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Name Holding Trade Value Shares
Change
Change in
Stake
HA
401
Heartland Advisors
Wisconsin
$1M -$840 -19 -0.1%
KWM
402
Kingsview Wealth Management
Oregon
$997K -$486 -11 -0%
VCM
403
Verger Capital Management
North Carolina
$962K
SFS
404
Sowell Financial Services
Arkansas
$939K -$10.7K -243 -1%
BL
405
Balentine LLC
Georgia
$938K -$779K -17,627 -41%
IAIM
406
International Assets Investment Management
Florida
$935K +$30.9K +699 +3%
CB
407
Community Bank
New York
$927K +$6.32K +143 +0.6%
SB
408
Strategic Blueprint
Georgia
$927K +$1.09M +24,743 New
UCI
409
Uncommon Cents Investing
Wisconsin
$922K +$5.08K +115 +0.5%
SB
410
Simmons Bank
Arkansas
$915K -$14.5K -328 -1%
DTL
411
Dynamic Technology Lab
Singapore
$903K +$1.07M +24,100 New
WSCM
412
Wellington Shields Capital Management
New York
$899K
EF
413
Empirical Finance
Pennsylvania
$889K +$174K +3,926 +20%
V
414
Veritable
Delaware
$885K +$109K +2,472 +12%
PRS
415
Pinkerton Retirement Specialists
Idaho
$885K +$1.05M +23,635 New
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$878K +$246K +5,569 +31%
VIM
417
VELA Investment Management
Ohio
$873K +$149K +3,367 +17%
SCM
418
Stevens Capital Management
Pennsylvania
$870K +$1.03M +23,238 New
WFS
419
Widmann Financial Services
Maryland
$866K +$3.98K +90 +0.4%
OFA
420
Oak Family Advisors
Illinois
$866K +$68K +1,537 +7%
VI
421
Vestcor Inc
New Brunswick, Canada
$865K +$13.2K +298 +1%
CCP
422
Corient Capital Partners
California
$857K +$174K +3,928 +26%
Baillie Gifford & Co
423
Baillie Gifford & Co
United Kingdom
$856K -$247K -5,591 -20%
BF
424
BOK Financial
Oklahoma
$851K +$583K +13,179 +138%
TSS
425
Two Sigma Securities
New York
$850K +$590K +13,344 +143%