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Name Holding Trade Value Shares
Change
Change in
Stake
AO
476
Advisor OS
Illinois
$887K +$80.6K +2,172 +10%
RFC
477
Regions Financial Corp
Alabama
$876K +$13.7K +368 +2%
KRSITF
478
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$875K +$81.4K +2,192 +10%
PAS
479
Park Avenue Securities
New York
$874K +$97.5K +2,628 +13%
N
480
Natixis
France
$864K +$540K +14,544 +176%
CT
481
Chicago Trust
Illinois
$861K +$14.8K +400 +2%
CI
482
CX Institutional
Indiana
$856K -$97.4K -2,624 -10%
CCG
483
Chatham Capital Group
Georgia
$846K – – –
RB
484
Rodgers Brothers
Pennsylvania
$845K – – –
RCA
485
Resonant Capital Advisors
Wisconsin
$818K +$21.7K +584 +3%
IC
486
IEQ Capital
California
$814K +$79.4K +2,140 +11%
JWM
487
JGP Wealth Management
Oregon
$814K +$153K +4,124 +22%
GWANC
488
Guardian Wealth Advisors (North Carolina)
North Carolina
$813K +$796K +21,448 New
GCC
489
Guardian Capital (Canada)
Ontario, Canada
$811K +$49K +1,320 +7%
DA
490
DCM Advisors
New York
$804K +$6.24K +168 +0.8%
CIM
491
Contravisory Investment Management
Massachusetts
$793K +$61.9K +1,668 +9%
CG
492
Caprock Group
Idaho
$787K +$771K +20,772 New
FC
493
FORA Capital
Florida
$784K +$768K +20,692 New
EGM
494
Engineers Gate Manager
New York
$778K +$148K +3,976 +24%
MWM
495
Meridian Wealth Management
Kentucky
$775K -$37.1K -1,000 -5%
ECM
496
Everence Capital Management
Indiana
$774K – – –
PCA
497
Pallas Capital Advisors
Massachusetts
$757K +$12.6K +340 +1%
WI
498
Wintrust Investments
Illinois
$756K +$741K +19,956 New
AP
499
Advisor Partners
California
$749K +$145K +3,908 +25%
NA
500
Navellier & Associates
Nevada
$739K -$4.16K -112 -0.6%