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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
501
V-Square Quantitative Management
Illinois
$642K -$74.1K -660 -12%
MOS
502
MGO One Seven
Ohio
$638K +$214K +1,903 +62%
CWS
503
Confluence Wealth Services
Pennsylvania
$638K +$29.9K +266 +6%
KNW
504
Kesler Norman & Wride
Utah
$630K +$549K +4,892 New
JIC
505
Johnson Investment Counsel
Ohio
$615K
RWM
506
Ritholtz Wealth Management
New York
$613K +$144K +1,283 +37%
RMCM
507
Reynders McVeigh Capital Management
Massachusetts
$612K
RA
508
RFG Advisory
Alabama
$610K +$531K +4,733 New
BCWM
509
Bartlett & Co Wealth Management
Ohio
$605K
AFCM
510
Applied Finance Capital Management
Puerto Rico
$605K +$528K +4,699 New
EI
511
EDMP Inc
Florida
$605K
CPC
512
Cookson Peirce & Co
Pennsylvania
$603K +$526K +4,682 New
WAM
513
Wakefield Asset Management
Colorado
$593K +$21.2K +189 +4%
EFI
514
EHP Funds Inc
Canada
$592K -$101K -900 -16%
RCA
515
Roberts Capital Advisors
Colorado
$589K
PCM
516
Prelude Capital Management
New York
$588K -$98.7K -879 -16%
CI Investments Inc
517
CI Investments Inc
Ontario, Canada
$586K -$120K -1,067 -19%
RCAG
518
Rehmann Capital Advisory Group
Michigan
$586K -$60.2K -536 -11%
WI
519
Wahed Invest
New York
$581K +$52.2K +465 +11%
QC
520
Quantedge Capital
Singapore
$580K +$505K +4,500 New
WF
521
Welch & Forbes
Massachusetts
$574K
OR
522
Olympiad Research
Connecticut
$572K -$139K -1,234 -22%
DAS
523
Diversify Advisory Services
Utah
$570K -$36.5K -325 -7%
BBHC
524
Brown Brothers Harriman & Co
New York
$569K -$26.2K -233 -5%
TWM
525
Tolleson Wealth Management
Texas
$562K +$8.76K +78 +2%