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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
501
Carmel Capital Partners
California
$385K -$261K -1,796 -41%
WA
502
Waddell & Associates
Tennessee
$383K +$378K +2,597 New
SCP
503
Sandhill Capital Partners
New York
$382K
William Blair & Company
504
William Blair & Company
Illinois
$379K -$18.2K -125 -5%
IF
505
Intrua Financial
Texas
$373K -$97.3K -669 -21%
VSQM
506
V-Square Quantitative Management
Illinois
$372K +$3.93K +27 +1%
FRM
507
Fox Run Management
Connecticut
$372K +$367K +2,524 New
SWM
508
Segment Wealth Management
Texas
$368K +$104K +715 +40%
LFAS
509
Level Four Advisory Services
Texas
$368K +$5.97K +41 +2%
SAM
510
Shell Asset Management
Netherlands
$364K +$156K +1,069 +77%
MAS
511
Meeder Advisory Services
Ohio
$363K -$1.46K -10 -0.4%
EW
512
Evoke Wealth
California
$360K +$355K +2,443 New
ACA
513
Aptus Capital Advisors
Alabama
$359K +$114K +781 +47%
WWC
514
Waypoint Wealth Counsel
Georgia
$359K +$354K +2,435 New
DCM
515
Delta Capital Management
New Jersey
$359K
EWM
516
Empirical Wealth Management
Washington
$352K +$38.6K +265 +13%
ECM
517
Everence Capital Management
Indiana
$351K -$62.6K -430 -15%
PL
518
Perpetual Ltd
Australia
$350K -$5.82K -40 -2%
RMCM
519
Reynders McVeigh Capital Management
Massachusetts
$346K
GT
520
Glenview Trust
Kentucky
$346K -$4.66K -32 -1%
WA
521
Waverly Advisors
Alabama
$340K +$131K +899 +64%
LIM
522
Leavell Investment Management
Alabama
$339K
TCA
523
Transcend Capital Advisors
New Jersey
$337K +$332K +2,285 New
TC
524
TownSquare Capital
Utah
$332K -$1.16M -7,968 -78%
AIS
525
American Investment Services
Massachusetts
$332K +$5.38K +37 +2%