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Name Holding Trade Value Shares
Change
Change in
Stake
OP
576
ORG Partners
Indiana
$591K +$526K +2,628 New
SIM
577
Sentry Investment Management
Wisconsin
$583K
VIA
578
Vident Investment Advisory
Georgia
$582K -$152K -759 -23%
RC
579
Rovin Capital
Arizona
$581K -$44.9K -224 -8%
KeyBank National Association
580
KeyBank National Association
Ohio
$580K -$9.62K -48 -2%
TCBWMS
581
Texas Capital Bank Wealth Management Services
Texas
$574K +$509K +2,539 New
AFC
582
AFT Forsyth & Company
Florida
$573K -$44.1K -220 -8%
TI
583
TTP Investments
California
$567K
PA
584
Procyon Advisors
Connecticut
$561K +$498K +2,484 New
BA
585
Bristlecone Advisors
Washington
$560K
DIM
586
DC Investments Management
Virginia
$556K
WF
587
Welch & Forbes
Massachusetts
$554K +$2.2K +11 +0.5%
APC
588
Aspire Private Capital
North Carolina
$523K +$3K +15 +0.7%
Mercer Global Advisors
589
Mercer Global Advisors
Colorado
$519K +$23K +115 +5%
AAS
590
Avantax Advisory Services
Texas
$519K +$14.4K +72 +3%
KIA
591
KCM Investment Advisors
California
$514K -$25K -125 -5%
CG
592
Cynosure Group
Utah
$514K +$456K +2,276 New
ASN
593
Advisory Services Network
Georgia
$510K +$67.1K +335 +17%
MAM
594
Morse Asset Management
Connecticut
$501K +$77.1K +385 +21%
Thrivent Financial for Lutherans
595
Thrivent Financial for Lutherans
Minnesota
$499K +$442K +2,208 New
PGFC
596
Peapack-Gladstone Financial Corp
New Jersey
$498K +$234K +1,166 +112%
EF
597
Empowered Funds
Pennsylvania
$494K -$702K -3,506 -62%
EST
598
EA Series Trust
Pennsylvania
$494K +$438K +2,186 New
FRM
599
Fox Run Management
Connecticut
$489K +$434K +2,166 New
YCM
600
Yousif Capital Management
Michigan
$488K -$18.4K -92 -4%