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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1351
Kurt F. Somerville
$549K +$15.2K +131 +3%
BWAM
1352
Boyd Watterson Asset Management
Ohio
$548K -$294K -2,531 -35%
Jones Financial Companies
1353
Jones Financial Companies
Missouri
$548K +$149K +1,282 +37%
CIP
1354
Cornerstone Investment Partners
Georgia
$547K
SCM
1355
Southport Capital Management
Tennessee
$545K +$83K +715 +18%
MMG
1356
Monetary Management Group
Missouri
$544K
QP
1357
Quilter Plc
United Kingdom
$543K -$144K -1,243 -21%
AIA
1358
Armor Investment Advisors
North Carolina
$542K -$23.6K -203 -4%
HCM
1359
Hutchinson Capital Management
California
$542K +$929 +8 +0.2%
IP
1360
Investment Partners
Ohio
$541K -$33.1K -285 -6%
TIA
1361
Tiemann Investment Advisors
California
$541K -$10.1K -87 -2%
HL
1362
HeadInvest LLC
Maine
$540K +$18K +155 +3%
QT
1363
Quantamental Technologies
New York
$540K +$543K +4,677 New
EWM
1364
Endurance Wealth Management
Rhode Island
$537K
JWBC
1365
John W. Bristol & Co
New York
$535K
FCCM
1366
First City Capital Management
Georgia
$535K +$30.4K +262 +6%
SFO
1367
Stokes Family Office
Louisiana
$534K +$17.5K +151 +3%
FSC
1368
Full Sail Capital
Oklahoma
$532K
SWIG
1369
Strategic Wealth Investment Group
Kentucky
$531K -$903K -7,779 -63%
BRM
1370
Boston Research & Management
Massachusetts
$530K
OPS
1371
Orion Portfolio Solutions
Nebraska
$529K -$56.7K -488 -10%
GWS
1372
Glassman Wealth Services
Virginia
$529K +$4.65K +40 +0.9%
BWM
1373
Baystate Wealth Management
Massachusetts
$529K +$79.9K +688 +18%
P
1374
Pitcairn
Pennsylvania
$528K +$58.9K +507 +12%
PV
1375
Private Vista
Illinois
$525K +$73.3K +631 +16%