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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$45K -$409 -2 -1%
RPWA
477
Regent Peak Wealth Advisors
Georgia
$44K +$41.7K +204 New
SIAG
478
Signet Investment Advisory Group
Rhode Island
$43K +$40.9K +200 New
CFB
479
Cullen/Frost Bankers
Texas
$42K -$614 -3 -2%
IA
480
IFP Advisors
Florida
$40K -$1.84K -9 -5%
TWA
481
TCI Wealth Advisors
Arizona
$39K
EP
482
Eudaimonia Partners
Tennessee
$33K -$2.25K -11 -7%
NICM
483
Neo Ivy Capital Management
New York
$33K +$31.1K +152 New
ZB
484
Zions Bancorporation
Utah
$32K -$409 -2 -1%
CA
485
Clearstead Advisors
Ohio
$32K
VFA
486
Valeo Financial Advisors
Indiana
$32K
AL
487
ADE LLC
Maryland
$31K +$28.9K +141 New
CIA
488
CSat Investment Advisory
Michigan
$29K -$107K -521 -80%
CDIA
489
Capital Directions Investment Advisors
Georgia
$29K
WPA
490
West Paces Advisors
Georgia
$29K
ASN
491
Advisory Services Network
Georgia
$28K -$90.2K -441 -78%
PFBT
492
Parkside Financial Bank & Trust
Missouri
$28K -$1.84K -9 -7%
CI
493
CX Institutional
Indiana
$28K +$7.78K +38 +41%
CFA
494
Carroll Financial Associates
North Carolina
$27K +$614 +3 +2%
HPC
495
HM Payson & Co
Maine
$26K
WAM
496
Wolverine Asset Management
Illinois
$25K -$189K -922 -88%
HCP
497
Hexagon Capital Partners
Arkansas
$25K -$20.5K -100 -46%
TFO
498
Tarbox Family Office
California
$25K
SBL
499
Sargent Bickham Lagudis
Colorado
$24K -$9.62K -47 -29%
PMFA
500
Plante Moran Financial Advisors
Michigan
$22K