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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
326
Frontier Wealth Management
Missouri
$695K +$61.3K +2,202 +9%
IFG
327
Independent Financial Group
California
$688K +$95.6K +3,435 +15%
OPA
328
Old Port Advisors
Maine
$687K +$13.9K +500 +2%
SMDAM
329
Sumitomo Mitsui DS Asset Management
Japan
$685K +$10.5K +376 +1%
KRS
330
Kentucky Retirement Systems
Kentucky
$673K +$79.8K +2,866 +12%
SPIA
331
Steward Partners Investment Advisory
New York
$662K -$79.8K -2,866 -10%
CM
332
Castleark Management
Illinois
$652K
Group One Trading
333
Group One Trading
Illinois
$649K +$496K +17,823 +248%
AB
334
Amalgamated Bank
New York
$648K -$3.76K -135 -0.5%
IAIM
335
International Assets Investment Management
Florida
$643K +$690K +24,768 New
DHFB
336
Dixon Hubard Feinour & Brown
Virginia
$639K -$39.1K -1,406 -5%
EVM
337
Eaton Vance Management
Massachusetts
$632K -$108K -3,873 -14%
MWC
338
MBM Wealth Consultants
Missouri
$630K +$309K +11,103 +84%
M&T Bank
339
M&T Bank
New York
$627K -$407K -14,621 -38%
DZ Bank
340
DZ Bank
Germany
$610K -$336K -12,080 -34%
AP
341
Advisor Partners
California
$605K -$186K -6,679 -22%
ADMI
342
Albert D. Mason Inc
Massachusetts
$602K +$6.96K +250 +1%
US Bancorp
343
US Bancorp
Minnesota
$599K -$13.4K -481 -2%
Capital Fund Management (CFM)
344
Capital Fund Management (CFM)
France
$598K +$640K +23,002 New
WA
345
Wambolt & Associates
Colorado
$594K -$159K -5,694 -20%
Baird Financial Group
346
Baird Financial Group
Wisconsin
$592K +$22.1K +792 +4%
OPS
347
Orion Portfolio Solutions
Nebraska
$591K +$226K +8,112 +55%
RFC
348
Regions Financial Corp
Alabama
$590K -$255K -9,176 -29%
FIM
349
Fruth Investment Management
Texas
$589K -$17K -612 -3%
CGH
350
Crossmark Global Holdings
Texas
$587K -$93.3K -3,352 -13%