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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
426
Aberdeen Wealth Management
Illinois
$310K – – –
NERM
427
New England Research & Management
Illinois
$310K -$286K -5,125 -51%
RJT
428
Raymond James Trust
Florida
$310K +$38.5K +690 +16%
NA
429
NewEdge Advisors
Louisiana
$307K +$202K +3,615 +271%
BMCM
430
Bryn Mawr Capital Management
Pennsylvania
$304K – – –
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$300K -$75.5K -1,352 -22%
LOPW
432
Live Oak Private Wealth
North Carolina
$284K – – –
PTC
433
Petrus Trust Company
Texas
$282K -$610K -10,926 -71%
CIC
434
Chilton Investment Company
Connecticut
$281K – – –
KC
435
Kepos Capital
New York
$275K -$19.9K -357 -7%
PGFC
436
Peapack-Gladstone Financial Corp
New Jersey
$265K +$15.1K +270 +7%
SWA
437
Sax Wealth Advisors
New Jersey
$265K +$33.3K +597 +16%
PRS
438
Pinkerton Retirement Specialists
Idaho
$260K – – –
HBT
439
Hills Bank & Trust
Iowa
$255K – – –
BFO
440
Boston Family Office
Massachusetts
$253K – – –
FWA
441
FSM Wealth Advisors
Ohio
$252K +$391 +7 +0.2%
SVCP
442
Silicon Valley Capital Partners
California
$251K – – –
BCM
443
Brookstone Capital Management
Illinois
$250K -$6.31K -113 -3%
AA
444
Auxano Advisors
Washington
$249K +$224K +4,011 New
BRWA
445
B. Riley Wealth Advisors
Florida
$249K +$6.87K +123 +3%
PCH
446
Polar Capital Holdings
United Kingdom
$248K -$55.9K -1,000 -20%
CIA
447
Cladis Investment Advisory
Montana
$248K – – –
MYIA
448
Mount Yale Investment Advisors
Colorado
$248K +$223K +3,998 New
SFA
449
Sequoia Financial Advisors
Ohio
$247K +$12.2K +219 +6%
SI
450
Seeds Investor
New York
$247K -$85K -1,522 -28%
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