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Name Holding Trade Value Shares
Change
Change in
Stake
P
376
&Partners
Tennessee
$498K +$212K +12,521 +66%
EFS
377
Essex Financial Services
Connecticut
$491K +$2.38K +140 +0.5%
GFA
378
Gifford Fong Associates
California
$480K
LCM
379
Logan Capital Management
Pennsylvania
$480K
PA
380
Pinnacle Associates
New York
$478K +$214K +12,606 +73%
SPIA
381
Steward Partners Investment Advisory
New York
$474K -$3.46K -204 -0.7%
PCIA
382
Prime Capital Investment Advisors
Kansas
$463K +$127K +7,483 +35%
SA
383
Sanctuary Advisors
Indiana
$460K -$51.4K -3,031 -10%
GWP
384
Gen-Wealth Partners
Michigan
$460K -$33.9K -2,000 -7%
IFWM
385
Institute for Wealth Management
Colorado
$451K
ORC
386
O'Rourke & Company
Massachusetts
$446K +$933 +55 +0.2%
HFM
387
Hartford Financial Management
Connecticut
$446K
CS
388
Candriam SCA
Luxembourg
$441K -$722K -42,576 -61%
MOS
389
MGO One Seven
Ohio
$440K -$380K -22,425 -45%
SAM
390
Shell Asset Management
Netherlands
$438K
William Blair & Company
391
William Blair & Company
Illinois
$434K +$110K +6,495 +31%
1SB
392
1ST Source Bank
Indiana
$433K -$9.75K -575 -2%
FFM
393
Forum Financial Management
Illinois
$432K -$67.7K -3,992 -13%
LI
394
LifeWealth Investments
Florida
$432K +$99.5K +5,863 +28%
KRSITF
395
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$430K -$82.2K -4,845 -15%
DWM
396
Dakota Wealth Management
Florida
$428K -$21.9K -1,291 -5%
MP
397
McDonald Partners
Ohio
$427K +$68.6K +4,044 +18%
VA
398
Vident Advisory
Georgia
$426K -$966K -56,926 -68%
VSQM
399
V-Square Quantitative Management
Illinois
$423K +$24K +1,412 +6%
CIS
400
Custom Index Systems
New York
$423K +$449K +26,448 New