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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
876
Sowell Financial Services
Arkansas
$535K +$50.5K +1,126 +13%
HR
877
Howe & Rusling
New York
$533K -$5.83K -130 -1%
PP
878
Paloma Partners
Connecticut
$531K -$268K -5,992 -38%
CCM
879
Cohen Capital Management
California
$530K – – –
AF
880
Allworth Financial
California
$529K -$47.7K -1,065 -10%
NIM
881
Northeast Investment Management
Massachusetts
$528K +$74K +1,652 +20%
HBT
882
Hills Bank & Trust
Iowa
$526K -$2.69K -60 -0.6%
JCM
883
Jacobi Capital Management
Pennsylvania
$526K +$13.1K +292 +3%
KCM
884
Karp Capital Management
California
$526K +$437K +9,763 New
FFA
885
Freedman Financial Associates
Massachusetts
$525K +$437K +9,746 New
ACM
886
AlphaCrest Capital Management
New York
$521K +$9.01K +201 +2%
KA
887
Kozak & Associates
Colorado
$521K +$411K +9,162 New
CCMG
888
Clark Capital Management Group
Pennsylvania
$518K -$93.7K -2,092 -18%
OIA
889
OneDigital Investment Advisors
Kansas
$516K -$105K -2,345 -20%
AMIM
890
Aull & Monroe Investment Management
Alabama
$516K -$40.4K -901 -9%
QI
891
Qtron Investments
Massachusetts
$515K +$429K +9,575 New
TCM
892
Tandem Capital Management
New Jersey
$514K -$426K -9,498 -50%
4WM
893
44 Wealth Management
Oregon
$514K +$428K +9,545 New
PAM
894
Palisade Asset Management
Minnesota
$513K -$2.29K -51 -0.5%
BOTW
895
Bank of the West
California
$512K -$3.27K -73 -0.8%
QIM
896
Quest Investment Management
Oregon
$512K – – –
TI
897
Truepoint Inc
Ohio
$511K -$9.05K -202 -2%
AFA
898
American Financial Advisors
Georgia
$507K -$33.2K -741 -7%
RBFC
899
Roman Butler Fullerton & Co
Missouri
$505K -$717 -16 -0.2%
GBBWRPM
900
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$504K -$3.36K -75 -0.8%
34 35
36
37 38