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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
576
Watchman Group
Texas
$661K – – –
JIC
577
Joel Isaacson & Co
New York
$658K +$347K +2,600 +121%
VA
578
Vident Advisory
Georgia
$655K -$1.94M -14,543 -75%
SAM
579
Shell Asset Management
Netherlands
$647K -$37.4K -280 -5%
FNBOO
580
First National Bank of Omaha
Nebraska
$647K -$32.4K -243 -6%
SJIM
581
St. Johns Investment Management
Florida
$645K +$30.6K +229 +5%
RWM
582
Ritholtz Wealth Management
New York
$639K +$35K +262 +6%
HGERS
583
Householder Group Estate & Retirement Specialist
Arizona
$638K – – –
SC
584
SouthState Corp
Florida
$629K +$46.7K +350 +8%
SBIA
585
Sheaff Brock Investment Advisors
Indiana
$629K +$935 +7 +0.2%
CPC
586
Congress Park Capital
New York
$629K – – –
IMCOOI
587
Investment Management Corp of Ontario (IMCO)
Canada
$626K -$5.32M -39,813 -90%
MRCM
588
M&R Capital Management
New Jersey
$625K -$13.4K -100 -2%
ES
589
ETF Store
Kansas
$624K +$2.8K +21 +0.5%
ACM
590
Argent Capital Management
Missouri
$624K – – –
RGF
591
Retirement Guys Formula
Ohio
$620K +$598K +4,475 New
MWM
592
Modera Wealth Management
New Jersey
$618K -$267 -2 -0%
CAAM
593
Cornerstone Advisors Asset Management
Pennsylvania
$617K – – –
CCA
594
Checchi Capital Advisers
California
$614K -$12K -90 -2%
MIP
595
Marietta Investment Partners
Wisconsin
$613K – – –
OTL
596
Oak Thistle LLC
New York
$611K -$1.17M -8,763 -67%
DAS
597
Dynamic Advisor Solutions
Arizona
$607K +$12.3K +92 +2%
VVP
598
Venture Visionary Partners
Ohio
$606K +$134 +1 +0%
SIC
599
SJS Investment Consulting
Ohio
$601K +$134 +1 +0%
BRM
600
Boston Research & Management
Massachusetts
$598K – – –
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