change in
Stake
BF
276
BOK Financial
Oklahoma
$617K +$22.8K +442 +4%
B
277
Bailard
California
$607K +$19.6K +380 +3%
Vanguard Personalized Indexing Management
278
Vanguard Personalized Indexing Management
California
$599K +$125K +2,428 +26%
CP
279
Covenant Partners
Tennessee
$589K +$283K +5,494 +88%
AIA
280
Avalon Investment & Advisory
Texas
$585K +$46K +893 +8%
JF
281
Jump Financial
Illinois
$573K +$588K +11,421 New
PVWM
282
Point View Wealth Management
New Jersey
$570K +$6.18K +120 +1%
CPA
283
Court Place Advisors
Maryland
$557K +$35K +680 +7%
Mariner
284
Mariner
Kansas
$551K +$36.9K +717 +7%
KPWS
285
Kestra Private Wealth Services
Texas
$550K +$564K +10,957 New
GI
286
GAMCO Investors
Connecticut
$549K
CIP
287
Cornerstone Investment Partners
Georgia
$549K +$2.37K +46 +0.4%
HPC
288
HM Payson & Co
Maine
$544K +$3.5K +68 +0.6%
AAM
289
Augustine Asset Management
Florida
$541K +$9.88K +192 +2%
KAS
290
Kestra Advisory Services
Texas
$540K +$554K +10,768 New
SFA
291
Semmax Financial Advisors
North Carolina
$531K +$43.1K +837 +9%
RWM
292
Ritholtz Wealth Management
New York
$531K +$87.5K +1,700 +19%
ACA
293
Atlas Capital Advisors
Wyoming
$530K +$544K +10,562 New
ACM
294
Ategra Capital Management
Virginia
$528K
IFWM
295
Institute for Wealth Management
Colorado
$514K -$413K -8,016 -44%
ASN
296
Advisory Services Network
Georgia
$511K +$75.4K +1,464 +17%
SCM
297
Snow Capital Management
Pennsylvania
$509K -$42.5K -826 -8%
SB
298
Simmons Bank
Arkansas
$506K +$47.8K +928 +10%
GTCM
299
Gyon Technologies Capital Management
New Jersey
$505K +$518K +10,062 New
PG
300
Patten Group
Tennessee
$504K +$84.5K +1,642 +20%