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Name Holding Trade Value Shares
Change
Change in
Stake
TIAM2
601
Tru Independence Asset Management 2
Oregon
$479K +$33.5K +167 +8%
CA
602
Clearstead Advisors
Ohio
$477K -$9.43K -47 -2%
GHAM
603
Gilman Hill Asset Management
Connecticut
$477K +$63.6K +317 +17%
CIA
604
Capital Investment Advisors
Georgia
$472K -$46.8K -233 -10%
Rafferty Asset Management
605
Rafferty Asset Management
New York
$470K +$55.2K +275 +15%
PFC
606
Phocas Financial Corp
California
$468K +$429K +2,136 New
LFAS
607
Level Four Advisory Services
Texas
$466K -$95.1K -474 -18%
CG
608
Colony Group
Massachusetts
$466K +$87.7K +437 +26%
SG
609
Stonnington Group
California
$466K +$400K +1,994 New
VI
610
Vestcor Inc
New Brunswick, Canada
$463K -$9.83K -49 -2%
IA
611
IFG Advisory
Georgia
$459K
CWM
612
Chesapeake Wealth Management
Virginia
$458K -$2.81K -14 -0.7%
SFS
613
Sowell Financial Services
Arkansas
$455K +$188K +939 +97%
KPWS
614
Kestra Private Wealth Services
Texas
$453K +$17.3K +86 +4%
KeyBank National Association
615
KeyBank National Association
Ohio
$444K
SBH
616
Segall Bryant & Hamill
Illinois
$438K +$46.6K +232 +13%
HH
617
Hilltop Holdings
Texas
$436K
FANJ
618
Financial Architects (New Jersey)
New Jersey
$434K
NL
619
NKCFO LLC
Illinois
$434K +$397K +1,979 New
FTDI
620
First Trust Direct Indexing
Massachusetts
$433K +$6.22K +31 +2%
VFA
621
Voya Financial Advisors
Connecticut
$426K +$5.02K +25 +1%
LNWWM
622
Laird Norton Wetherby Wealth Management
California
$422K +$51.8K +258 +15%
MYLI
623
Meiji Yasuda Life Insurance
Japan
$420K -$257K -1,281 -40%
MC
624
Montag & Caldwell
Georgia
$420K
PIM
625
Penobscot Investment Management
Massachusetts
$420K