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Name Holding Trade Value Shares
Change
Change in
Stake
IA
951
Integrity Alliance
Iowa
$617K +$565K +1,876 New
MMG
952
Monetary Management Group
Missouri
$616K +$30.1K +100 +6%
CT
953
Caldwell Trust
Florida
$614K +$12.1K +40 +2%
WDA
954
Wendell David Associates
New Hampshire
$613K -$97.9K -325 -15%
SC
955
SummitTX Capital
Texas
$613K +$561K +1,863 New
BIM
956
Bridges Investment Management
Nebraska
$613K – – –
WCBA
957
Weaver C. Barksdale & Associates
Tennessee
$612K – – –
CIM
958
CIM Investment Management
Pennsylvania
$611K -$603 -2 -0.1%
APG
959
Abacus Planning Group
South Carolina
$611K -$2.41K -8 -0.4%
CCB
960
Cutter & Co Brokerage
Missouri
$610K -$161K -535 -22%
LC
961
Lindbrook Capital
California
$605K -$67.8K -225 -11%
TAM
962
Trillium Asset Management
Massachusetts
$604K -$59.3K -197 -10%
CFG
963
Clayton Financial Group
Missouri
$603K +$2.71K +9 +0.5%
SAW
964
Signal Advisors Wealth
Michigan
$601K +$283K +941 +106%
MIS
965
Morningstar Investment Services
Illinois
$596K -$469K -1,556 -46%
FH
966
FWG Holdings
Florida
$594K +$111K +367 +26%
AG
967
Ascent Group
Virginia
$593K -$1.16M -3,849 -68%
GBT
968
Grove Bank & Trust
Florida
$593K – – –
EWM
969
Empirical Wealth Management
Washington
$593K -$6.63M -22,018 -92%
MWM
970
Maripau Wealth Management
Indiana
$591K +$280K +931 +108%
PWM
971
Paulson Wealth Management
Illinois
$591K – – –
SIC
972
Samalin Investment Counsel
New York
$590K +$11.7K +39 +2%
First Manhattan
973
First Manhattan
New York
$588K -$163K -540 -23%
WCP
974
Welch Capital Partners
New York
$587K – – –
LWCFA
975
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$579K +$94.9K +315 +22%