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Name Holding Trade Value Shares
Change
Change in
Stake
AOI
751
Auto-Owners Insurance
Michigan
$610K
SI
752
Stephens Inc
Arkansas
$608K -$61.1K -336 -9%
JFGLC
753
Johnson Financial Group LLC (Colorado)
Colorado
$602K +$1.82K +10 +0.3%
GWAM
754
Guardian Wealth Advisors (Minnesota)
Minnesota
$601K -$29.6K -163 -4%
AssetMark Inc
755
AssetMark Inc
California
$598K +$96.6K +531 +18%
SCA
756
Stonebridge Capital Advisors
Minnesota
$598K -$6.18K -34 -1%
FTDI
757
First Trust Direct Indexing
Massachusetts
$597K +$19.6K +108 +3%
GIM
758
Goelzer Investment Management
Indiana
$593K +$65.7K +361 +12%
WIC
759
Woodmont Investment Counsel
Tennessee
$592K -$44K -242 -6%
BJL
760
Brighton Jones LLC
Washington
$591K -$32.2K -177 -5%
CFA
761
Cahill Financial Advisors
Minnesota
$588K -$1.46K -8 -0.2%
CA
762
Claro Advisors
Massachusetts
$586K +$39.1K +215 +7%
JFG
763
Jefferies Financial Group
New York
$586K -$407K -2,240 -39%
AWM
764
Apollon Wealth Management
South Carolina
$585K +$48.6K +267 +8%
PCP
765
Pacific Capital Partners
$585K +$628K +3,452 New
PI
766
PFG Investments
New York
$584K -$727 -4 -0.1%
HIS
767
Harvest Investment Services
Illinois
$582K -$31.5K -173 -5%
CC
768
Centiva Capital
New York
$580K +$357K +1,965 +135%
CSPAM
769
Cary Street Partners Asset Management
Virginia
$577K
EWA
770
EP Wealth Advisors
California
$576K -$1.14M -6,290 -65%
BFG
771
Bleakley Financial Group
New Jersey
$576K -$400K -2,202 -39%
SS
772
Simplicity Solutions
Minnesota
$576K -$376K -2,067 -38%
HWAM
773
Hennion & Walsh Asset Management
New Jersey
$574K +$115K +630 +23%
SG
774
Somerset Group
Minnesota
$565K +$364 +2 +0.1%
SW
775
SlateStone Wealth
Florida
$561K +$114K +625 +23%