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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
476
WealthPlan Investment Management
Nebraska
$424K +$348K +3,825 New
EM
477
ELCO Management
New York
$418K – – –
API
478
Advisor Partners II
California
$417K +$434K +4,778 New
NB
479
NBT Bank
New York
$416K -$59.2K -651 -12%
SAM
480
S.A. Mason
Michigan
$410K – – –
AAM
481
Azzad Asset Management
Virginia
$410K -$91 -1 -0%
AWS
482
Atria Wealth Solutions
New York
$406K -$30.1K -331 -7%
JSW
483
Journey Strategic Wealth
New Jersey
$399K +$37.3K +410 +10%
CG
484
Caprock Group
Idaho
$397K +$127K +1,398 +44%
LC
485
Lincoln Capital
Nebraska
$392K – – –
RRA
486
Round Rock Advisors
Connecticut
$390K – – –
RBC
487
Romano Brothers & Co
Illinois
$387K +$402K +4,425 New
HSA
488
HBK Sorce Advisory
Pennsylvania
$382K – – –
EF
489
Empirical Finance
Pennsylvania
$382K +$64.3K +708 +19%
Bessemer Group
490
Bessemer Group
New Jersey
$374K +$43.2K +475 +12%
RC
491
RegentAtlantic Capital
New Jersey
$372K +$388K +4,270 New
VI
492
Vestcor Inc
New Brunswick, Canada
$371K +$5K +55 +1%
PP
493
Prudential plc
United Kingdom
$359K +$25.6K +282 +7%
DT
494
Diversified Trust
Tennessee
$358K +$373K +4,100 New
CTC
495
Central Trust Company
Missouri
$352K -$18.6K -205 -5%
BSW
496
Buckingham Strategic Wealth
Missouri
$351K -$21.1K -232 -5%
QIM
497
Quantitative Investment Management
Virginia
$350K +$365K +4,016 New
FPCG
498
Fort Pitt Capital Group
Pennsylvania
$347K +$361K +3,975 New
SP
499
Symmetry Partners
Connecticut
$345K – – –
BL
500
BFSG LLC
California
$342K -$857K -9,425 -71%