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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
701
Cullen/Frost Bankers
Texas
$322K
FTIS
702
First Trust Investment Solutions
Florida
$319K +$319K +4,446 New
MF
703
Manchester Financial
California
$319K -$6.38K -89 -2%
DWP
704
Daymark Wealth Partners
Ohio
$315K +$1K +14 +0.3%
AFA
705
AA Financial Advisors
Ohio
$315K +$314K +4,379 New
PPWP
706
Premier Path Wealth Partners
New Jersey
$311K +$10.2K +142 +3%
JCM
707
Jacobi Capital Management
Pennsylvania
$309K +$81.8K +1,141 +36%
BMO
708
Beck Mack & Oliver
New York
$309K +$2.44K +34 +0.8%
KI
709
Kapitalo Investimentos
Brazil
$306K -$163K -2,270 -35%
Los Angeles Capital Management
710
Los Angeles Capital Management
California
$305K -$29.4K -410 -9%
LCM
711
Leisure Capital Management
California
$305K -$1.43K -20 -0.5%
SB
712
Simmons Bank
Arkansas
$304K +$9.32K +130 +3%
VC
713
Vicus Capital
Pennsylvania
$301K +$301K +4,195 New
RSWM
714
Robertson Stephens Wealth Management
California
$297K -$43.8K -611 -13%
WJWM
715
Williams Jones Wealth Management
New York
$296K +$48.7K +680 +20%
VBWMG
716
Von Berge Wealth Management Group
California
$296K
AWM
717
Aviso Wealth Management
Washington
$295K -$1.22K -17 -0.4%
OWA
718
Octavia Wealth Advisors
Ohio
$294K +$21K +293 +8%
CI
719
Conning Inc
Connecticut
$289K
SWMP
720
Signature Wealth Management Partners
New Jersey
$289K
AIM
721
Aigen Investment Management
New York
$288K +$288K +4,015 New
CPSAC
722
Chas P. Smith & Associates (CPS)
Florida
$288K +$7.81K +109 +3%
JCFM
723
JBR Co Financial Management
Oklahoma
$287K
PL
724
Plancorp LLC
Missouri
$286K +$3.44K +48 +1%
WLG
725
Williamson Legacy Group
Indiana
$285K -$14.8K -207 -5%