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Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
626
Wellington Shields Capital Management
New York
$511K -$492K -1,500 -45%
OPS
627
Orion Portfolio Solutions
Nebraska
$508K -$426K -1,300 -42%
IWP
628
Icon Wealth Partners
Texas
$498K -$76.4K -233 -12%
CI
629
Conning Inc
Connecticut
$497K -$342K -1,043 -37%
BCM
630
Brookstone Capital Management
Illinois
$496K +$352K +1,073 +159%
CWP
631
Capital Wealth Planning
Florida
$490K +$44.2K +135 +8%
CPIA
632
Cornell Pochily Investment Advisors
New York
$482K – – –
CIA
633
Choate Investment Advisors
Massachusetts
$482K +$42.6K +130 +8%
HIM
634
Hillsdale Investment Management
Ontario, Canada
$478K +$13.1K +40 +2%
ACA
635
Atlas Capital Advisors
Wyoming
$477K +$552K +1,684 New
AG
636
AIA Group
Hong Kong
$471K +$201K +614 +59%
GM
637
GeoWealth Management
Illinois
$470K +$543K +1,656 New
MIG
638
McGuire Investment Group
Rhode Island
$466K -$8.19K -25 -1%
KFP
639
KB Financial Partners
New Jersey
$457K +$50.1K +153 +10%
PL
640
Plancorp LLC
Missouri
$454K -$32.1K -98 -6%
IAP
641
Indie Asset Partners
Indiana
$454K -$8.19K -25 -2%
MCA
642
Mercer Capital Advisers
New Jersey
$453K -$164K -500 -24%
Hotchkis & Wiley Capital Management
643
Hotchkis & Wiley Capital Management
California
$453K – – –
SFM
644
Systematic Financial Management
New Jersey
$453K – – –
GWM
645
Geneos Wealth Management
Colorado
$453K +$61.3K +187 +13%
AIC
646
Ameritas Investment Company
Nebraska
$450K +$270K +824 +108%
JCM
647
Jacobi Capital Management
Pennsylvania
$449K – – –
DPIM
648
Duff & Phelps Investment Management
Illinois
$447K -$16.1K -49 -3%
AIIMS
649
Analyst IMS Investment Management Services
Israel
$445K – – –
BWM
650
Baystate Wealth Management
Massachusetts
$443K – – –