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Name Holding Trade Value Shares
Change
Change in
Stake
VI
701
Versor Investments
New York
$625K -$286K -4,269 -32%
RPCONE
702
Retirement Planning Company of New England
Rhode Island
$622K -$2.88K -43 -0.5%
IPW
703
Inlet Private Wealth
Florida
$621K
PWM
704
Perigon Wealth Management
California
$621K +$149K +2,220 +33%
WAP
705
Wealthcare Advisory Partners
Pennsylvania
$619K +$111K +1,651 +23%
DIA
706
Dana Investment Advisors
Wisconsin
$618K
ACA
707
Aptus Capital Advisors
Alabama
$617K -$94K -1,404 -14%
SRC
708
Shufro Rose & Co
New York
$616K
MC
709
Moors & Cabot
Massachusetts
$615K
OP
710
ORG Partners
Indiana
$614K -$433K -6,465 -42%
TC
711
Telemus Capital
Michigan
$613K +$335 +5 +0.1%
ESB
712
Essex Savings Bank
Connecticut
$610K +$3.01K +45 +0.5%
ZIM
713
Zacks Investment Management
Illinois
$609K +$5.89K +88 +1%
BCM
714
Becker Capital Management
Oregon
$607K
CSPIA
715
Cary Street Partners Investment Advisory
Virginia
$605K +$190K +2,846 +49%
CM
716
Cornerstone Management
Georgia
$602K
SC
717
Savant Capital
Illinois
$598K +$2.01K +30 +0.4%
CIC
718
Cornercap Investment Counsel
Georgia
$595K -$8.7K -130 -2%
FWP
719
Firethorn Wealth Partners
Georgia
$593K +$3.55K +53 +0.6%
ABC
720
Associated Banc-Corp
Wisconsin
$591K -$6.69K -100 -1%
MA
721
Mutual Advisors
Nebraska
$588K +$36.7K +549 +7%
HBT
722
Hills Bank & Trust
Iowa
$587K -$16.7K -250 -3%
GGI
723
Godsey & Gibb Inc
Virginia
$584K -$46.9K -700 -8%
FFM
724
Forum Financial Management
Illinois
$582K -$347K -5,178 -38%
Jones Financial Companies
725
Jones Financial Companies
Missouri
$581K -$112K -1,677 -17%