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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
576
S&CO Inc
Massachusetts
$828K – – –
LFAS
577
Level Four Advisory Services
Texas
$808K +$829K +8,737 New
QIM
578
Quantitative Investment Management
Virginia
$803K +$824K +8,691 New
ECM
579
Everence Capital Management
Indiana
$801K – – –
BCM
580
Brookstone Capital Management
Illinois
$795K -$142K -1,501 -15%
AWM
581
Arista Wealth Management
Nevada
$793K – – –
LA
582
LVW Advisors
New York
$793K -$101K -1,062 -11%
BMSSC
583
B. Metzler seel. Sohn & Co
Germany
$792K – – –
BHC
584
Bowen Hanes & Co
Florida
$784K +$804K +8,480 New
FB
585
Finward Bancorp
Indiana
$782K – – –
S
586
SignatureFD
Georgia
$778K +$107K +1,128 +15%
SC
587
Savant Capital
Illinois
$777K -$2.18K -23 -0.3%
SWP
588
Strategic Wealth Partners
Ohio
$772K +$72.1K +760 +10%
Envestnet Portfolio Solutions
589
Envestnet Portfolio Solutions
Illinois
$769K +$124K +1,311 +19%
BLFG
590
Brian Low Financial Group
Louisiana
$768K – – –
PPW
591
Parcion Private Wealth
Washington
$762K -$3.42K -36 -0.4%
AWM
592
Apollon Wealth Management
South Carolina
$754K +$89.9K +948 +13%
CIA
593
Capital Investment Advisors
Georgia
$752K -$664 -7 -0.1%
KP
594
Keel Point
Alabama
$751K -$37.8K -398 -5%
CL
595
Choreo LLC
Illinois
$746K -$8.44K -89 -1%
I
596
InceptionR
California
$741K +$761K +8,020 New
FHA
597
Flagship Harbor Advisors
Massachusetts
$740K -$32.5K -343 -4%
SAM
598
Strategy Asset Managers
California
$736K -$7.49K -79 -1%
SWM
599
Segment Wealth Management
Texas
$735K +$9.77K +103 +1%
TT
600
TI-Trust
Illinois
$721K -$4.17K -44 -0.6%