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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
426
V-Square Quantitative Management
Illinois
$237K +$205K +1,670 +759%
DBIA
427
Dumont & Blake Investment Advisors
New Jersey
$235K +$13.6K +111 +6%
CL
428
Choreo LLC
Illinois
$235K +$1.97K +16 +0.9%
BCI
429
Brinker Capital Investments
Pennsylvania
$235K +$230K +1,869 New
OPS
430
Orion Portfolio Solutions
Nebraska
$235K +$230K +1,869 New
HNB
431
Huntington National Bank
Ohio
$234K +$47.8K +389 +26%
FFM
432
Forum Financial Management
Illinois
$232K
AAS
433
Avantax Advisory Services
Texas
$232K -$11.4K -93 -5%
Credit Agricole
434
Credit Agricole
France
$231K +$23.6K +192 +12%
BFM
435
Boston Financial Management
Massachusetts
$225K
GSB
436
Greenfield Savings Bank
Massachusetts
$219K +$214K +1,742 New
LB
437
Legacy Bridge
Iowa
$218K
NP
438
NorthRock Partners
Minnesota
$215K -$11.6K -94 -5%
SWP
439
Stratos Wealth Partners
Ohio
$215K +$210K +1,709 New
CCA
440
Checchi Capital Advisers
California
$214K +$210K +1,705 New
BC
441
Burney Company
Virginia
$212K -$144K -1,175 -41%
MAS
442
Meeder Advisory Services
Ohio
$211K +$207K +1,680 New
BCM
443
Becker Capital Management
Oregon
$209K +$205K +1,666 New
CAM
444
Campion Asset Management
Virginia
$208K +$203K +1,655 New
FG
445
Fiduciary Group
Georgia
$207K +$202K +1,647 New
DMBA
446
Deseret Mutual Benefit Administrators
Utah
$205K -$19.7K -160 -9%
BBI
447
Baxter Bros Inc
Connecticut
$201K +$197K +1,600 New
HI
448
Horizon Investments
North Carolina
$190K +$2.21K +18 +1%
PTC
449
Private Trust Company
Ohio
$183K +$52.9K +430 +42%
TH
450
TCTC Holdings
Texas
$182K -$166K -1,350 -48%