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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
576
Davenport & Co
Virginia
$523K +$75K +1,935 +18%
LC
577
LCNB Corp
Ohio
$519K – – –
EF
578
Empowered Funds
Pennsylvania
$518K +$247K +6,360 +99%
BF
579
BOK Financial
Oklahoma
$517K +$495K +12,765 New
LFF
580
Level Four Financial
Texas
$515K +$194 +5 +0%
MSFS
581
Main Street Financial Solutions
Pennsylvania
$515K +$29.7K +765 +6%
GSWM
582
Golden State Wealth Management
California
$511K +$22.9K +590 +5%
FAIM
583
Financial Advocates Investment Management
Washington
$509K +$32.8K +845 +7%
IF
584
Insight Folios
North Carolina
$509K +$487K +12,570 New
WOC
585
West Oak Capital
California
$507K – – –
PA
586
Procyon Advisors
Connecticut
$507K +$21.9K +565 +5%
XSC
587
X-Square Capital
Puerto Rico
$506K +$158K +4,070 +47%
MFG
588
Menard Financial Group
Texas
$502K +$41.9K +1,080 +10%
JIR
589
James Investment Research
Ohio
$499K +$8.72K +225 +2%
PAS
590
Park Avenue Securities
New York
$495K +$35.7K +920 +8%
GP
591
Geneva Partners
Wisconsin
$491K -$481K -12,400 -51%
AC
592
Allstate Corporation
Illinois
$490K -$90.9K -2,345 -16%
MOS
593
MGO One Seven
Ohio
$489K +$124K +3,190 +40%
BW
594
Bison Wealth
Georgia
$488K +$76.8K +1,980 +20%
PA
595
Profund Advisors
Maryland
$487K -$73.9K -1,905 -14%
AIP
596
Ahrens Investment Partners
Louisiana
$487K +$44.6K +1,150 +11%
LRIC
597
Long Road Investment Counsel
Michigan
$486K – – –
KFGK
598
Keystone Financial Group (Kentucky)
Kentucky
$484K +$17.4K +450 +4%
BG
599
Bollard Group
Massachusetts
$479K +$1.16K +30 +0.3%
AAM
600
Arabesque Asset Management
United Kingdom
$472K +$452K +11,655 New
22 23
24
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