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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
476
Provident Investment Management
Michigan
$447K
LI
477
LMCG Investments
Massachusetts
$446K
SPWG
478
Sage Private Wealth Group
Illinois
$444K +$122K +288 +36%
AAS
479
Avantax Advisory Services
Texas
$443K +$182K +429 +65%
SYBT
480
Stock Yards Bank & Trust
Kentucky
$441K -$136K -321 -23%
SFA
481
Sequoia Financial Advisors
Ohio
$441K +$49.7K +117 +12%
QCM
482
QRG Capital Management
Illinois
$432K +$25.5K +60 +6%
VSQM
483
V-Square Quantitative Management
Illinois
$432K +$39.9K +94 +10%
CIBC World Market
484
CIBC World Market
Ontario, Canada
$422K -$59.1K -139 -12%
CM
485
Capula Management
Cayman Islands
$416K +$433K +1,020 New
HWMG
486
Hurlow Wealth Management Group
Indiana
$416K -$10.2K -24 -2%
BHIA
487
Birch Hill Investment Advisors
Massachusetts
$413K
KWM
488
KFG Wealth Management
Indiana
$412K +$26.3K +62 +7%
MMA
489
Miracle Mile Advisors
California
$408K
TMAM
490
Tokio Marine Asset Management
Japan
$408K
MAS
491
Meeder Advisory Services
Ohio
$408K +$64.6K +152 +18%
AWM
492
Apollon Wealth Management
South Carolina
$405K +$18.3K +43 +5%
NPT
493
National Philanthropic Trust
Pennsylvania
$404K -$59.5K -140 -12%
AIM
494
Alhambra Investment Management
Florida
$404K
BMSSC
495
B. Metzler seel. Sohn & Co
Germany
$402K -$209K -493 -33%
TPWA
496
TRUE Private Wealth Advisors
Oregon
$402K +$48.4K +114 +13%
SLA
497
Silver Lake Advisory
Utah
$401K
AAM
498
Aureus Asset Management
Massachusetts
$398K
RGC
499
Roberts, Glore & Co
Illinois
$398K
DWA
500
Douglass Winthrop Advisors
New York
$396K