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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
601
Intact Investment Management
Quebec, Canada
$961K – – –
CCP
602
Corient Capital Partners
California
$961K +$1.96K +9 +0.2%
9WM
603
9258 Wealth Management
Ohio
$958K – – –
SWP
604
Stratos Wealth Partners
Ohio
$955K -$9.57K -44 -0.9%
RG
605
Renaissance Group
Kentucky
$955K +$13.7K +63 +1%
SCA
606
Snowden Capital Advisors
New York
$949K +$117K +538 +13%
BDWCC
607
B&D White Capital Company
Texas
$947K +$1.03M +4,735 New
WTC
608
WhitTier Trust Company
Nevada
$940K -$6.31K -29 -0.6%
LJAC
609
L.J. Altfest & Co
New York
$936K +$1.02M +4,677 New
FQ
610
First Quadrant
California
$932K +$992K +4,563 +4,803%
LNC
611
Lincoln National Corp
Pennsylvania
$927K -$95K -437 -9%
SMH
612
Sanders Morris Harris
Texas
$926K – – –
AIP
613
Ameritas Investment Partners
Nebraska
$917K -$23.5K -108 -2%
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$917K -$20.9K -96 -2%
HFM
615
Hartford Financial Management
Connecticut
$914K -$8.7K -40 -0.9%
TBA
616
Tower Bridge Advisors
Pennsylvania
$914K +$4.35K +20 +0.4%
BBA
617
BLB&B Advisors
Pennsylvania
$912K +$334K +1,538 +51%
PCA
618
Pallas Capital Advisors
Massachusetts
$911K +$45.4K +209 +5%
DFA
619
Delta Financial Advisors
Louisiana
$903K +$652 +3 +0.1%
OPW
620
Oxler Private Wealth
New York
$900K – – –
JIC
621
Johnson Investment Counsel
Ohio
$896K +$21.3K +98 +2%
BST
622
Bath Savings Trust
Maine
$894K +$152K +700 +19%
AIM
623
Anchor Investment Management
South Carolina
$893K -$5.87K -27 -0.6%
BWAM
624
Boyd Watterson Asset Management
Ohio
$891K – – –
MIP
625
Marietta Investment Partners
Wisconsin
$885K – – –