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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
751
Private Trust Company
Ohio
$451K -$31.4K -171 -7%
CCG
752
Chatham Capital Group
Georgia
$448K -$1.1K -6 -0.3%
QCG
753
Quadrant Capital Group
Ohio
$447K +$108K +590 +35%
BSW
754
Buckingham Strategic Wealth
Missouri
$446K -$84.5K -461 -17%
DDC
755
DF Dent & Co
Maryland
$442K – – –
HCM
756
Hengehold Capital Management
Ohio
$441K – – –
PCM
757
Prelude Capital Management
New York
$441K +$199K +1,083 +101%
LNC
758
Lincoln National Corp
Pennsylvania
$440K +$150K +820 +62%
FWCM
759
Ferguson Wellman Capital Management
Oregon
$439K -$4.03K -22 -1%
CCM
760
Carlson Capital Management
Minnesota
$438K +$393K +2,144 New
FFA
761
First Foundation Advisors
California
$435K +$16.1K +88 +4%
BG
762
Bahl & Gaynor
Ohio
$434K -$57.9K -316 -13%
TA
763
Tiedemann Advisors
New York
$433K +$389K +2,123 New
EGA
764
E&G Advisors
Texas
$429K +$18.3K +100 +5%
KWM
765
Kingsview Wealth Management
Oregon
$428K -$10.8K -59 -3%
CAM
766
Columbia Asset Management
Michigan
$427K – – –
CFA
767
Capstone Financial Advisors
Illinois
$423K – – –
QIM
768
Quest Investment Management
Oregon
$423K – – –
BFEC
769
Benjamin F. Edwards & Company
Missouri
$422K +$16.5K +90 +5%
HIA
770
Harbor Investment Advisory
Maryland
$421K +$378K +2,061 New
AIS
771
American Investment Services
Massachusetts
$418K +$2.2K +12 +0.6%
IAN
772
Integrated Advisors Network
Texas
$418K +$374K +2,042 New
CT
773
Caldwell Trust
Florida
$417K +$374K +2,041 New
FCI
774
Financial Counselors Inc
Kansas
$415K -$12.7K -69 -3%
GIM
775
Grassi Investment Management
California
$409K – – –