Name Holding Trade Value Shares
Change
Change in
Stake
RB
1226
Renasant Bank
Mississippi
$536K +$102K +231 +23%
HR
1227
Hardy Reed
Mississippi
$534K +$536K +1,218 New
WDA
1228
Wendell David Associates
New Hampshire
$531K +$26.4K +60 +5%
MAM
1229
Martingale Asset Management
Massachusetts
$529K -$906K -2,060 -63%
BLC
1230
Brown, Lisle/Cummings
Rhode Island
$527K – – –
LSV Asset Management
1231
LSV Asset Management
Illinois
$527K -$176K -400 -25%
PG
1232
Proffitt & Goodson
Tennessee
$522K – – –
V
1233
VeraBank
Texas
$522K – – –
VA
1234
Verdad Advisers
Massachusetts
$520K +$521K +1,185 New
RFS
1235
Richardson Financial Services
Massachusetts
$516K -$14.1K -32 -3%
FFA
1236
Founders Financial Alliance
North Carolina
$516K – – –
SIS
1237
Sound Income Strategies
Florida
$514K +$440 +1 +0.1%
WMA
1238
Wealth Management Associates
New Jersey
$513K – – –
MWPCG
1239
Measured Wealth Private Client Group
New Hampshire
$509K – – –
KWM
1240
Kolinsky Wealth Management
New Jersey
$509K +$510K +1,160 New
SL
1241
SFM LLC
New Hampshire
$509K +$16.7K +38 +3%
FH
1242
FWG Holdings
Florida
$506K +$94.6K +215 +23%
APW
1243
Aurora Private Wealth
New Jersey
$505K +$1.32K +3 +0.3%
BEI
1244
Benjamin Edwards Inc
Missouri
$500K +$16.7K +38 +3%
IFG
1245
Independent Financial Group
California
$499K +$10.6K +24 +2%
AA
1246
ALPS Advisors
Colorado
$498K -$34.3K -78 -6%
CFMC
1247
Curbstone Financial Management Corp
New Hampshire
$498K – – –
PWP
1248
Principle Wealth Partners
Connecticut
$498K – – –
PL
1249
Plancorp LLC
Missouri
$497K +$16.7K +38 +3%
GI
1250
Gradient Investments
Minnesota
$497K -$440 -1 -0.1%