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Name Holding Trade Value Shares
Change
Change in
Stake
CG
801
Caprock Group
Idaho
$334K -$6.07K -32 -2%
HCM
802
Hengehold Capital Management
Ohio
$333K -$5.31K -28 -2%
WAM
803
Weatherly Asset Management
California
$332K -$8.92K -47 -3%
FMBTD
804
First Midwest Bank Trust Division
Illinois
$332K -$949 -5 -0.3%
KFS
805
Kurt F. Somerville
$332K
PFBT
806
Parkside Financial Bank & Trust
Missouri
$332K +$10.4K +55 +3%
KWMG
807
King Wealth Management Group
Florida
$331K -$285K -1,500 -46%
CAW
808
Cornerstone Advisors (Washington)
Washington
$331K +$48K +253 +17%
CCG
809
Chatham Capital Group
Georgia
$329K -$82.5K -435 -20%
IA
810
IFP Advisors
Florida
$329K +$22.2K +117 +7%
AC
811
Avestar Capital
New York
$328K
CIA
812
CSat Investment Advisory
Michigan
$325K +$181K +952 +122%
BG
813
Bahl & Gaynor
Ohio
$322K -$62.8K -331 -16%
TI
814
Tidal Investments
Wisconsin
$319K +$323K +1,702 New
MC
815
Middleton & Co
Massachusetts
$318K
CFA
816
Capstone Financial Advisors
Illinois
$317K
HAG
817
HighPoint Advisor Group
Illinois
$316K -$12.1K -64 -4%
CB
818
Community Bank
New York
$314K -$25K -132 -7%
HCM
819
Howland Capital Management
Massachusetts
$313K +$16.3K +86 +5%
NME
820
Notis-McConarty Edward
$310K -$19K -100 -6%
RCAG
821
Rehmann Capital Advisory Group
Michigan
$309K +$48.4K +255 +18%
CAM
822
ClariVest Asset Management
California
$308K
PWM
823
Paulson Wealth Management
Illinois
$305K
WBG
824
Wharton Business Group
Pennsylvania
$305K
SWA
825
Stratos Wealth Advisors
Ohio
$305K +$309K +1,627 New