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Name Holding Trade Value Shares
Change
Change in
Stake
RFN
501
RDA Financial Network
Iowa
$398K
IMRF
502
Illinois Municipal Retirement Fund
Illinois
$396K
Vanguard Personalized Indexing Management
503
Vanguard Personalized Indexing Management
California
$395K -$148K -2,244 -26%
SBIA
504
Sheaff Brock Investment Advisors
Indiana
$393K
OCG
505
Opus Capital Group
Ohio
$392K -$132K -2,000 -24%
BBWA
506
Bell & Brown Wealth Advisors
California
$392K +$409K +6,200 New
GG
507
Gofen & Glossberg
Illinois
$389K
SC
508
Searle & Co
Connecticut
$380K
SPC
509
Sigma Planning Corp
Michigan
$379K -$43.2K -654 -10%
QCG
510
Quadrant Capital Group
Ohio
$373K +$17K +258 +5%
SIM
511
Sentry Investment Management
Wisconsin
$372K -$9.11K -138 -2%
WI
512
Wintrust Investments
Illinois
$371K
FB
513
Fulton Bank
Pennsylvania
$368K +$127K +1,930 +50%
IC
514
IEQ Capital
California
$368K +$158K +2,394 +70%
KPWS
515
Kestra Private Wealth Services
Texas
$364K -$29K -440 -7%
SIAG
516
Safeguard Investment Advisory Group
California
$363K
FP
517
Financial Perspectives
Minnesota
$363K
Bessemer Group
518
Bessemer Group
New Jersey
$361K +$11K +166 +3%
OSAM
519
O'Shaughnessy Asset Management
Connecticut
$358K +$48.5K +734 +15%
DPI
520
Diversified Portfolios Inc
Michigan
$358K +$374K +5,662 New
AWE
521
Avidian Wealth Enterprises
Texas
$357K +$64.4K +976 +21%
SC
522
Sepio Capital
Utah
$355K
CPIG
523
Chicago Partners Investment Group
Illinois
$350K -$4.36K -66 -1%
WAM
524
Weatherly Asset Management
California
$347K -$396 -6 -0.1%
CL
525
Choreo LLC
Illinois
$346K +$660 +10 +0.2%