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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
501
Ipswich Investment Management
Massachusetts
$235K – – –
BCM
502
Brookstone Capital Management
Illinois
$235K +$250K +1,075 New
PAG
503
Private Advisor Group
New Jersey
$234K -$17.5K -75 -7%
UF
504
Univest Financial
Pennsylvania
$233K +$249K +1,071 New
ICOM
505
Investment Counselors of Maryland
Maryland
$231K -$69.9K -300 -22%
VI
506
Vestcor Inc
New Brunswick, Canada
$230K -$25.2K -108 -9%
WDL
507
Well Done LLC
Michigan
$228K -$2.56K -11 -1%
BB
508
Busey Bank
Illinois
$227K -$8.15K -35 -3%
RP
509
Rowlandmiller & Partners
Georgia
$225K +$240K +1,030 New
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$220K +$190K +814 +415%
FMWA
511
Forvis Mazars Wealth Advisors
Missouri
$219K +$11.9K +51 +5%
TFGT
512
TS Financial Group (TSFG)
Illinois
$218K – – –
WG
513
Welch Group
Alabama
$218K – – –
SM
514
SG3 Management
Puerto Rico
$218K +$233K +1,000 New
PCG
515
Private Capital Group
Connecticut
$217K -$4.66K -20 -2%
SDWIA
516
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$215K – – –
ICM
517
Islay Capital Management
Texas
$212K -$97.8K -420 -30%
BCI
518
Brinker Capital Investments
Pennsylvania
$212K +$227K +974 New
CWM
519
Curi Wealth Management
North Carolina
$210K – – –
GSIS
520
Global Strategic Investment Solutions
Arizona
$204K – – –
PI
521
PEAK6 Investments
Illinois
$204K +$218K +935 New
QI
522
Qtron Investments
Massachusetts
$203K – – –
LCM
523
Landscape Capital Management
New Jersey
$201K – – –
FHC
524
First Heartland Consultants
Missouri
$201K +$1.4K +6 +0.7%
CG
525
Cutler Group
California
$200K +$214K +920 New