Name Holding Trade Value Shares
Change
Change in
Stake
JIC
601
Johnson Investment Counsel
Ohio
$494K +$453K +2,256 New
PA
602
Profund Advisors
Maryland
$484K -$22.7K -113 -5%
TIAM2
603
Tru Independence Asset Management 2
Oregon
$479K +$33.5K +167 +8%
CA
604
Clearstead Advisors
Ohio
$477K -$9.43K -47 -2%
GHAM
605
Gilman Hill Asset Management
Connecticut
$477K +$63.6K +317 +17%
CIA
606
Capital Investment Advisors
Georgia
$472K -$46.8K -233 -10%
Rafferty Asset Management
607
Rafferty Asset Management
New York
$470K +$55.2K +275 +15%
PFC
608
Phocas Financial Corp
California
$468K +$429K +2,136 New
LFAS
609
Level Four Advisory Services
Texas
$466K -$95.1K -474 -18%
CG
610
Colony Group
Massachusetts
$466K +$87.7K +437 +26%
SG
611
Stonnington Group
California
$466K +$400K +1,994 New
VI
612
Vestcor Inc
New Brunswick, Canada
$463K -$9.83K -49 -2%
IA
613
IFG Advisory
Georgia
$459K – – –
CWM
614
Chesapeake Wealth Management
Virginia
$458K -$2.81K -14 -0.7%
SFS
615
Sowell Financial Services
Arkansas
$455K +$188K +939 +97%
KPWS
616
Kestra Private Wealth Services
Texas
$453K +$17.3K +86 +4%
KeyBank National Association
617
KeyBank National Association
Ohio
$444K – – –
SBH
618
Segall Bryant & Hamill
Illinois
$438K +$46.6K +232 +13%
HH
619
Hilltop Holdings
Texas
$436K – – –
FANJ
620
Financial Architects (New Jersey)
New Jersey
$434K – – –
NL
621
NKCFO LLC
Illinois
$434K +$397K +1,979 New
FTDI
622
First Trust Direct Indexing
Massachusetts
$433K +$6.22K +31 +2%
VFA
623
Voya Financial Advisors
Connecticut
$426K +$5.02K +25 +1%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$422K +$51.8K +258 +15%
MYLI
625
Meiji Yasuda Life Insurance
Japan
$420K -$257K -1,281 -40%