Name Holding Trade Value Shares
Change
Change in
Stake
KAS
501
Kestra Advisory Services
Texas
$768K -$532K -2,585 -40%
KFC
502
Klingenstein Fields & Co
New York
$756K – – –
VIM
503
Vista Investment Management
Pennsylvania
$754K +$86.4K +420 +12%
TWD
504
True Wealth Design
Ohio
$741K +$2.26K +11 +0.3%
IAIM
505
Industrial Alliance Investment Management
Quebec, Canada
$738K +$771K +3,746 New
GLA
506
Great Lakes Advisors
Illinois
$734K +$766K +3,724 New
DWA
507
Douglass Winthrop Advisors
New York
$733K +$25.1K +122 +3%
I
508
InceptionR
California
$732K +$18.9K +92 +3%
KRSITF
509
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$723K -$20.8K -101 -3%
BRWA
510
B. Riley Wealth Advisors
Florida
$722K -$80.3K -390 -10%
RG
511
Renaissance Group
Kentucky
$715K -$36.4K -177 -5%
BO
512
Bank OZK
Arkansas
$715K -$10.9K -53 -1%
HIC
513
Hartline Investment Corp
Illinois
$711K – – –
CAM
514
Cubic Asset Management
Massachusetts
$707K – – –
BONST
515
Bank of Nova Scotia Trust
Ontario, Canada
$699K -$30.5K -148 -4%
AWM
516
Avior Wealth Management
Nebraska
$696K +$7.61K +37 +1%
SCP
517
Sandhill Capital Partners
New York
$688K – – –
CHAM
518
Clear Harbor Asset Management
Connecticut
$682K – – –
RCA
519
Resonant Capital Advisors
Wisconsin
$682K +$18.3K +89 +3%
SWA
520
SFMG Wealth Advisors
Texas
$681K -$44.9K -218 -6%
TC
521
TownSquare Capital
Utah
$666K -$109K -529 -14%
ACP
522
Aviance Capital Partners
Florida
$664K +$11.7K +57 +2%
BCV
523
Banque Cantonale Vaudoise
Switzerland
$663K -$2.1M -10,218 -75%
RPCONE
524
Retirement Planning Company of New England
Rhode Island
$661K +$18.5K +90 +3%
BTWM
525
Baker Tilly Wealth Management
Wisconsin
$661K -$96.3K -468 -12%