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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
601
Csenge Advisory Group
Florida
$897K -$104K -1,524 -10%
LPT
602
Legacy Private Trust
Wisconsin
$891K -$65K -950 -6%
DAC
603
Dividend Assets Capital
South Carolina
$891K
SP
604
Symmetry Partners
Connecticut
$890K +$245K +3,575 +35%
V
605
VeraBank
Texas
$885K -$140K -2,050 -13%
DSC
606
Duncker Streett & Co
Missouri
$884K -$2.74K -40 -0.3%
RWM
607
Ritholtz Wealth Management
New York
$883K -$407K -5,940 -30%
MFAM
608
Motley Fool Asset Management
Virginia
$883K -$17.9K -261 -2%
LP
609
LMR Partners
United Kingdom
$882K -$101K -1,482 -10%
GI
610
Gradient Investments
Minnesota
$882K
MA
611
Montag & Associates
Georgia
$874K
FFM
612
Forum Financial Management
Illinois
$872K +$274 +4 +0%
Verition Fund Management
613
Verition Fund Management
Connecticut
$865K +$259K +3,789 +39%
USAA
614
United Services Automobile Association
Texas
$865K -$586K -8,557 -39%
KIC
615
Keating Investment Counselors
Florida
$861K -$209K -3,058 -19%
Bessemer Group
616
Bessemer Group
New Jersey
$861K +$223K +3,263 +32%
OIA
617
OneDigital Investment Advisors
Kansas
$859K +$312K +4,560 +52%
EWA
618
Exencial Wealth Advisors
Oklahoma
$859K -$27.2K -398 -3%
MWM
619
MorganRosel Wealth Management
Colorado
$856K +$908K +13,267 New
VI
620
Versor Investments
New York
$854K +$906K +13,230 New
AUB
621
Atlantic Union Bankshares
Virginia
$850K +$171K +2,496 +23%
Citadel Advisors
622
Citadel Advisors
Florida
$848K -$113M -1,655,169 -99%
WT
623
Whittier Trust
California
$844K -$172K -2,508 -16%
MCM
624
MAI Capital Management
Ohio
$843K -$39.9K -583 -4%
CG
625
Colony Group
Massachusetts
$839K +$3.77K +55 +0.4%