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Name Holding Trade Value Shares
Change
Change in
Stake
Welch Group
551
Welch Group
Alabama
$450K – – –
Brown Advisory
552
Brown Advisory
Maryland
$445K -$17.7K -329 -4%
VCM
553
Virtue Capital Management
Tennessee
$445K -$11.2K -208 -3%
Jones Financial Companies
554
Jones Financial Companies
Missouri
$441K +$199K +3,706 +95%
Illinois Municipal Retirement Fund
555
Illinois Municipal Retirement Fund
Illinois
$441K +$409K +7,604 New
WAAG
556
Wealth Alliance Advisory Group
Kansas
$436K +$699 +13 +0.2%
PCM
557
Pointe Capital Management
Michigan
$434K -$54K -1,005 -12%
APWM
558
Atlas Private Wealth Management
New York
$434K -$14.6K -271 -3%
Fort Washington Investment Advisors
559
Fort Washington Investment Advisors
Ohio
$432K -$1.13M -21,000 -74%
RIL
560
Rothschild Investment LLC
Illinois
$430K -$4.46K -83 -1%
Inspire Investing
561
Inspire Investing
Idaho
$425K -$138K -2,560 -26%
KMWM
562
Keudell/Morrison Wealth Management
Oregon
$417K +$1.02K +19 +0.3%
WIA
563
Westbourne Investment Advisors
Maryland
$406K – – –
SG
564
StoneX Group
New York
$403K -$12.8K -239 -3%
First National Trust
565
First National Trust
Pennsylvania
$403K +$76.9K +1,431 +26%
HH
566
Hilltop Holdings
Texas
$398K +$369K +6,865 New
Arkadios Wealth Advisors
567
Arkadios Wealth Advisors
Georgia
$396K -$926K -17,223 -72%
Glenview Trust
568
Glenview Trust
Kentucky
$395K – – –
JIC
569
Joel Isaacson & Co
New York
$390K +$361K +6,721 New
Mission Wealth Management
570
Mission Wealth Management
California
$389K -$10.3K -191 -3%
DI
571
Disciplined Investments
Oklahoma
$384K -$141K -2,629 -28%
Vanguard Personalized Indexing Management
572
Vanguard Personalized Indexing Management
California
$384K +$32.1K +597 +10%
Freestone Capital Holdings
573
Freestone Capital Holdings
Washington
$383K +$73.9K +1,375 +26%
Vestcor Inc
574
Vestcor Inc
New Brunswick, Canada
$381K -$48.4K -900 -12%
VCG
575
Vantage Consulting Group
Virginia
$381K +$20.2K +375 +6%