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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
601
Paulson Wealth Management
Illinois
$630K +$610K +3,569 New
AI
602
Atria Investments
North Carolina
$618K +$77.3K +452 +15%
RC
603
RegentAtlantic Capital
New Jersey
$616K -$34.2K -200 -5%
AIP
604
Ameritas Investment Partners
Nebraska
$615K -$31.1K -182 -4%
IP
605
Intellectus Partners
California
$613K +$105K +612 +21%
Koshinski Asset Management
606
Koshinski Asset Management
Illinois
$611K +$342 +2 +0.1%
HSA
607
HBK Sorce Advisory
Pennsylvania
$611K +$195K +1,141 +49%
GC
608
Globeflex Capital
California
$607K -$50.6K -296 -8%
MWM
609
Marietta Wealth Management
Georgia
$605K -$60.7K -355 -9%
BRWA
610
B. Riley Wealth Advisors
Florida
$600K +$347K +2,028 +149%
PT
611
Plimoth Trust
Massachusetts
$599K +$580K +3,390 New
BHBT
612
Burke & Herbert Bank & Trust
Virginia
$596K -$17.1K -100 -3%
DG
613
Delek Group
Israel
$586K +$568K +3,323 New
QSS
614
Quantitative Systematic Strategies
Florida
$585K -$186K -1,087 -25%
DBT
615
Dubuque Bank & Trust
Iowa
$583K -$7.52K -44 -1%
HAG
616
HighPoint Advisor Group
Illinois
$579K +$296K +1,731 +98%
SI
617
SII Investments
Wisconsin
$577K -$25.1K -147 -4%
PFM
618
Parsec Financial Management
North Carolina
$576K -$30.8K -180 -5%
IUHSA
619
Itau Unibanco Holding S.A.
Brazil
$570K +$46.3K +271 +9%
MWM
620
Mission Wealth Management
California
$568K +$342 +2 +0.1%
ACM
621
Alethea Capital Management
Washington
$565K – – –
FP
622
FDO Partners
Massachusetts
$561K -$1.39M -8,100 -72%
NSIM
623
North Star Investment Management
Illinois
$558K – – –
UFF
624
USA Financial Formulas
Michigan
$554K +$536K +3,136 New
SI
625
Stephens Inc
Arkansas
$553K -$82.4K -482 -13%