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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
451
NorthCrest Asset Manangement
Minnesota
$336K +$315K +5,417 New
IB
452
Intrust Bank
Kansas
$335K +$7.33K +126 +2%
ACM
453
Aquatic Capital Management
Illinois
$335K -$931K -16,000 -75%
TAM
454
Tocqueville Asset Management
New York
$335K +$29.1K +500 +10%
AWM
455
AE Wealth Management
Kansas
$334K -$1.25M -21,445 -80%
VIP
456
Vista Investment Partners
Oklahoma
$332K
DBRC
457
D.B. Root & Company
Pennsylvania
$325K -$147K -2,527 -33%
MML Investors Services
458
MML Investors Services
Massachusetts
$320K +$54.4K +935 +22%
CA
459
CGN Advisors
Kansas
$319K
GPW
460
Gentry Private Wealth
Kansas
$316K
GA
461
GoalVest Advisory
New York
$316K
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$310K +$1.16K +20 +0.4%
SOAMC
463
Spirit of America Management Corp
New York
$307K +$119K +2,050 +71%
4WM
464
44 Wealth Management
Oregon
$304K +$285K +4,900 New
CTC
465
Central Trust Company
Missouri
$303K -$31.9K -549 -10%
JF
466
Jump Financial
Illinois
$300K -$575K -9,885 -67%
VSQM
467
V-Square Quantitative Management
Illinois
$296K +$9.48K +163 +4%
BAM
468
Blueshift Asset Management
New Jersey
$296K +$277K +4,769 New
RFM
469
Royal Fund Management
Florida
$295K +$277K +4,760 New
BDF
470
Black Diamond Financial
Maryland
$293K
STA
471
Summit Trail Advisors
New York
$293K +$275K +4,720 New
MWM
472
Modern Wealth Management
Kansas
$290K -$873 -15 -0.3%
MIA
473
MainStreet Investment Advisors
Illinois
$289K -$61.8K -1,062 -19%
LA
474
Lifeworks Advisors
Michigan
$287K +$269K +4,629 New
MFG
475
MidWestOne Financial Group
Iowa
$286K -$465 -8 -0.2%