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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
526
9258 Wealth Management
Ohio
$478K +$76.5K +116 +20%
CCM
527
Cox Capital Management
Massachusetts
$477K – – –
DWM
528
Defined Wealth Management
Oregon
$477K – – –
LC
529
Lindbrook Capital
California
$473K +$9.89K +15 +2%
VCA
530
Verdence Capital Advisors
Maryland
$470K +$47.5K +72 +12%
ATC
531
Argent Trust Co
Tennessee
$467K +$17.8K +27 +4%
OL
532
Optas LLC
Texas
$466K -$10.6K -16 -2%
MAM
533
McLean Asset Management
Virginia
$466K – – –
TW
534
TrinityPoint Wealth
Connecticut
$461K -$33K -50 -7%
CAAS
535
Capital Asset Advisory Services
Michigan
$461K -$1.98K -3 -0.4%
JIC
536
Johnson Investment Counsel
Ohio
$460K +$439K +666 New
PIM
537
Penobscot Investment Management
Massachusetts
$459K -$66K -100 -13%
SA
538
Shilanski & Associates
Alaska
$457K +$19.8K +30 +5%
4WM
539
44 Wealth Management
Oregon
$457K +$106K +160 +32%
NFC
540
Northeast Financial Consultants
Connecticut
$457K +$122K +185 +39%
MPPW
541
Mitchell & Pahl Private Wealth
Oklahoma
$455K +$21.1K +32 +5%
TFS
542
Thoroughbred Financial Services
Tennessee
$454K +$146K +222 +51%
SSW
543
Smith Shellnut Wilson
Mississippi
$435K -$35.6K -54 -8%
CAM
544
CenterStar Asset Management
Illinois
$433K – – –
PAM
545
PVG Asset Management
Colorado
$432K +$412K +625 New
GBT
546
Grove Bank & Trust
Florida
$431K -$21.1K -32 -5%
GA
547
Geller Advisors
New York
$430K -$60.7K -92 -13%
RFC
548
Regions Financial Corp
Alabama
$430K +$52.8K +80 +15%
P
549
Palladiem
Pennsylvania
$423K – – –
PMA
550
Prudent Man Advisors
Illinois
$421K +$1.98K +3 +0.5%