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Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
Patten & Patten
Tennessee
$589K -$10.9K -250 -2%
FCBT
302
First Citizens Bank & Trust
North Carolina
$589K +$123K +2,826 +30%
USAA
303
United Services Automobile Association
Texas
$586K +$53.5K +1,227 +11%
CL
304
CSS LLC
Illinois
$577K +$113K +2,600 +27%
SPC
305
Sigma Planning Corp
Michigan
$560K -$1.24M -28,326 -71%
BRWA
306
B. Riley Wealth Advisors
Florida
$558K +$33.9K +777 +7%
Bessemer Group
307
Bessemer Group
New Jersey
$551K +$54.5K +1,250 +12%
FTDI
308
First Trust Direct Indexing
Massachusetts
$550K +$224K +5,128 +80%
V
309
Veritable
Delaware
$538K +$24.3K +558 +5%
FWP
310
FAS Wealth Partners
Kansas
$531K +$3.19K +73 +0.7%
AWM
311
Accurate Wealth Management
Florida
$527K -$22.6K -518 -4%
Baird Financial Group
312
Baird Financial Group
Wisconsin
$522K +$12.6K +288 +3%
PRS
313
Pinkerton Retirement Specialists
Idaho
$517K -$237K -5,441 -33%
ProShare Advisors
314
ProShare Advisors
Maryland
$516K -$13.3K -304 -3%
ONB
315
Old National Bancorp
Indiana
$511K +$59.3K +1,360 +15%
URS
316
Utah Retirement Systems
Utah
$510K
CGL
317
Clarius Group LLC
Washington
$507K
MA
318
Mutual Advisors
Nebraska
$506K +$54.2K +1,243 +13%
CAG
319
Csenge Advisory Group
Florida
$505K +$231K +5,300 +100%
P
320
Pitcairn
Pennsylvania
$504K +$7.33K +168 +2%
LAM
321
Lingohr Asset Management
Germany
$502K
SP
322
Symmetry Partners
Connecticut
$502K +$459K +10,524 New
SFO
323
Stokes Family Office
Louisiana
$496K +$170K +3,898 +60%
AAM
324
Advisors Asset Management
Colorado
$491K +$1.31K +30 +0.3%
BPA
325
Beacon Pointe Advisors
California
$478K -$76.4K -1,751 -15%