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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Dynasty Wealth Management
Florida
$538K +$518K +7,617 New
FRA
402
Frank Rimerman Advisors
California
$530K +$1.63K +24 +0.3%
DC
403
Davenport & Co
Virginia
$530K
IEFM
404
IQ EQ Fund Management
Ireland
$525K +$506K +7,436 New
AAMU
405
APG Asset Management US
New York
$516K
SCA
406
Summit Creek Advisors
Minnesota
$515K
PCA
407
Pallas Capital Advisors
Massachusetts
$510K +$2.11K +31 +0.4%
MYIA
408
Mount Yale Investment Advisors
Colorado
$510K +$219K +3,223 +81%
LWM
409
Lyell Wealth Management
California
$509K
AC
410
Allstate Corporation
Illinois
$507K +$488K +7,176 New
YC
411
Yarbrough Capital
Tennessee
$503K
OWA
412
One Wealth Advisors
California
$498K +$108K +1,582 +29%
MA
413
Montag & Associates
Georgia
$497K +$479K +7,040 New
WT
414
Washington Trust
Rhode Island
$494K
PA
415
Procyon Advisors
Connecticut
$489K -$156K -2,289 -25%
NA
416
NewEdge Advisors
Louisiana
$488K +$133K +1,957 +40%
VSQM
417
V-Square Quantitative Management
Illinois
$485K -$27.6K -406 -6%
TBT
418
Texas Bank & Trust
Texas
$480K +$462K +6,800 New
EF
419
Empirical Finance
Pennsylvania
$478K -$1.22K -18 -0.3%
Balyasny Asset Management
420
Balyasny Asset Management
Illinois
$474K +$456K +6,703 New
RIM
421
Redwood Investment Management
Arizona
$467K +$449K +6,606 New
WSC
422
Wellington Shields & Co
New York
$459K
EF
423
Empowered Funds
Pennsylvania
$453K +$41.7K +614 +11%
PHIC
424
Pine Haven Investment Counsel
Massachusetts
$452K
CI
425
CX Institutional
Indiana
$450K +$17K +250 +4%