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Name Holding Trade Value Shares
Change
Change in
Stake
3F
476
360 Financial
Minnesota
$963K – – –
CIBC World Market
477
CIBC World Market
Ontario, Canada
$961K -$28.2K -1,152 -3%
BSW
478
Buckingham Strategic Wealth
Missouri
$960K -$68.5K -2,802 -6%
KAS
479
Kestra Advisory Services
Texas
$955K -$164K -6,722 -14%
AAS
480
Avantax Advisory Services
Texas
$953K +$25.3K +1,036 +3%
WA
481
Watchtower Advisors
Connecticut
$951K +$983K +40,200 New
GLA
482
Great Lakes Advisors
Illinois
$944K -$34.2K -1,398 -3%
CCA
483
Conestoga Capital Advisors
Pennsylvania
$940K -$19.6K -800 -2%
AI
484
Accredited Investors
Minnesota
$938K -$440 -18 -0%
CA
485
CoreCap Advisors
Michigan
$937K +$38K +1,554 +4%
BF
486
BOK Financial
Oklahoma
$922K -$7.97K -326 -0.8%
CG
487
Colony Group
Massachusetts
$913K +$944K +38,602 New
AG
488
AIA Group
Hong Kong
$913K -$579K -23,670 -38%
VWM
489
Venturi Wealth Management
Texas
$905K +$70.2K +2,872 +8%
Jacobs Levy Equity Management
490
Jacobs Levy Equity Management
New Jersey
$902K +$932K +38,126 New
AWM
491
Apollon Wealth Management
South Carolina
$901K +$35.4K +1,446 +4%
CPA
492
Court Place Advisors
Maryland
$897K – – –
AC
493
Allstate Corporation
Illinois
$896K +$20K +816 +2%
AIM
494
Allstate Investment Management
Illinois
$896K +$926K +37,890 New
TI
495
Tidal Investments
Wisconsin
$894K +$36.1K +1,478 +4%
Group One Trading
496
Group One Trading
Illinois
$882K +$911K +37,260 New
ACS
497
Archford Capital Strategies
Illinois
$880K +$234K +9,556 +35%
DSC
498
Duncker Streett & Co
Missouri
$879K – – –
RC
499
Reik & Co
New York
$872K – – –
WF
500
Welch & Forbes
Massachusetts
$869K – – –