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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
601
Sequoia Financial Advisors
Ohio
$246K +$233K +2,227 New
RP
602
Riverwater Partners
Wisconsin
$244K -$24.5K -234 -10%
AC
603
ASB Consultores
Florida
$244K +$231K +2,207 New
UBV
604
United Bank (Virginia)
Virginia
$243K +$231K +2,200 New
ICG
605
InterOcean Capital Group
Tennessee
$242K +$230K +2,190 New
CI
606
Cigna Investments
Connecticut
$242K +$230K +2,191 New
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$241K -$36.1K -344 -14%
OSAM
608
O'Shaughnessy Asset Management
Connecticut
$238K +$226K +2,156 New
EWA
609
Exencial Wealth Advisors
Oklahoma
$236K -$25.1K -239 -10%
AIP
610
Ameritas Investment Partners
Nebraska
$233K – – –
KPWS
611
Kestra Private Wealth Services
Texas
$232K -$26K -248 -11%
LAM
612
Lakewood Asset Management
Illinois
$232K +$220K +2,095 New
BWM
613
BlackDiamond Wealth Management
New York
$231K -$5.24K -50 -2%
TPWA
614
TRUE Private Wealth Advisors
Oregon
$230K +$218K +2,084 New
MA
615
MONECO Advisors
Connecticut
$230K +$218K +2,082 New
DCM
616
Donaldson Capital Management
Indiana
$228K +$217K +2,067 New
EH
617
Equitable Holdings
New York
$228K +$217K +2,066 New
SC
618
Searle & Co
Connecticut
$228K +$216K +2,058 New
RMDI
619
R.M. Davis Inc
Maine
$227K +$215K +2,050 New
AOWM
620
Alpha Omega Wealth Management
Virginia
$225K +$213K +2,031 New
ESCM
621
Echo Street Capital Management
New York
$223K +$212K +2,018 New
PA
622
Profund Advisors
Maryland
$222K +$210K +2,007 New
DILIC
623
Dai-ichi Life Insurance Company
Japan
$222K -$1.36M -13,000 -87%
PSC
624
Prentiss Smith & Co
Vermont
$221K +$210K +2,001 New
PAIM
625
Punch & Associates Investment Management
Minnesota
$221K +$210K +2,000 New