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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
451
Freedom Investment Management
Connecticut
$859K +$377K +5,262 +81%
USAA
452
United Services Automobile Association
Texas
$852K -$532K -7,431 -39%
IA
453
Insight Advisors
Pennsylvania
$847K +$82.4K +1,152 +11%
CG
454
Caprock Group
Idaho
$838K +$108K +1,506 +15%
CA
455
Cetera Advisors
Colorado
$810K +$33.3K +465 +4%
BBA
456
Baader Bank Aktiengesellschaft
Germany
$804K +$25.5K +356 +3%
V
457
Veritable
Delaware
$802K -$517K -7,230 -40%
BC
458
Bartlett & Co
Ohio
$798K -$35.8K -500 -4%
BCWM
459
Bartlett & Co Wealth Management
Ohio
$798K -$35.8K -500 -4%
DIP
460
Davis Investment Partners
North Carolina
$783K -$396K -5,531 -33%
BL
461
Balentine LLC
Georgia
$782K -$69.5K -971 -8%
MSCM
462
McElhenny Sheffield Capital Management
Texas
$776K +$759K +10,604 New
RA
463
Rational Advisors
New York
$773K +$756K +10,564 New
DWM
464
Dakota Wealth Management
Florida
$767K -$429 -6 -0.1%
IP
465
Intellectus Partners
California
$765K +$46.8K +654 +7%
JFGIW
466
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$759K +$195K +2,719 +36%
RWB
467
RMR Wealth Builders
New Jersey
$753K +$4.58K +64 +0.6%
DT
468
Diversified Trust
Tennessee
$745K +$728K +10,174 New
GIA
469
Gladstone Institutional Advisory
Florida
$727K +$711K +9,933 New
JWCA
470
J.W. Cole Advisors
Florida
$725K +$1.72K +24 +0.2%
TMAM
471
Tokio Marine Asset Management
Japan
$713K +$111K +1,549 +19%
MAS
472
Meeder Advisory Services
Ohio
$712K +$20.1K +281 +3%
MNBTD
473
Moody National Bank Trust Division
Texas
$706K -$1.72K -24 -0.2%
BG
474
Benedetti & Gucer
Georgia
$701K +$422K +5,900 +161%
CICI
475
Capital Investment Counsel Inc
North Carolina
$697K -$64.4K -900 -9%