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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
1076
V-Square Quantitative Management
Illinois
$510K +$318K +1,253 +164%
PL
1077
Perpetual Ltd
Australia
$508K +$307K +1,210 +151%
WH
1078
Willner & Heller
California
$508K +$510K +2,009 New
PWM
1079
Partnership Wealth Management
Maryland
$507K +$533K +2,100 New
LSA
1080
Lion Street Advisors
Texas
$506K -$63K -248 -11%
HFM
1081
Hartford Financial Management
Connecticut
$506K
CAG
1082
Csenge Advisory Group
Florida
$506K -$1.78K -7 -0.3%
JIC
1083
Joel Isaacson & Co
New York
$503K +$84.1K +331 +20%
CA
1084
Cambridge Advisors
Nebraska
$503K +$254 +1 +0.1%
PWP
1085
Phillips Wealth Planners
Mississippi
$503K +$70.6K +278 +16%
SC
1086
SouthState Corp
Florida
$502K -$16K -63 -3%
SB
1087
Simmons Bank
Arkansas
$502K -$8.13K -32 -2%
KFGK
1088
Keystone Financial Group (Kentucky)
Kentucky
$500K -$11.9K -47 -2%
MGIA
1089
Moneta Group Investment Advisors
Missouri
$496K +$84.9K +334 +21%
MFG
1090
Merit Financial Group
Georgia
$496K +$38.4K +151 +8%
HA
1091
Hamel Associates
New Jersey
$496K
PI
1092
Pettee Investors
Connecticut
$494K -$19.1K -75 -4%
PTC
1093
Petrus Trust Company
Texas
$484K +$118K +463 +32%
WC
1094
Westhampton Capital
North Carolina
$482K
WG
1095
Winton Group
United Kingdom
$481K -$4.3M -16,942 -90%
SIC
1096
Schwartz Investment Counsel
Michigan
$481K
HTC
1097
Haverford Trust Company
Pennsylvania
$478K +$13.7K +54 +3%
CA
1098
Commerzbank Aktiengesellschaft
Germany
$478K +$479K +1,886 New
SWM
1099
Shelton Wealth Management
Texas
$476K +$478K +1,881 New
WB
1100
Webster Bank
Connecticut
$475K