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Name Holding Trade Value Shares
Change
Change in
Stake
JFG
326
Jefferies Financial Group
New York
$572K +$636K +1,798 New
MML Investors Services
327
MML Investors Services
Massachusetts
$568K +$125K +353 +25%
ACM
328
Aquatic Capital Management
Illinois
$558K +$165K +467 +36%
HC
329
Headland Capital
South Carolina
$558K -$707 -2 -0.1%
QWM
330
QP Wealth Management
New Jersey
$551K +$612K +1,732 New
CWM
331
CIBC World Markets
New York
$546K +$606K +1,715 New
IWA
332
Icon Wealth Advisors
Texas
$544K -$633K -1,791 -51%
FFA
333
Farther Finance Advisors
California
$542K -$46.7K -132 -7%
VT
334
Vise Technologies
New York
$538K +$267K +756 +81%
TWP
335
Triad Wealth Partners
Kansas
$533K +$592K +1,675 New
GT
336
Glenview Trust
Kentucky
$509K
ST
337
Smithfield Trust
Pennsylvania
$501K -$101K -287 -15%
CMF
338
Counterpoint Mutual Funds
California
$496K -$376K -1,064 -41%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$496K +$3.18K +9 +0.6%
M1FG
340
Mach-1 Financial Group
Arkansas
$496K +$551K +1,558 New
GT
341
Greenleaf Trust
Michigan
$493K +$5.3K +15 +1%
FFA
342
Florida Financial Advisors
Florida
$492K +$41.7K +118 +8%
SFA
343
Sequoia Financial Advisors
Ohio
$488K +$220K +622 +68%
NA
344
Nestegg Advisors
New York
$486K -$81.7K -231 -13%
DekaBank Deutsche Girozentrale
345
DekaBank Deutsche Girozentrale
Germany
$471K
ACM
346
Advisors Capital Management
New Jersey
$465K +$30.1K +85 +6%
CIP
347
Convergence Investment Partners
Florida
$463K +$514K +1,455 New
YMRC
348
Yorktown Management & Research Company
Virginia
$462K
PWPS
349
Pinnacle Wealth Planning Services
Ohio
$460K -$9.55K -27 -2%
BTI
350
Blue Trust Inc
Georgia
$458K +$17.7K +50 +4%