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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
626
Peterson Wealth Services
Utah
$2.89M +$2.65M +11,997 New
ISWM
627
Independent Solutions Wealth Management
New York
$2.87M -$90.7K -411 -3%
USAA
628
United Services Automobile Association
Texas
$2.87M +$266K +1,203 +11%
WB
629
Webster Bank
Connecticut
$2.86M +$90.3K +409 +4%
BCPE
630
Bain Capital Public Equity
Massachusetts
$2.85M -$4.93M -22,331 -65%
MCM
631
Mill Capital Management
North Carolina
$2.84M
PP
632
PDT Partners
New York
$2.84M +$530K +2,400 +26%
BB
633
Busey Bank
Illinois
$2.84M -$2.43K -11 -0.1%
MOS
634
MGO One Seven
Ohio
$2.82M +$132K +598 +5%
BIM
635
Bridges Investment Management
Nebraska
$2.82M -$71.7K -325 -3%
CB
636
Cadence Bank
Mississippi
$2.8M -$53.4K -242 -2%
LFAS
637
Level Four Advisory Services
Texas
$2.8M -$14.1K -64 -0.5%
KM
638
KP Management
Minnesota
$2.77M +$2.54M +11,500 New
DAS
639
Dynamic Advisor Solutions
Arizona
$2.76M +$418K +1,893 +19%
AAM
640
Azzad Asset Management
Virginia
$2.75M +$50.8K +230 +2%
HI
641
Harbour Investments
Wisconsin
$2.74M -$67.8K -307 -3%
NB
642
NBT Bank
New York
$2.73M -$174K -789 -7%
S
643
SignatureFD
Georgia
$2.73M +$81.5K +369 +3%
HAG
644
HighPoint Advisor Group
Illinois
$2.73M +$1.93M +8,739 New
TRIA
645
Trail Ridge Investment Advisors
Colorado
$2.72M
1WA
646
180 Wealth Advisors
Washington
$2.72M +$1.56M +7,061 +164%
VIM
647
Vinva Investment Management
Australia
$2.7M +$1.12M +5,062 +82%
NMM
648
Naples Money Management
Florida
$2.7M +$2.47M +11,198 New
FTDI
649
First Trust Direct Indexing
Massachusetts
$2.68M +$402K +1,819 +20%
GF
650
Gries Financial
Ohio
$2.68M -$24.1K -109 -1%