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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
501
Freedom Investment Management
Connecticut
$792K +$16.6K +85 +2%
TC
502
TownSquare Capital
Utah
$791K +$45.5K +233 +6%
BG
503
Bellevue Group
Switzerland
$784K -$130K -664 -15%
VWA
504
V Wealth Advisors
Kansas
$783K -$137K -699 -15%
BAM
505
Boyar Asset Management
New York
$782K -$202K -1,036 -21%
KFC
506
Klingenstein Fields & Co
New York
$776K
BTWM
507
Baker Tilly Wealth Management
Wisconsin
$773K -$35.6K -182 -5%
GT
508
Glenview Trust
Kentucky
$771K +$1.37K +7 +0.2%
RG
509
Renaissance Group
Kentucky
$769K -$3.13K -16 -0.4%
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$763K
TWD
511
True Wealth Design
Ohio
$759K +$733K +3,750 New
RCAMU
512
Rothschild & Co Asset Management US
Connecticut
$758K -$28.3K -145 -4%
IB
513
Intrust Bank
Kansas
$755K +$28.9K +148 +4%
VI
514
Vestcor Inc
New Brunswick, Canada
$748K -$8.99K -46 -1%
BONST
515
Bank of Nova Scotia Trust
Ontario, Canada
$747K
BO
516
Bank OZK
Arkansas
$744K -$1.95K -10 -0.3%
SWA
517
SFMG Wealth Advisors
Texas
$743K -$137K -701 -16%
I
518
InceptionR
California
$733K +$708K +3,621 New
HIC
519
Hartline Investment Corp
Illinois
$730K +$705K +3,608 New
HKIMG
520
Hutchens & Kramer Investment Management Group
Indiana
$729K
DWA
521
Douglass Winthrop Advisors
New York
$728K
CAM
522
Cubic Asset Management
Massachusetts
$725K -$256K -1,310 -27%
KeyBank National Association
523
KeyBank National Association
Ohio
$717K +$96.9K +496 +16%
AWM
524
Avior Wealth Management
Nebraska
$707K
SCP
525
Sandhill Capital Partners
New York
$706K