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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
501
City State Bank
Iowa
$519K +$10.1K +100 +2%
MG
502
Mather Group
Illinois
$518K +$43.2K +426 +9%
TCM
503
Traynor Capital Management
Pennsylvania
$517K -$3.35K -33 -0.6%
KWM
504
Kingsview Wealth Management
Oregon
$514K -$49.5K -488 -9%
PDL
505
Portfolio Design Labs
California
$513K -$70.8K -698 -12%
MNA
506
Manning & Napier Advisors
New York
$511K +$219K +2,158 +76%
RIL
507
Rothschild Investment LLC
Illinois
$504K -$31K -305 -6%
JIC
508
Johnson Investment Counsel
Ohio
$504K +$19.6K +193 +4%
WI
509
Wahed Invest
New York
$503K +$498K +4,909 New
FMI
510
Frec Markets Inc
California
$500K +$188K +1,853 +61%
CFB
511
Cullen/Frost Bankers
Texas
$497K +$10.3K +101 +2%
TAM
512
Tocqueville Asset Management
New York
$491K +$40.6K +400 +9%
RMCM
513
Reynders McVeigh Capital Management
Massachusetts
$486K -$203 -2 -0%
PA
514
Parallel Advisors
California
$485K -$27.5K -271 -5%
SO
515
STRS Ohio
Ohio
$484K -$5.68K -56 -1%
SCM
516
Sterling Capital Management
North Carolina
$483K -$319K -3,142 -40%
S
517
SignatureFD
Georgia
$483K -$7K -69 -1%
EAM
518
Eventide Asset Management
Massachusetts
$475K +$76.6K +755 +19%
SC
519
Savant Capital
Illinois
$475K +$85.5K +843 +22%
QCG
520
Quadrant Capital Group
Ohio
$475K -$483K -4,764 -51%
TCM
521
Twin Capital Management
Pennsylvania
$471K -$11.8K -116 -2%
MWM
522
Mission Wealth Management
California
$464K +$12.5K +123 +3%
WAM
523
Watershed Asset Management
California
$463K +$42.5K +419 +10%
LOWM
524
Laurel Oak Wealth Management
New Jersey
$460K +$203 +2 +0%
Lido Advisors
525
Lido Advisors
California
$454K -$533K -5,252 -54%