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Name Holding Trade Value Shares
Change
Change in
Stake
CP
151
Covenant Partners
Tennessee
$332K +$336K +6,191 New
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$328K
MML Investors Services
153
MML Investors Services
Massachusetts
$327K +$29.3K +541 +10%
AI
154
Atria Investments
North Carolina
$325K -$11.7K -215 -3%
SWM
155
Sendero Wealth Management
Texas
$322K
AP
156
Americana Partners
Texas
$313K
CIC
157
Carnegie Investment Counsel
Ohio
$310K +$23.1K +425 +8%
M
158
MOTCO
Texas
$309K
BCM
159
Basso Capital Management
Connecticut
$305K +$43.4K +800 +16%
HAG
160
HighPoint Advisor Group
Illinois
$300K -$43.4K -800 -13%
1WM
161
1900 Wealth Management
Texas
$297K +$301K +5,540 New
JIP
162
Jaffetilchin Investment Partners
Florida
$290K -$57.7K -1,064 -16%
MCM
163
MAI Capital Management
Ohio
$289K +$40.9K +754 +16%
Truist Financial
164
Truist Financial
North Carolina
$286K -$27.4K -505 -9%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$284K -$29.6K -545 -9%
CAI
166
Capital Advisors Inc
Oklahoma
$277K
DADC
167
D.A. Davidson & Co
Montana
$275K -$139K -2,555 -33%
TFA
168
Teamwork Financial Advisors
Texas
$270K +$273K +5,027 New
Fisher Asset Management
169
Fisher Asset Management
Washington
$268K +$271K +4,987 New
GWAG
170
Garrett Wealth Advisory Group
Texas
$265K +$268K +4,933 New
BIM
171
Bridges Investment Management
Nebraska
$264K
WIC
172
Willis Investment Counsel
Georgia
$262K
WCM
173
Whitener Capital Management
North Carolina
$256K
RJT
174
Raymond James Trust
Florida
$253K
CA
175
Crumly & Associates
Illinois
$253K -$13.1K -241 -5%