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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Apollon Wealth Management
South Carolina
$538K +$173K +864 +40%
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$537K -$1.04M -5,199 -63%
SMH
503
Sanders Morris Harris
Texas
$535K +$603K +3,008 New
PIM
504
Plato Investment Management
Australia
$535K -$178K -888 -23%
VFM
505
Vision Financial Markets
Connecticut
$534K +$601K +3,000 New
ZRP
506
Zynergy Retirement Planning
New Jersey
$534K +$601K +3,000 New
BO
507
Bank OZK
Arkansas
$530K -$680K -3,396 -53%
MSA
508
MUFG Securities Americas
New York
$523K +$98.4K +491 +20%
DLHL
509
Donald L. Hagan LLC
Florida
$514K -$18.2K -91 -3%
CGH
510
Crossmark Global Holdings
Texas
$514K -$104K -519 -15%
WI
511
Wahed Invest
New York
$512K +$3.61K +18 +0.6%
BCM
512
Brookstone Capital Management
Illinois
$512K +$71.7K +358 +14%
SIA
513
Schear Investment Advisers
Ohio
$512K -$93.8K -468 -14%
FT
514
Fiduciary Trust
Massachusetts
$509K -$368K -1,837 -39%
IFG
515
Independent Financial Group
California
$508K -$84.8K -423 -13%
SCM
516
Sterling Capital Management
North Carolina
$507K -$42.1K -210 -7%
GS
517
GTS Securities
Florida
$505K +$569K +2,838 New
SDIC
518
South Dakota Investment Council
South Dakota
$502K +$180K +900 +47%
AT
519
Arlington Trust
Alabama
$499K -$95.2K -475 -14%
CIA
520
Concurrent Investment Advisors
Florida
$499K -$49.9K -249 -8%
PCM
521
Penserra Capital Management
California
$499K -$29.7K -148 -5%
Envestnet Portfolio Solutions
522
Envestnet Portfolio Solutions
Illinois
$499K -$189K -941 -25%
CCB
523
Country Club Bank
Missouri
$496K -$1.06M -5,290 -66%
KRSITF
524
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$493K -$77.9K -389 -12%
VI
525
Vestcor Inc
New Brunswick, Canada
$488K +$121K +602 +28%