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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
151
HighPoint Advisor Group
Illinois
$352K +$109K +2,000 +46%
LMKC
152
L.M. Kohn & Company
Ohio
$351K -$5.45K -100 -2%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$346K +$333K +6,116 New
Sumitomo Mitsui Trust Group
154
Sumitomo Mitsui Trust Group
Japan
$339K -$600K -11,000 -65%
SWM
155
Sendero Wealth Management
Texas
$339K +$327K +5,994 New
AP
156
Americana Partners
Texas
$330K
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$330K -$5.34K -98 -2%
Truist Financial
158
Truist Financial
North Carolina
$330K -$86.2K -1,580 -21%
M
159
MOTCO
Texas
$326K +$314K +5,760 New
EWM
160
Empirical Wealth Management
Washington
$325K +$314K +5,756 New
MML Investors Services
161
MML Investors Services
Massachusetts
$314K -$337K -6,174 -53%
CIC
162
Carnegie Investment Counsel
Ohio
$303K +$38.4K +704 +15%
GC
163
Guggenheim Capital
Illinois
$298K +$287K +5,272 New
CAI
164
Capital Advisors Inc
Oklahoma
$292K +$281K +5,159 New
KTA
165
Keeley-Teton Advisors
Illinois
$283K
AIA
166
Arrow Investment Advisors
Maryland
$283K +$273K +4,998 New
CA
167
Crumly & Associates
Illinois
$280K +$270K +4,953 New
BIM
168
Bridges Investment Management
Nebraska
$279K +$269K +4,927 New
WIC
169
Willis Investment Counsel
Georgia
$276K
BCM
170
Basso Capital Management
Connecticut
$276K +$266K +4,880 New
WCM
171
Whitener Capital Management
North Carolina
$269K +$260K +4,760 New
RJT
172
Raymond James Trust
Florida
$267K +$50.8K +932 +25%
MCM
173
MAI Capital Management
Ohio
$261K -$8.67K -159 -3%
OAM
174
Oppenheimer Asset Management
New York
$261K +$64.1K +1,176 +34%
MA
175
Mutual Advisors
Nebraska
$252K +$13.6K +249 +6%