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Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
151
L.M. Kohn & Company
Ohio
$329K +$10.6K +200 +3%
Luther King Capital Management (LKCM)
152
Luther King Capital Management (LKCM)
Texas
$316K -$4.76K -90 -1%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$315K
HAG
154
HighPoint Advisor Group
Illinois
$311K -$2.64K -50 -0.9%
CMF
155
Counterpoint Mutual Funds
California
$306K +$75.3K +1,425 +32%
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$302K -$72.3K -1,369 -19%
BCM
157
Basso Capital Management
Connecticut
$292K
MCM
158
MAI Capital Management
Ohio
$279K +$2.75K +52 +1%
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$274K +$2.33K +44 +0.8%
CIC
160
Carnegie Investment Counsel
Ohio
$268K -$30.3K -574 -10%
Truist Financial
161
Truist Financial
North Carolina
$262K -$12.4K -235 -4%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$256K +$31.3K +592 +13%
AWS
163
Atria Wealth Solutions
New York
$256K +$263K +4,977 New
AAS
164
Ameritas Advisory Services
Nebraska
$254K +$14.9K +282 +6%
GWAG
165
Garrett Wealth Advisory Group
Texas
$254K
BIM
166
Bridges Investment Management
Nebraska
$253K
MA
167
Mutual Advisors
Nebraska
$253K
WIC
168
Willis Investment Counsel
Georgia
$251K
CA
169
Crumly & Associates
Illinois
$242K -$53 -1 -0%
VF
170
Virtu Financial
New York
$239K +$246K +4,648 New
CFG
171
Citizens Financial Group
Rhode Island
$239K +$3.96K +75 +2%
1WM
172
1900 Wealth Management
Texas
$238K -$48.3K -914 -16%
DADC
173
D.A. Davidson & Co
Montana
$233K -$31K -586 -11%
OAM
174
Oppenheimer Asset Management
New York
$233K -$2.69K -51 -1%
CWA
175
Centennial Wealth Advisory
Michigan
$233K +$3.91K +74 +2%