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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
851
CIM Investment Management
Pennsylvania
$606K +$691K +2,371 New
CI
852
Conning Inc
Connecticut
$606K -$32.4M -111,156 -98%
TFS
853
Thoroughbred Financial Services
Tennessee
$605K – – –
AAS
854
Avantax Advisory Services
Texas
$605K -$165K -568 -19%
CT
855
Colonial Trust
South Carolina
$600K +$87.1K +299 +15%
FLPIM
856
F.L. Putnam Investment Management
Massachusetts
$599K +$64.4K +221 +10%
FCMC
857
Founders Capital Management (Connecticut)
Connecticut
$594K – – –
MYLI
858
Meiji Yasuda Life Insurance
Japan
$591K -$90.6K -311 -12%
RGC
859
Roberts, Glore & Co
Illinois
$591K +$45.2K +155 +7%
CCM
860
Carlson Capital Management
Minnesota
$581K +$1.46K +5 +0.2%
IFG
861
Independent Financial Group
California
$579K -$160K -548 -19%
SIA
862
Soltis Investment Advisors
Utah
$574K +$5.54K +19 +0.9%
QCG
863
Quadrant Capital Group
Ohio
$570K -$113K -387 -15%
WAM
864
Wolverine Asset Management
Illinois
$563K – – –
KF
865
Krilogy Financial
Missouri
$562K +$30.3K +104 +5%
FIM
866
Freedom Investment Management
Connecticut
$561K -$137K -469 -18%
VT
867
Vise Technologies
New York
$554K +$132K +452 +26%
PP
868
PDS Planning
Ohio
$554K +$83K +285 +15%
GTAM
869
Global Trust Asset Management
Florida
$550K -$7.28K -25 -1%
BONH
870
Bank of New Hampshire
New Hampshire
$549K – – –
KIA
871
KCM Investment Advisors
California
$549K -$71.1K -244 -10%
PWLP
872
Prio Wealth Limited Partnership
Massachusetts
$549K -$23K -79 -4%
SAS
873
Stelac Advisory Services
New York
$548K – – –
MF
874
Manchester Financial
California
$547K +$624K +2,142 New
WSC
875
Wellington Shields & Co
New York
$545K – – –