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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
376
Register Financial Advisors
Georgia
$527K +$469K +30,232 New
GFA
377
Gifford Fong Associates
California
$523K – – –
LCM
378
Logan Capital Management
Pennsylvania
$523K – – –
CIS
379
Custom Index Systems
New York
$519K +$51.9K +3,349 +13%
QCG
380
Quadrant Capital Group
Ohio
$512K +$361K +23,270 +381%
EFS
381
Essex Financial Services
Connecticut
$508K -$23.9K -1,543 -5%
FPAS
382
Focus Partners Advisor Solutions
Missouri
$502K -$229K -14,764 -34%
GWP
383
Gen-Wealth Partners
Michigan
$501K – – –
VT
384
Vise Technologies
New York
$499K +$444K +28,642 New
IFWM
385
Institute for Wealth Management
Colorado
$491K – – –
WSFS
386
Wilmington Savings Fund Society
Delaware
$490K +$63.9K +4,123 +17%
HFM
387
Hartford Financial Management
Connecticut
$485K – – –
PCIA
388
Prime Capital Investment Advisors
Kansas
$479K -$22.1K -1,424 -5%
VA
389
Vident Advisory
Georgia
$479K +$13.6K +878 +3%
DWM
390
Dakota Wealth Management
Florida
$477K +$9.09K +586 +2%
VI
391
Versor Investments
New York
$476K +$424K +27,317 New
HH
392
Hilltop Holdings
Texas
$465K +$28.2K +1,817 +7%
BEI
393
Benjamin Edwards Inc
Missouri
$459K +$13.9K +894 +4%
VSQM
394
V-Square Quantitative Management
Illinois
$457K -$3.58K -231 -0.9%
PAM
395
Panagora Asset Management
Massachusetts
$454K -$651 -42 -0.2%
Vontobel Holding
396
Vontobel Holding
Switzerland
$454K -$248 -16 -0.1%
TI
397
Tidal Investments
Wisconsin
$454K -$599K -38,658 -60%
EFMC
398
Empire Financial Management Company
New York
$453K – – –
AFG
399
Atomi Financial Group
New York
$450K -$286K -18,431 -42%
KRSITF
400
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$438K -$27.1K -1,745 -6%