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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1476
Parkside Financial Bank & Trust
Missouri
$403K +$45.3K +232 +13%
CL
1477
Choreo LLC
Illinois
$398K +$26.5K +136 +7%
PPP
1478
Private Portfolio Partners
New Jersey
$398K +$399K +2,043 New
CAM
1479
Cubic Asset Management
Massachusetts
$396K -$2.54K -13 -0.6%
DAM
1480
Delta Asset Management
Tennessee
$396K +$34.1K +175 +9%
IAMOG
1481
Investors Asset Management of Georgia
Georgia
$395K -$11.7K -60 -3%
IP
1482
Investment Partners
Ohio
$395K +$396K +2,028 New
PWM
1483
Perigon Wealth Management
California
$394K -$255K -1,306 -40%
RIS
1484
Retirement Income Solutions
Michigan
$392K -$21.1K -108 -5%
GIP
1485
Greatmark Investment Partners
Georgia
$392K +$146K +750 +59%
EWM
1486
Evermay Wealth Management
Virginia
$390K -$9.76K -50 -2%
HCC
1487
Hirtle Callaghan & Co
Pennsylvania
$389K
CA
1488
Capital Advantage
California
$389K +$1.56K +8 +0.4%
SIG
1489
Sargent Investment Group
Maryland
$389K +$390K +2,000 New
MMA
1490
Miracle Mile Advisors
California
$388K +$9.76K +50 +3%
RGIA
1491
Rainier Group Investment Advisory
Washington
$388K +$33.8K +173 +9%
CTA
1492
Colonial Trust Advisors
South Carolina
$387K -$9.76K -50 -2%
HCM
1493
Howland Capital Management
Massachusetts
$387K -$5.46K -28 -1%
JA
1494
JOYN Advisors
Georgia
$387K +$195 +1 +0.1%
PAMG
1495
Patton Albertson Miller Group
Tennessee
$387K +$11.1K +57 +3%
TL
1496
TrueWealth LLC
Georgia
$386K -$3.32K -17 -0.8%
SWA
1497
SFMG Wealth Advisors
Texas
$386K +$82.3K +422 +27%
MIC
1498
Means Investment Company
Maine
$386K +$387K +1,982 New
SWMG
1499
Strategic Wealth Management Group
Maryland
$386K +$387K +1,982 New
WAP
1500
Wealthcare Advisory Partners
Pennsylvania
$385K -$2.73K -14 -0.7%