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Name Holding Trade Value Shares
Change
Change in
Stake
HPCM
301
High Pointe Capital Management
Illinois
$574K +$21.1K +1,000 +4%
DA
302
Doliver Advisors
Texas
$570K +$36.3K +1,720 +7%
CFGS
303
Concourse Financial Group Securities
Alabama
$569K +$120K +5,665 +27%
MCM
304
MAI Capital Management
Ohio
$563K -$64.8K -3,070 -10%
SCM
305
Seascape Capital Management
New Hampshire
$544K +$542K +25,680 New
HIIFS
306
Harel Insurance Investments & Financial Services
Israel
$536K +$246K +11,650 New
OWM
307
Opes Wealth Management
California
$531K
Allianz Asset Management
308
Allianz Asset Management
Germany
$530K -$4.1M -194,360 -89%
CG
309
Colony Group
Massachusetts
$530K +$93K +4,405 +21%
WG
310
Welch Group
Alabama
$530K +$317K +15,000 +150%
OFS
311
OneAscent Financial Services
Alabama
$528K +$49.7K +2,355 +10%
VFA
312
Voya Financial Advisors
Connecticut
$516K +$106K +5,040 +26%
DAS
313
Dynamic Advisor Solutions
Arizona
$507K +$20.4K +965 +4%
QSS
314
Quantitative Systematic Strategies
Florida
$504K -$279K -13,215 -36%
WCM
315
Weik Capital Management
Pennsylvania
$502K
DBRC
316
D.B. Root & Company
Pennsylvania
$486K +$3.27K +155 +0.7%
WT
317
Whittier Trust
California
$486K +$446K +21,100 +1,172%
Mirae Asset Global Investments
318
Mirae Asset Global Investments
South Korea
$480K -$21.8K -1,030 -4%
MWM
319
Mission Wealth Management
California
$471K +$89.4K +4,235 +24%
PCS
320
Personal CFO Solutions
New Jersey
$469K +$74.3K +3,520 +19%
EWA
321
Exencial Wealth Advisors
Oklahoma
$468K +$466K +22,050 New
FWIA
322
Fort Washington Investment Advisors
Ohio
$466K
LCOV
323
London Company of Virginia
Virginia
$466K
BHB
324
Bank Hapoalim BM
Israel
$462K +$35.9K +1,700 +8%
GWM
325
Geneos Wealth Management
Colorado
$452K +$30.1K +1,425 +7%