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Name Holding Trade Value Shares
Change
Change in
Stake
RB
801
Renasant Bank
Mississippi
$533K -$39.6K -694 -7%
CCP
802
Corient Capital Partners
California
$527K -$34.2K -600 -6%
FFM
803
Forum Financial Management
Illinois
$527K +$529K +9,285 New
RWA
804
Rainsberger Wealth Advisors
Colorado
$527K +$530K +9,298 New
ASA
805
Armstrong Shaw Associates
Connecticut
$526K
OPS
806
Orion Portfolio Solutions
Nebraska
$526K +$111K +1,940 +26%
SI
807
Saxon Interests
Texas
$525K +$505K +8,865 New
QCM
808
Quantinno Capital Management
New York
$525K +$528K +9,261 New
Lido Advisors
809
Lido Advisors
California
$523K -$14.5K -255 -3%
Cohen & Steers
810
Cohen & Steers
New York
$520K +$522K +9,163 New
ECM
811
Evergreen Capital Management
Washington
$518K -$1.84M -32,254 -78%
CCM
812
Canal Capital Management
Virginia
$517K +$23.1K +405 +5%
PSUF
813
People's United Financial
Connecticut
$510K -$236K -4,145 -32%
CCM
814
Chickasaw Capital Management
Tennessee
$508K -$21.8K -383 -4%
WI
815
Wahed Invest
New York
$508K +$511K +8,955 New
BAM
816
Blueshift Asset Management
New Jersey
$508K +$511K +8,961 New
BLC
817
Brown, Lisle/Cummings
Rhode Island
$507K +$510K +8,946 New
WIC
818
Wilkins Investment Counsel
Massachusetts
$507K
GT
819
Glenview Trust
Kentucky
$505K +$4.62K +81 +0.9%
FWM
820
Frontier Wealth Management
Missouri
$504K +$15.2K +266 +3%
CC
821
Courier Capital
New York
$503K -$2.34K -41 -0.5%
AAS
822
Ameritas Advisory Services
Nebraska
$501K +$503K +8,829 New
MIC
823
Meridian Investment Counsel
California
$500K -$7.47K -131 -1%
SIG
824
Sargent Investment Group
Maryland
$499K +$2.85K +50 +0.6%
ISWM
825
Independent Solutions Wealth Management
New York
$497K -$316K -5,542 -39%