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Name Holding Trade Value Shares
Change
Change in
Stake
BW
376
Bison Wealth
Georgia
$798K +$163K +3,088 +29%
WW
377
Waterfront Wealth
Kansas
$797K +$21.9K +415 +3%
MCA
378
Martin Capital Advisors
Texas
$796K -$10.9K -206 -1%
CIA
379
Concurrent Investment Advisors
Florida
$773K +$701K +13,303 New
SI
380
Seeds Investor
New York
$773K +$701K +13,295 New
FPF
381
First Pacific Financial
Washington
$756K -$4.27K -81 -0.6%
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$754K +$67.9K +1,288 +11%
SLI
383
Sumitomo Life Insurance
Japan
$750K -$17.5K -331 -3%
SP
384
Symmetry Partners
Connecticut
$750K
PFG
385
PAX Financial Group
Texas
$733K -$61.7K -1,170 -8%
NS
386
NBC Securities
Alabama
$730K -$11.7K -222 -2%
RJT
387
Raymond James Trust
Florida
$728K -$72.8K -1,380 -10%
SFI
388
SPC Financial Inc
Maryland
$717K -$7.07K -134 -1%
FCM
389
FJ Capital Management
Virginia
$711K -$3.01M -57,100 -82%
NB
390
Norinchukin Bank
Japan
$711K -$81.5K -1,546 -11%
EOJOAM
391
E. Ohman J:or Asset Management
Sweden
$711K -$190K -3,600 -23%
KRSITF
392
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$705K -$7.28K -138 -1%
EF
393
Empirical Finance
Pennsylvania
$692K +$4.22K +80 +0.7%
SP
394
Stablepoint Partners
Massachusetts
$691K +$627K +11,887 New
TW
395
TritonPoint Wealth
Maryland
$688K +$624K +11,830 New
NIMI
396
Natixis Investment Managers International
France
$681K -$3.43K -65 -0.6%
ATC
397
Argent Trust Co
Tennessee
$676K -$6.17K -117 -1%
VIM
398
Vinva Investment Management
Australia
$673K +$121K +2,291 +25%
Rockefeller Capital Management
399
Rockefeller Capital Management
New York
$669K +$607K +11,514 New
VI
400
Versor Investments
New York
$669K +$178K +3,381 +42%