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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
551
Jones Financial Companies
Missouri
$441K +$199K +3,706 +95%
IMRF
552
Illinois Municipal Retirement Fund
Illinois
$441K +$409K +7,604 New
WAAG
553
Wealth Alliance Advisory Group
Kansas
$436K +$699 +13 +0.2%
PCM
554
Pointe Capital Management
Michigan
$434K -$54K -1,005 -12%
APWM
555
Atlas Private Wealth Management
New York
$434K -$14.6K -271 -3%
FWIA
556
Fort Washington Investment Advisors
Ohio
$432K -$1.13M -21,000 -74%
RIL
557
Rothschild Investment LLC
Illinois
$430K -$4.46K -83 -1%
II
558
Inspire Investing
Idaho
$425K -$138K -2,560 -26%
KMWM
559
Keudell/Morrison Wealth Management
Oregon
$417K +$1.02K +19 +0.3%
WIA
560
Westbourne Investment Advisors
Maryland
$406K
SG
561
StoneX Group
New York
$403K -$12.8K -239 -3%
FNT
562
First National Trust
Pennsylvania
$403K +$76.9K +1,431 +26%
HH
563
Hilltop Holdings
Texas
$398K +$369K +6,865 New
AWA
564
Arkadios Wealth Advisors
Georgia
$396K -$926K -17,223 -72%
GT
565
Glenview Trust
Kentucky
$395K
JIC
566
Joel Isaacson & Co
New York
$390K +$361K +6,721 New
MWM
567
Mission Wealth Management
California
$389K -$10.3K -191 -3%
DI
568
Disciplined Investments
Oklahoma
$384K -$141K -2,629 -28%
Vanguard Personalized Indexing Management
569
Vanguard Personalized Indexing Management
California
$384K +$32.1K +597 +10%
FCH
570
Freestone Capital Holdings
Washington
$383K +$73.9K +1,375 +26%
VI
571
Vestcor Inc
New Brunswick, Canada
$381K -$48.4K -900 -12%
VCG
572
Vantage Consulting Group
Virginia
$381K +$20.2K +375 +6%
HI
573
Horizon Investments
North Carolina
$381K +$358K +6,659 New
CL
574
CPWM LLC
Washington
$372K -$752 -14 -0.2%
USCWA
575
U.S. Capital Wealth Advisors
Texas
$372K +$344K +6,407 New