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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
951
Legacy Financial Advisors
Kentucky
$404K +$393K +5,430 New
GIA
952
GHP Investment Advisors
Colorado
$401K -$42K -580 -10%
CCM
953
Coldstream Capital Management
Washington
$400K +$388K +5,369 New
CFO
954
Callan Family Office
Pennsylvania
$399K +$388K +5,362 New
KCM
955
Kathmere Capital Management
Pennsylvania
$397K +$164K +2,264 +74%
AGC
956
Aspen Grove Capital
Colorado
$395K +$382K +5,279 New
Luther King Capital Management (LKCM)
957
Luther King Capital Management (LKCM)
Texas
$393K -$3.76K -52 -1%
CSIC
958
Clifford Swan Investment Counsel
California
$391K -$7.31K -101 -2%
WB
959
WesBanco Bank
West Virginia
$389K +$378K +5,221 New
MYIA
960
Mount Yale Investment Advisors
Colorado
$387K -$852K -11,773 -69%
OWA
961
Octavia Wealth Advisors
Ohio
$385K – – –
Diamond Hill Capital Management
962
Diamond Hill Capital Management
Ohio
$385K +$126K +1,745 +51%
GI
963
Gradient Investments
Minnesota
$385K -$11K -152 -3%
LIA
964
LS Investment Advisors
Michigan
$384K – – –
PSCM
965
Per Stirling Capital Management
Texas
$383K +$372K +5,147 New
ACA
966
Atlas Capital Advisors
Wyoming
$379K -$6.29K -87 -2%
HIA
967
Harbor Investment Advisory
Maryland
$378K -$19K -263 -5%
NFC
968
Northeast Financial Consultants
Connecticut
$374K – – –
ACI
969
Alpha Cubed Investments
California
$374K -$7.45K -103 -2%
BIAS
970
Beacon Investment Advisory Services
New Jersey
$374K -$36.7K -507 -9%
AAM
971
AR Asset Management
California
$373K – – –
HA
972
Harbor Advisors
Florida
$372K – – –
QFA
973
Quattro Financial Advisors
Texas
$372K – – –
AG
974
Ascent Group
Virginia
$371K +$76.5K +1,057 +27%
AWM
975
Avitas Wealth Management
California
$368K +$357K +4,934 New