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Name Holding Trade Value Shares
Change
Change in
Stake
HT
401
Heritage Trust
Oklahoma
$990K
MCM
402
Mengis Capital Management
Oregon
$989K
WB
403
WesBanco Bank
West Virginia
$988K -$65.5K -1,764 -6%
UB
404
UMB Bank
Missouri
$988K +$55.6K +1,497 +6%
GCM
405
Graham Capital Management
Connecticut
$983K +$942K +25,388 New
PGWM
406
Pitti Group Wealth Management
New York
$983K +$111 +3 +0%
SC
407
Savant Capital
Illinois
$969K -$38.5K -1,037 -4%
BL
408
BFSG LLC
California
$969K +$31.2K +840 +3%
SIS
409
Strategic Investment Solutions
Illinois
$968K +$937K +25,245 +3,016%
MCM
410
Monarch Capital Management
Indiana
$959K
CAI
411
Capital Advisors Inc
Oklahoma
$958K -$62.3K -1,679 -6%
FEG
412
Financial Enhancement Group
Indiana
$943K
SF
413
Synovus Financial
Georgia
$937K +$6.9K +186 +0.8%
EWM
414
Edge Wealth Management
New York
$928K -$36.9K -993 -4%
DF
415
Donoghue Forlines
Massachusetts
$922K +$72.2K +1,945 +9%
LW
416
Linscomb Wealth
Texas
$920K -$6.5K -175 -0.7%
LC
417
Lindbrook Capital
California
$913K +$42.8K +1,153 +5%
DAS
418
Dynamic Advisor Solutions
Arizona
$907K +$208K +5,609 +31%
Prudential Financial
419
Prudential Financial
New Jersey
$904K -$91.6K -2,469 -10%
BCM
420
Birmingham Capital Management
Alabama
$902K +$93.7K +2,525 +12%
EGM
421
Engineers Gate Manager
New York
$897K -$166K -4,474 -16%
BWP
422
Balboa Wealth Partners
Arizona
$888K -$49.3K -1,329 -5%
QCG
423
Quadrant Capital Group
Ohio
$886K -$43K -1,158 -5%
MG
424
Mather Group
Illinois
$879K +$2.41K +65 +0.3%
FFM
425
Forum Financial Management
Illinois
$875K +$631 +17 +0.1%