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Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
1476
Kelly Lawrence W & Associates
California
$579K
S
1477
SimplyRich
California
$578K -$22K -460 -4%
SSG
1478
Summit Securities Group
New York
$578K +$584K +12,200 New
CSS
1479
Cubist Systematic Strategies
Connecticut
$576K -$276K -5,776 -32%
BFC
1480
Bedel Financial Consulting
Indiana
$576K -$77.5K -1,620 -12%
Qube Research & Technologies (QRT)
1481
Qube Research & Technologies (QRT)
United Kingdom
$572K -$4.53M -94,590 -89%
MSR
1482
Main Street Research
Connecticut
$568K -$12.3K -257 -2%
MCWS
1483
McKinley Carter Wealth Services
West Virginia
$567K -$8.38K -175 -1%
CT
1484
Coastline Trust
Rhode Island
$566K +$78.3K +1,635 +16%
SBA
1485
Secrest Blakey & Associates
North Carolina
$565K +$571K +11,927 New
AUB
1486
Atlantic Union Bankshares
Virginia
$564K -$15.3K -320 -3%
LFA
1487
Legacy Financial Advisors
Kentucky
$564K +$49.3K +1,030 +9%
CFS
1488
CRA Financial Services
New Jersey
$564K +$570K +11,911 New
B
1489
Bailard
California
$562K +$23.9K +500 +4%
VFPI
1490
Vantage Financial Partners (Illinois)
Illinois
$559K -$33.5K -700 -6%
HJGA
1491
Hardman Johnston Global Advisors
Connecticut
$559K
LSAG
1492
Lake Street Advisors Group
New Hampshire
$558K +$27.5K +575 +5%
AAM
1493
Aureus Asset Management
Massachusetts
$556K -$20.9K -437 -4%
FCB
1494
First Command Bank
Texas
$555K -$353K -7,383 -39%
FCFS
1495
First Command Financial Services
Texas
$555K -$353K -7,383 -39%
CRIG
1496
Charter Research & Investment Group
Connecticut
$555K -$1.53K -32 -0.3%
CAM
1497
Cubic Asset Management
Massachusetts
$554K
GG
1498
Greenwood Gearhart
Arkansas
$553K
BIAS
1499
Beacon Investment Advisory Services
New Jersey
$549K -$5.79K -121 -1%
PFGIA
1500
Patriot Financial Group Insurance Agency
Massachusetts
$549K +$82.8K +1,729 +18%