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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1301
Capital Asset Advisory Services
Michigan
$579K -$45.1K -217 -7%
HPC
1302
HM Payson & Co
Maine
$576K -$11K -53 -2%
AFA
1303
American Financial Advisors
Georgia
$575K -$10.4K -50 -2%
SBH
1304
Segall Bryant & Hamill
Illinois
$574K -$61.3K -295 -10%
HL
1305
HeadInvest LLC
Maine
$574K +$52.2K +251 +10%
CCB
1306
Country Club Bank
Missouri
$571K -$8.73K -42 -2%
TFF
1307
The Family Firm
Maryland
$570K
SW
1308
SlateStone Wealth
Florida
$570K -$22.9K -110 -4%
BCA
1309
Bay Colony Advisors
Massachusetts
$569K +$81.4K +392 +17%
CI Investments Inc
1310
CI Investments Inc
Ontario, Canada
$567K -$27.2K -131 -5%
FIB
1311
First Interstate Bank
Montana
$566K +$416 +2 +0.1%
RFN
1312
RDA Financial Network
Iowa
$562K +$7.27K +35 +1%
RZH
1313
Relyea Zuckerberg Hanson
Connecticut
$561K +$9.35K +45 +2%
JMFC
1314
J.M. Forbes & Co
Massachusetts
$560K
TCOO
1315
Trust Company of Oklahoma
Oklahoma
$559K +$8.31K +40 +2%
PMFA
1316
Plante Moran Financial Advisors
Michigan
$557K +$22.4K +108 +4%
C
1317
Certuity
Florida
$557K +$108K +522 +25%
WCM
1318
Whitener Capital Management
North Carolina
$557K
NERM
1319
New England Research & Management
Illinois
$555K
BHPW
1320
Beverly Hills Private Wealth
California
$555K +$542K +2,611 New
SWMG
1321
Sanchez Wealth Management Group
Florida
$553K
MPWT
1322
MassMutual Private Wealth & Trust
Connecticut
$553K -$14.3K -69 -3%
LWM
1323
Lodestone Wealth Management
Washington
$553K -$10.6K -51 -2%
W
1324
Wealthquest
Ohio
$553K -$2.08K -10 -0.4%
OIA
1325
Optimum Investment Advisors
Illinois
$552K -$11.4K -55 -2%