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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1151
Bernardo Wealth Planning
Pennsylvania
$537K +$66K +800 +14%
LFA
1152
Legacy Financial Advisors
Kentucky
$536K +$60.2K +730 +13%
CA
1153
Calton & Associates
Florida
$536K +$170K +2,065 +48%
OSAM
1154
O'Shaughnessy Asset Management
Connecticut
$535K -$59.5K -721 -10%
HB
1155
Homrich & Berg
Georgia
$534K +$25K +303 +5%
VIA
1156
Vident Investment Advisory
Georgia
$531K -$245K -2,973 -32%
DWM
1157
Dorchester Wealth Management
Quebec, Canada
$531K +$520K +6,300 New
AFG
1158
Albion Financial Group
Utah
$530K -$3.55K -43 -0.7%
HCM
1159
Hodges Capital Management
Texas
$522K -$12.4K -150 -2%
BMM
1160
Buffington Mohr McNeal
Idaho
$520K -$356K -4,312 -41%
SC
1161
Saybrook Capital
North Carolina
$519K
SIA
1162
Sit Investment Associates
Minnesota
$518K
WWM
1163
Windsor Wealth Management
Indiana
$515K +$132K +1,600 +35%
TFS
1164
Thoroughbred Financial Services
Tennessee
$513K -$22.9K -277 -4%
NDSI
1165
Newman Dignan & Sheerar Inc
Rhode Island
$513K -$16.5K -200 -3%
NME
1166
Notis-McConarty Edward
$509K
LW
1167
Linscomb Wealth
Texas
$508K +$112K +1,363 +29%
ACP
1168
Aveo Capital Partners
Colorado
$507K +$3.38K +41 +0.7%
FMC
1169
First Merchants Corp
Indiana
$506K -$113K -1,370 -19%
BO
1170
BRR OpCo
Ohio
$506K +$7.59K +92 +2%
VAS
1171
Vestmark Advisory Solutions
Massachusetts
$506K +$496K +6,009 New
MLIC
1172
Mandatum Life Insurance Company
Finland
$505K -$82.5K -1,000 -14%
PSG
1173
Planning Solutions Group
Maryland
$503K +$14.5K +176 +3%
Credit Agricole
1174
Credit Agricole
France
$503K +$390K +4,732 +382%
AFNAS
1175
American Financial Network Advisory Services
California
$502K -$15.6K -189 -3%