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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
526
Carnegie Investment Counsel
Ohio
$383K – – –
HAS
527
HBW Advisory Services
California
$382K -$3.73K -16 -1%
QVT
528
Quantitative Value Technologies
Kansas
$379K +$358K +1,537 New
AAS
529
Avantax Advisory Services
Texas
$376K +$28.9K +124 +9%
AG
530
AlphaSimPlex Group
Massachusetts
$374K – – –
PFA
531
Peak Financial Advisors
Colorado
$374K +$38.7K +166 +12%
MBTD
532
Mechanics Bank - Trust Department
California
$365K – – –
HIC
533
Hartline Investment Corp
Illinois
$364K – – –
SIM
534
Sentry Investment Management
Wisconsin
$362K -$1.63M -7,005 -83%
ISWM
535
Independent Solutions Wealth Management
New York
$360K +$3.26K +14 +1%
SI
536
Stephens Inc
Arkansas
$359K +$233 +1 +0.1%
OSAM
537
O'Shaughnessy Asset Management
Connecticut
$357K +$175K +750 +107%
Northwestern Mutual Wealth Management
538
Northwestern Mutual Wealth Management
Wisconsin
$349K +$11.9K +51 +4%
IFG
539
Independent Financial Group
California
$346K +$38.2K +164 +13%
AHC
540
Adell Harriman & Carpenter
Texas
$345K -$11.6K -50 -3%
JCM
541
Jacobi Capital Management
Pennsylvania
$345K +$7.22K +31 +2%
BHBT
542
Burke & Herbert Bank & Trust
Virginia
$344K +$22.4K +96 +7%
IA
543
IFG Advisory
Georgia
$343K +$21.4K +92 +7%
WANY
544
Wealthspire Advisors (New York)
New York
$341K +$17.9K +77 +6%
KIA
545
KCM Investment Advisors
California
$337K +$3.03K +13 +1%
TCM
546
Teza Capital Management
Illinois
$334K -$955K -4,100 -75%
LOAME
547
Lombard Odier Asset Management (Europe)
United Kingdom
$334K +$315K +1,353 New
SG
548
Stonnington Group
California
$333K +$288K +1,235 New
BO
549
Bank OZK
Arkansas
$329K – – –
SWP
550
Stratos Wealth Partners
Ohio
$328K +$9.31K +40 +3%