Name Holding Trade Value Shares
Change
Change in
Stake
SRC
776
Shufro Rose & Co
New York
$439K +$125K +2,000 +42%
JF
777
Jump Financial
Illinois
$439K +$427K +6,823 New
IP
778
Investment Partners
Ohio
$436K +$2.25K +36 +0.5%
HCA
779
Horan Capital Advisors
Ohio
$435K – – –
SMC
780
Smith, Moore & Co
Missouri
$433K +$125 +2 +0%
AWA
781
Acorn Wealth Advisors
Michigan
$431K – – –
RP
782
Riverwater Partners
Wisconsin
$431K +$10.7K +171 +3%
EARNEST Partners
783
EARNEST Partners
Georgia
$429K – – –
EIP
784
Epoch Investment Partners
New York
$428K +$416K +6,640 New
DWM
785
Dakota Wealth Management
Florida
$428K +$417K +6,660 New
KM
786
Kalos Management
Georgia
$426K -$44.6K -712 -10%
CA
787
Clearstead Advisors
Ohio
$426K – – –
DMBA
788
Deseret Mutual Benefit Administrators
Utah
$425K -$73.1K -1,168 -15%
AT
789
American Trust
Kentucky
$423K -$13.4K -214 -3%
CAM
790
Carret Asset Management
New York
$423K – – –
BG
791
Benedetti & Gucer
Georgia
$422K +$160K +2,560 +64%
GIA
792
Gladstone Institutional Advisory
Florida
$422K +$411K +6,557 New
IAA
793
Ironsides Asset Advisors
North Carolina
$421K – – –
HWMG
794
Hurlow Wealth Management Group
Indiana
$420K – – –
WCWM
795
Willow Creek Wealth Management
California
$419K – – –
TAM
796
Trust Asset Management
Texas
$417K +$1.13K +18 +0.3%
FA
797
FDx Advisors
Illinois
$416K -$1.69K -27 -0.4%
OBGC
798
O'Brien Greene & Co
Pennsylvania
$414K – – –
GC
799
Grimes & Company
Massachusetts
$412K – – –
WWP
800
WR Wealth Planners
Missouri
$412K +$400K +6,395 New