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Name Holding Trade Value Shares
Change
Change in
Stake
Beacon Pointe Advisors
1101
Beacon Pointe Advisors
California
$564K +$570K +7,616 New
RCAG
1102
Rehmann Capital Advisory Group
Michigan
$564K -$56.8K -759 -9%
SCM
1103
Southport Capital Management
Tennessee
$562K – – –
Plancorp LLC
1104
Plancorp LLC
Missouri
$557K +$4.86K +65 +0.9%
BAM
1105
Bruderman Asset Management
New York
$554K +$448K +5,993 +404%
Simplicity Solutions
1106
Simplicity Solutions
Minnesota
$553K +$385K +5,150 +207%
BO
1107
Bank OZK
Arkansas
$552K – – –
DBRC
1108
D.B. Root & Company
Pennsylvania
$550K -$20.4K -273 -4%
FRA
1109
Front Row Advisors
California
$548K -$2.17K -29 -0.4%
FCB
1110
First Command Bank
Texas
$548K +$390K +5,207 +239%
FCFS
1111
First Command Financial Services
Texas
$548K +$390K +5,207 +239%
First Merchants Corp
1112
First Merchants Corp
Indiana
$547K -$18.7K -250 -3%
MCWS
1113
McKinley Carter Wealth Services
West Virginia
$546K -$6.58K -88 -1%
VCP
1114
Vista Capital Partners
Oregon
$546K – – –
WEC
1115
Winslow Evans & Crocker
Massachusetts
$542K – – –
AOWM
1116
Alpha Omega Wealth Management
Virginia
$539K -$78.6K -1,050 -13%
AF
1117
Advisornet Financial
Minnesota
$536K +$6.96K +93 +1%
DI
1118
DFPG Investments
Utah
$536K +$541K +7,228 New
AC
1119
Arjuna Capital
North Carolina
$534K -$45.6K -610 -8%
Douglas Lane & Associates
1120
Douglas Lane & Associates
New York
$532K – – –
SAM
1121
Security Asset Management
New York
$529K – – –
RPC
1122
Rossmore Private Capital
Connecticut
$528K +$52.4K +700 +11%
CBT
1123
Central Bank & Trust
Kentucky
$527K -$49.2K -658 -8%
FNT
1124
First Nebraska Trust
Nebraska
$525K -$77.8K -1,040 -13%
O'Shaughnessy Asset Management
1125
O'Shaughnessy Asset Management
Connecticut
$524K +$64.8K +866 +14%