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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
651
Sentry Investment Management
Wisconsin
$308K -$5.68K -151 -2%
CPA
652
Court Place Advisors
Maryland
$306K
MWM
653
Meridian Wealth Management
Kentucky
$303K +$297K +7,903 New
BFEC
654
Benjamin F. Edwards & Company
Missouri
$300K
Boston Partners
655
Boston Partners
Massachusetts
$299K -$122M -3,231,247 -100%
TWM
656
TriaGen Wealth Management
California
$298K +$2.63K +70 +1%
VWA
657
Visionary Wealth Advisors
Illinois
$297K -$27.1K -721 -8%
HAG
658
HighPoint Advisor Group
Illinois
$297K +$753 +20 +0.3%
PFS
659
Prospera Financial Services
Texas
$296K -$113 -3 -0%
NFG
660
Nations Financial Group
Iowa
$294K -$10.6K -281 -4%
IA
661
IFP Advisors
Florida
$293K +$155K +4,121 +115%
SA
662
SRH Advisors
Kansas
$293K +$252K +6,700 +704%
Pzena Investment Management
663
Pzena Investment Management
New York
$288K -$472K -12,542 -63%
TI
664
Truepoint Inc
Ohio
$285K +$7.08K +188 +3%
VAM
665
Verity Asset Management
North Carolina
$283K -$136K -3,604 -33%
SICM
666
Sustainable Insight Capital Management
New York
$283K +$7.08K +188 +3%
SW
667
SkyOak Wealth
Michigan
$282K
W
668
Wealthquest
Ohio
$282K +$414 +11 +0.1%
AIC
669
Archer Investment Corporation
Indiana
$282K
DFG
670
Demars Financial Group
Washington
$280K +$7.04K +187 +3%
FAM
671
Formidable Asset Management
Ohio
$279K +$270K +7,168 New
FDS
672
Freedom Day Solutions
Texas
$277K +$376 +10 +0.1%
JIR
673
James Investment Research
Ohio
$276K -$33.9K -900 -11%
GWM
674
Geneos Wealth Management
Colorado
$275K -$103K -2,736 -28%
LSAG
675
Lake Street Advisors Group
New Hampshire
$275K -$8.09K -215 -3%