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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
801
Freedom Investment Management
Connecticut
$748K +$143K +507 +23%
BFM
802
Boston Financial Management
Massachusetts
$748K +$14.9K +53 +2%
IA
803
IFP Advisors
Florida
$745K +$159K +566 +17%
CF
804
Centaurus Financial
California
$744K +$94K +334 +14%
CCB
805
Country Club Bank
Missouri
$737K +$77.4K +275 +12%
PL
806
Plancorp LLC
Missouri
$735K -$3.1K -11 -0.4%
Pacer Advisors
807
Pacer Advisors
Pennsylvania
$734K -$3.25M -11,564 -81%
PMA
808
Prudent Man Advisors
Illinois
$728K -$200K -710 -21%
WA
809
Wealth Alliance
New York
$723K -$20K -71 -3%
DLHL
810
Donald L. Hagan LLC
Florida
$721K -$866K -3,076 -54%
SRAM
811
Spouting Rock Asset Management
Pennsylvania
$715K +$11.8K +42 +2%
BBA
812
BLB&B Advisors
Pennsylvania
$713K -$9.85K -35 -1%
VWA
813
Visionary Wealth Advisors
Illinois
$712K +$2.25K +8 +0.3%
ST
814
Somerset Trust
Pennsylvania
$708K -$17.7K -63 -2%
Kovitz Investment Group Partners
815
Kovitz Investment Group Partners
Illinois
$708K -$16K -57 -2%
MFG
816
MidWestOne Financial Group
Iowa
$707K -$52.9K -188 -7%
CC
817
Cannell & Co
New York
$705K +$23.9K +85 +3%
MRCM
818
M&R Capital Management
New Jersey
$700K
WFA
819
Wipfli Financial Advisors
Wisconsin
$697K +$707K +2,511 New
BMC
820
Beaton Management Company
Massachusetts
$695K
WA
821
Wambolt & Associates
Colorado
$695K
RBFC
822
Roman Butler Fullerton & Co
Missouri
$693K +$9.01K +32 +1%
FCI
823
Financial Counselors Inc
Kansas
$691K -$104K -368 -13%
EWM
824
Empirical Wealth Management
Washington
$690K +$216K +768 +45%
CT
825
Chicago Trust
Illinois
$688K -$13.8K -49 -2%