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Name Holding Trade Value Shares
Change
Change in
Stake
KP
701
Keel Point
Alabama
$233K +$214K +2,236 New
VWA
702
V Wealth Advisors
Kansas
$232K +$214K +2,229 New
EI
703
Ethic Inc
New York
$231K +$213K +2,218 New
CT
704
Coastline Trust
Rhode Island
$229K +$211K +2,200 New
VFA
705
Voya Financial Advisors
Connecticut
$227K -$49.3K -514 -19%
OPS
706
Orion Portfolio Solutions
Nebraska
$226K +$45.1K +471 +28%
Brown Advisory
707
Brown Advisory
Maryland
$226K +$208K +2,167 New
PFA
708
Pinnacle Family Advisors
Missouri
$224K +$206K +2,150 New
CAG
709
Csenge Advisory Group
Florida
$223K +$206K +2,144 New
FTI
710
Fiduciary Trust International
Massachusetts
$221K +$203K +2,121 New
LS
711
Leelyn Smith
Illinois
$219K
SC
712
Scotia Capital
Ontario, Canada
$215K +$197K +2,060 New
Twin Tree Management
713
Twin Tree Management
Texas
$214K -$8.56M -89,282 -98%
WCM
714
Windward Capital Management
California
$214K +$197K +2,053 New
RWM
715
Ritholtz Wealth Management
New York
$211K +$194K +2,023 New
Luther King Capital Management (LKCM)
716
Luther King Capital Management (LKCM)
Texas
$210K +$193K +2,017 New
BCM
717
Beck Capital Management
Texas
$209K +$192K +2,003 New
IWM
718
IHT Wealth Management
Illinois
$209K +$192K +2,006 New
CCM
719
Coldstream Capital Management
Washington
$209K +$193K +2,011 New
HM
720
Harvest Management
New York
$208K +$192K +2,000 New
IFO
721
Independent Family Office
New York
$208K +$192K +2,000 New
Cerity Partners
722
Cerity Partners
New York
$201K +$185K +1,928 New
CFB
723
Cullen/Frost Bankers
Texas
$198K +$175K +1,830 +2,691%
QCG
724
Quadrant Capital Group
Ohio
$197K -$108K -1,131 -37%
HB
725
Horizon Bancorp
Indiana
$192K -$24.6K -257 -12%