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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
501
Legacy Financial Advisors
Kentucky
$395K +$20.4K +160 +5%
WEPOG
502
Wealth Enhancement & Preservation of GA
Georgia
$393K -$652K -5,106 -60%
JCIA
503
Jackson Creek Investment Advisors
Colorado
$392K +$2.3K +18 +0.5%
QT
504
Quantamental Technologies
New York
$389K -$68.8K -539 -14%
JWM
505
Jeppson Wealth Management
California
$382K +$185K +1,451 +80%
SIMG
506
Sonora Investment Management Group
Arizona
$381K – – –
MLL
507
Moody Lynn & Lieberson
Massachusetts
$380K – – –
GIA
508
Gateway Investment Advisers
Ohio
$377K -$120K -940 -23%
5L
509
55I LLC
Massachusetts
$374K +$182K +1,429 +80%
DY
510
Dowling & Yahnke
California
$372K +$1.15K +9 +0.3%
BFO
511
Boston Family Office
Massachusetts
$366K – – –
RIM
512
Redpoint Investment Management
Australia
$364K – – –
Luther King Capital Management (LKCM)
513
Luther King Capital Management (LKCM)
Texas
$362K -$8.04K -63 -2%
CCFCSB
514
Cape Cod Five Cents Savings Bank
Massachusetts
$361K – – –
FCFC
515
First Commonwealth Financial Corp
Pennsylvania
$361K +$9.96K +78 +3%
APA
516
American Portfolios Advisors
New York
$359K -$19.9K -156 -5%
CFFP
517
Center for Financial Planning
Michigan
$359K – – –
TI
518
Tidal Investments
Wisconsin
$358K +$18.4K +144 +5%
Aristotle Capital Management
519
Aristotle Capital Management
California
$352K – – –
FCI
520
Financial Counselors Inc
Kansas
$349K -$47.7K -374 -11%
PP
521
Prudential plc
United Kingdom
$349K +$24.5K +192 +7%
HBT
522
Heartland Bank & Trust
Illinois
$348K -$16K -125 -4%
MJP
523
Michael J. Puzo
$347K – – –
SSW
524
Smith Shellnut Wilson
Mississippi
$345K +$18.4K +144 +5%
PP
525
Patten & Patten
Tennessee
$344K – – –