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Name Holding Trade Value Shares
Change
Change in
Stake
RGF
626
Retirement Guys Formula
Ohio
$435K +$67K +1,459 +18%
KIA
627
KCM Investment Advisors
California
$433K +$111K +2,421 +33%
SAI
628
Systematic Alpha Investments
New Jersey
$432K – – –
CIP
629
Convergence Investment Partners
Florida
$431K +$444K +9,671 New
SFA
630
Souders Financial Advisors
Ohio
$430K +$54.6K +1,189 +14%
Buckingham Strategic Wealth
631
Buckingham Strategic Wealth
Missouri
$429K -$68.8K -1,498 -13%
FHC
632
First Heartland Consultants
Missouri
$428K +$441K +9,598 New
Cresset Asset Management
633
Cresset Asset Management
Illinois
$427K -$367K -7,983 -35%
GW & Wade
634
GW & Wade
Massachusetts
$427K +$15.1K +328 +4%
Hillsdale Investment Management
635
Hillsdale Investment Management
Ontario, Canada
$426K +$4.59K +100 +1%
BG
636
Bollard Group
Massachusetts
$425K +$2.34K +51 +0.5%
CGL
637
Clarius Group LLC
Washington
$423K +$45.3K +987 +12%
FAM
638
Formidable Asset Management
Ohio
$422K -$9.19K -200 -2%
1WA
639
180 Wealth Advisors
Washington
$421K +$18.3K +398 +4%
WAP
640
Wealthcare Advisory Partners
Pennsylvania
$420K +$433K +9,428 New
Ameritas Advisory Services
641
Ameritas Advisory Services
Nebraska
$419K +$127K +2,755 +41%
QC
642
Quent Capital
New York
$415K +$276 +6 +0.1%
SOS
643
Silver Oak Securities
Tennessee
$414K +$47.8K +1,040 +13%
SOW
644
State of Wyoming
Wyoming
$413K +$132K +2,881 +45%
TPWM
645
Twelve Points Wealth Management
Massachusetts
$411K +$10.7K +233 +3%
AIA
646
Arrow Investment Advisors
Maryland
$410K -$919 -20 -0.2%
Kestra Private Wealth Services
647
Kestra Private Wealth Services
Texas
$409K +$174K +3,784 +70%
SC
648
SRB Corp
Massachusetts
$406K – – –
CS
649
Capital Square
Tennessee
$406K – – –
Harel Insurance Investments & Financial Services
650
Harel Insurance Investments & Financial Services
Israel
$405K – – –