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Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
476
Beese Fulmer Investment Management
Ohio
$557K +$75.1K +2,141 +15%
FT
477
Fiduciary Trust
Massachusetts
$556K -$5.72K -163 -1%
MCM
478
Mill Capital Management
North Carolina
$556K -$17.8K -508 -3%
SW
479
SVB Wealth
Massachusetts
$554K -$8.77K -250 -2%
CCG
480
Coastwise Capital Group
California
$547K +$2.28K +65 +0.4%
LI
481
Louisbourg Investments
New Brunswick, Canada
$545K -$140K -4,000 -20%
GT
482
Glenview Trust
Kentucky
$536K -$21K -600 -4%
MGI
483
Miller Global Investments
Texas
$532K +$538K +15,328 New
CFG
484
Cooper Financial Group
California
$531K +$19.9K +566 +4%
WFI
485
West Family Investments
California
$525K +$7.37K +210 +1%
Fifth Third Bancorp
486
Fifth Third Bancorp
Ohio
$524K -$3.16K -90 -0.6%
LWAM
487
Legacy Wealth Asset Management
Minnesota
$523K +$20.2K +575 +4%
CF
488
Centaurus Financial
California
$522K +$6.7K +191 +1%
SPWM
489
Straight Path Wealth Management
Michigan
$521K +$298K +8,500 +131%
TPI
490
Trust Point Inc
Wisconsin
$519K +$102K +2,899 +24%
IBOK
491
Independence Bank of Kentucky
Kentucky
$517K -$102K -2,912 -16%
RIA
492
Recurrent Investment Advisors
Texas
$514K +$59.1K +1,685 +1%
SFS
493
Sowell Financial Services
Arkansas
$510K -$8.24K -235 -2%
DWP
494
Daymark Wealth Partners
Ohio
$510K +$48.4K +1,380 +10%
FFA
495
Founders Financial Alliance
North Carolina
$507K -$29.3K -834 -5%
SI
496
Saxon Interests
Texas
$503K -$17.9K -510 -3%
IFG
497
Independent Financial Group
California
$503K -$43.4K -1,238 -8%
BBI
498
Baxter Bros Inc
Connecticut
$503K
EWM
499
Edge Wealth Management
New York
$502K -$108K -3,080 -18%
NAS
500
Nicolet Advisory Services
Wisconsin
$502K +$4.88K +139 +1%