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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
501
Schechter Investment Advisors
Michigan
$262K -$29.2K -370 -9%
PAS
502
Park Avenue Securities
New York
$259K -$11.9K -151 -4%
OIA
503
Optimum Investment Advisors
Illinois
$258K +$38.7K +490 +16%
PWM
504
Perigon Wealth Management
California
$255K -$104K -1,315 -27%
SS
505
Simplicity Solutions
Minnesota
$251K -$152K -1,929 -36%
MG
506
Mather Group
Illinois
$251K +$16.6K +210 +7%
BLC
507
Brown, Lisle/Cummings
Rhode Island
$251K +$4.74K +60 +2%
HCM
508
Hollencrest Capital Management
California
$251K -$19K -241 -7%
JWM
509
Jeppson Wealth Management
California
$249K -$14.8K -187 -5%
BBP
510
Banco BTG Pactual
Brazil
$248K -$205K -2,593 -100%
EGA
511
E&G Advisors
Texas
$248K
SCM
512
Shelton Capital Management
Colorado
$248K
Dimensional Fund Advisors
513
Dimensional Fund Advisors
Texas
$247K +$38M +480,747 +17%
SF
514
Synovus Financial
Georgia
$242K
SCM
515
SevenOneSeven Capital Management
Pennsylvania
$242K +$23.4K +296 +10%
DI
516
Diligent Investors
California
$237K -$44.2K -560 -15%
SFA
517
Sequoia Financial Advisors
Ohio
$236K +$255K +3,229 New
MFS
518
Mirabella Financial Services
United Kingdom
$233K +$253K +3,203 New
VWA
519
V Wealth Advisors
Kansas
$233K +$7.66K +97 +3%
FNBOSM
520
First National Bank of South Miami
Florida
$233K
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$232K +$23.8K +301 +10%
SCM
522
Shapiro Capital Management
Georgia
$228K -$41.1K -520 -14%
KFGK
523
Keystone Financial Group (Kentucky)
Kentucky
$227K -$3.32K -42 -1%
MIM
524
Montgomery Investment Management
Maryland
$226K
QI
525
Qtron Investments
Massachusetts
$224K -$665K -8,420 -73%