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Name Holding Trade Value Shares
Change
Change in
Stake
Benjamin F. Edwards & Company
301
Benjamin F. Edwards & Company
Missouri
$262K -$38.9K -908 -13%
CAM
302
Cidel Asset Management
Ontario, Canada
$260K +$32.3K +754 +15%
GLA
303
Good Life Advisors
Pennsylvania
$258K +$250K +5,832 New
CAM
304
Cozad Asset Management
Illinois
$257K – – –
Valeo Financial Advisors
305
Valeo Financial Advisors
Indiana
$256K -$30K -700 -11%
William Blair & Company
306
William Blair & Company
Illinois
$256K -$11.7K -272 -4%
GAMC
307
Garner Asset Management Corp
Texas
$246K -$12.8K -300 -5%
BlueCrest Capital Management
308
BlueCrest Capital Management
Jersey
$246K +$238K +5,558 New
WCM
309
Weld Capital Management
New York
$242K +$234K +5,456 New
LSAG
310
Lake Street Advisors Group
New Hampshire
$241K +$7.33K +171 +3%
BCM
311
BTC Capital Management
Iowa
$240K -$2.27K -53 -1%
Pinnacle Financial Partners (Tennessee)
312
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K +$1.93K +45 +0.9%
CHP
313
Cable Hill Partners
Oregon
$234K -$52.7K -1,230 -19%
LB
314
Landmark Bank
Missouri
$233K +$225K +5,264 New
FWM
315
Fairhaven Wealth Management
Illinois
$232K +$225K +5,249 New
Bradley Foster & Sargent
316
Bradley Foster & Sargent
Connecticut
$231K – – –
Avidian Wealth Enterprises
317
Avidian Wealth Enterprises
Texas
$230K +$223K +5,203 New
KMWM
318
Keudell/Morrison Wealth Management
Oregon
$229K +$222K +5,174 New
MAI Capital Management
319
MAI Capital Management
Ohio
$228K -$61.8K -1,442 -22%
1832 Asset Management
320
1832 Asset Management
Ontario, Canada
$228K +$16.7K +389 +8%
JFA
321
JNBA Financial Advisors
Minnesota
$228K +$86.3K +2,015 +64%
BCM
322
Bayesian Capital Management
New York
$227K -$15.8K -368 -7%
MAA
323
Mraz Amerine & Associates
California
$226K -$17.1K -400 -7%
APA
324
American Portfolios Advisors
New York
$224K +$25.3K +590 +13%
JWA
325
JFS Wealth Advisors
Pennsylvania
$222K -$985 -23 -0.5%