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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
726
Security Asset Management
New York
$247K +$281K +939 New
OIA
727
OneDigital Investment Advisors
Kansas
$242K +$15.9K +53 +6%
SP
728
Successful Portfolios
Florida
$236K +$11.7K +39 +5%
PFS
729
Prospera Financial Services
Texas
$235K -$78.1K -261 -23%
WAM
730
Weatherly Asset Management
California
$235K +$267K +893 New
QCG
731
Quadrant Capital Group
Ohio
$230K +$12K +40 +5%
TF
732
Trek Financial
Arizona
$230K +$261K +873 New
CCIA
733
Campbell & Co Investment Adviser
Maryland
$224K +$254K +850 New
CIA
734
Cladis Investment Advisory
Montana
$224K +$254K +850 New
PPP
735
Private Portfolio Partners
New Jersey
$223K
DT
736
Diversified Trust
Tennessee
$223K -$598 -2 -0.2%
DWT
737
Dorsey & Whitney Trust
South Dakota
$222K +$57.7K +193 +30%
Acadian Asset Management
738
Acadian Asset Management
Massachusetts
$221K -$376K -1,258 -60%
GA
739
GraniteShares Advisors
New York
$221K +$251K +840 New
HPWM
740
Highland Private Wealth Management
Washington
$218K +$27.5K +92 +13%
MIG
741
McGuire Investment Group
Rhode Island
$217K +$17.9K +60 +8%
CHP
742
Cable Hill Partners
Oregon
$217K +$29.9K +100 +14%
PTC
743
Petrus Trust Company
Texas
$215K +$244K +815 New
MCC
744
Malaga Cove Capital
California
$213K +$242K +809 New
FHA
745
First Horizon Advisors
Tennessee
$211K +$90.9K +304 +60%
PAM
746
Paradigm Asset Management
New York
$211K -$59.8K -200 -20%
MWM
747
Modera Wealth Management
New Jersey
$210K +$238K +797 New
PIM
748
Parker Investment Management
California
$208K
SFA
749
Sequoia Financial Advisors
Ohio
$208K +$236K +789 New
YMRC
750
Yorktown Management & Research Company
Virginia
$205K