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Name Holding Trade Value Shares
Change
Change in
Stake
IFG
551
Independent Financial Group
California
$475K -$95.1K -345 -17%
OQS
552
Occudo Quantitative Strategies
Florida
$473K -$422K -1,532 -48%
FPCG
553
Forum Private Client Group
Indiana
$467K
TSS
554
Two Sigma Securities
New York
$466K +$185K +672 +72%
GIM
555
Goelzer Investment Management
Indiana
$464K
BHPW
556
Beverly Hills Private Wealth
California
$459K -$90.1K -327 -17%
KRSITF
557
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$452K -$38.6K -140 -8%
VIM
558
Vinva Investment Management
Australia
$449K -$143K -519 -25%
SC
559
Savant Capital
Illinois
$447K +$144K +522 +51%
FFM
560
Forum Financial Management
Illinois
$446K -$24K -87 -5%
BWP
561
Baldwin Wealth Partners
Massachusetts
$444K +$421K +1,527 +21,814%
VCA
562
Verdence Capital Advisors
Maryland
$442K +$10.2K +37 +2%
William Blair Investment Management
563
William Blair Investment Management
Illinois
$441K -$5.79K -21 -1%
VI
564
Vestcor Inc
New Brunswick, Canada
$435K
SCA
565
Sage Capital Advisors
South Dakota
$435K
BAM
566
Belpointe Asset Management
Nevada
$434K +$413K +1,498 New
GSEP
567
Golden State Equity Partners
California
$428K +$181K +658 +80%
LCWP
568
Legacy Capital Wealth Partners
Arkansas
$425K +$2.48K +9 +0.6%
Balyasny Asset Management
569
Balyasny Asset Management
Illinois
$425K +$404K +1,467 New
KeyBank National Association
570
KeyBank National Association
Ohio
$415K -$13.5K -49 -3%
RB
571
Rodgers Brothers
Pennsylvania
$413K
AWA
572
Arete Wealth Advisors
Illinois
$407K +$83.8K +304 +27%
BIAS
573
Beacon Investment Advisory Services
New Jersey
$406K
EFG
574
Ethos Financial Group
Pennsylvania
$402K +$24.3K +88 +7%
ECM
575
Evergreen Capital Management
Washington
$402K +$276 +1 +0.1%