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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
576
Everence Capital Management
Indiana
$600K – – –
V
577
Veritable
Delaware
$600K +$12.5K +482 +2%
DCM
578
Dupont Capital Management
Delaware
$594K +$15.2K +586 +3%
SFO
579
Standard Family Office
South Dakota
$567K +$83.3K +3,200 +17%
HR
580
Hardy Reed
Mississippi
$564K -$2.08K -80 -0.4%
HIA
581
Harbor Investment Advisory
Maryland
$563K – – –
SWM
582
SeaCrest Wealth Management
New York
$562K -$19.6K -752 -3%
Luther King Capital Management (LKCM)
583
Luther King Capital Management (LKCM)
Texas
$555K +$4.58K +176 +0.8%
EAM
584
Eukles Asset Management
Ohio
$554K +$31.4K +1,208 +6%
AR
585
Advisory Research
Illinois
$552K -$572 -22 -0.1%
PWA
586
Providence Wealth Advisors
Illinois
$550K – – –
FFN
587
Focus Financial Network
Minnesota
$536K -$77.2K -2,968 -13%
CCM
588
Carlson Capital Management
Minnesota
$536K +$66.1K +2,540 +14%
HFG
589
Heron Financial Group
New York
$535K – – –
PHK
590
Point72 Hong Kong
Hong Kong
$535K +$535K +20,578 New
Vontobel Holding
591
Vontobel Holding
Switzerland
$527K -$58.7K -2,256 -10%
HW
592
Hancock Whitney
Mississippi
$522K +$522K +20,078 New
OIA
593
OneDigital Investment Advisors
Kansas
$521K -$44.3K -1,704 -8%
BAMF
594
BI Asset Management Fondsmaeglerselskab
Denmark
$518K – – –
PCM
595
Poehling Capital Management
Wisconsin
$516K – – –
TCM
596
Teza Capital Management
Illinois
$516K +$517K +19,858 New
FTDI
597
First Trust Direct Indexing
Massachusetts
$515K +$187K +7,200 +57%
PCAP
598
Pratt Collard Advisory Partners
New York
$510K – – –
TW
599
TrinityPoint Wealth
Connecticut
$510K +$9.83K +378 +2%
RT
600
Rockland Trust
Massachusetts
$510K +$49.4K +1,900 +11%