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Name Holding Trade Value Shares
Change
Change in
Stake
DP
901
Dearborn Partners
Illinois
$501K -$283K -1,393 -37%
VWM
902
Venturi Wealth Management
Texas
$495K +$470K +2,314 New
FMWA
903
Forvis Mazars Wealth Advisors
Missouri
$493K -$1.02K -5 -0.2%
HPC
904
HM Payson & Co
Maine
$492K -$8.74K -43 -2%
CCMD
905
Cypress Capital Management (Delaware)
Delaware
$492K – – –
JSL
906
JT Stratford LLC
Georgia
$492K +$81.1K +399 +21%
LCM
907
Laurion Capital Management
New York
$492K +$242K +1,192 +108%
SIG
908
Sky Investment Group
Connecticut
$489K -$2.03K -10 -0.4%
XSC
909
X-Square Capital
Puerto Rico
$489K +$33.7K +166 +8%
EARNEST Partners
910
EARNEST Partners
Georgia
$486K – – –
PCA
911
Peddock Capital Advisors
Massachusetts
$486K – – –
C
912
Certuity
Florida
$486K +$462K +2,273 New
WP
913
WealthSource Partners
California
$482K +$20.3K +100 +5%
SCA
914
Sandy Cove Advisors
Massachusetts
$481K -$447K -2,200 -49%
GAM
915
Griffin Asset Management
New York
$481K – – –
PCM
916
Pointe Capital Management
Michigan
$480K – – –
MA
917
Mutual Advisors
Nebraska
$479K +$7.93K +39 +2%
BAM
918
Blueshift Asset Management
New Jersey
$477K -$1.19M -5,840 -72%
UAS
919
United Asset Strategies
New York
$475K +$27.8K +137 +7%
SWM
920
SeaCrest Wealth Management
New York
$474K +$42.7K +210 +10%
BBA
921
BLB&B Advisors
Pennsylvania
$473K +$7.11K +35 +2%
WWM
922
Windsor Wealth Management
Indiana
$471K +$11.6K +57 +3%
IA
923
IFP Advisors
Florida
$469K +$419K +2,064 +142%
EBWM
924
Eagle Bluffs Wealth Management
Missouri
$468K +$27.6K +136 +7%
ER
925
Enlightenment Research
Florida
$467K +$444K +2,184 New