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Name Holding Trade Value Shares
Change
Change in
Stake
GLA
301
Good Life Advisors
Pennsylvania
$258K +$250K +5,832 New
CAM
302
Cozad Asset Management
Illinois
$257K
VFA
303
Valeo Financial Advisors
Indiana
$256K -$30K -700 -11%
William Blair & Company
304
William Blair & Company
Illinois
$256K -$11.7K -272 -4%
GAMC
305
Garner Asset Management Corp
Texas
$246K -$12.8K -300 -5%
BCM
306
BlueCrest Capital Management
Jersey
$246K +$238K +5,558 New
WCM
307
Weld Capital Management
New York
$242K +$234K +5,456 New
LSAG
308
Lake Street Advisors Group
New Hampshire
$241K +$7.33K +171 +3%
BCM
309
BTC Capital Management
Iowa
$240K -$2.27K -53 -1%
PFPT
310
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K +$1.93K +45 +0.9%
CHP
311
Cable Hill Partners
Oregon
$234K -$52.7K -1,230 -19%
LB
312
Landmark Bank
Missouri
$233K +$225K +5,264 New
FWM
313
Fairhaven Wealth Management
Illinois
$232K +$225K +5,249 New
BFS
314
Bradley Foster & Sargent
Connecticut
$231K
AWE
315
Avidian Wealth Enterprises
Texas
$230K +$223K +5,203 New
KMWM
316
Keudell/Morrison Wealth Management
Oregon
$229K +$222K +5,174 New
MCM
317
MAI Capital Management
Ohio
$228K -$61.8K -1,442 -22%
1832 Asset Management
318
1832 Asset Management
Ontario, Canada
$228K +$16.7K +389 +8%
JFA
319
JNBA Financial Advisors
Minnesota
$228K +$86.3K +2,015 +64%
BCM
320
Bayesian Capital Management
New York
$227K -$15.8K -368 -7%
MAA
321
Mraz Amerine & Associates
California
$226K -$17.1K -400 -7%
APA
322
American Portfolios Advisors
New York
$224K +$25.3K +590 +13%
JWA
323
JFS Wealth Advisors
Pennsylvania
$222K -$985 -23 -0.5%
SRC
324
Sage Rhino Capital
California
$222K +$214K +5,005 New
MIH
325
Meitav Investment House
Israel
$221K