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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1051
Brookstone Capital Management
Illinois
$439K +$179K +633 +66%
AP
1052
Appleton Partners
Massachusetts
$439K – – –
SAI
1053
Systematic Alpha Investments
New Jersey
$436K – – –
OAM
1054
Occidental Asset Management
California
$434K +$84.5K +299 +23%
LWCFA
1055
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$432K – – –
RGC
1056
Roberts, Glore & Co
Illinois
$431K -$4.24K -15 -1%
SC
1057
Sawyer & Company
Massachusetts
$430K -$14.1K -50 -3%
BPWM
1058
BCS Private Wealth Management
New Jersey
$430K +$440K +1,559 New
PNC
1059
Park National Corp
Ohio
$428K +$57.6K +204 +15%
HI
1060
Harbour Investments
Wisconsin
$428K -$128K -454 -23%
PWA
1061
Provenance Wealth Advisors
Florida
$427K – – –
PDL
1062
Portfolio Design Labs
California
$425K +$848 +3 +0.2%
CPW
1063
Cove Private Wealth
New York
$425K – – –
RIA
1064
Regal Investment Advisors
Michigan
$424K +$24K +85 +6%
WAM
1065
Wakefield Asset Management
Colorado
$423K +$434K +1,536 New
DMBA
1066
Deseret Mutual Benefit Administrators
Utah
$423K -$64.4K -228 -13%
GPW
1067
Genesis Private Wealth
Virginia
$422K -$31.1K -110 -7%
MC
1068
Middleton & Co
Massachusetts
$420K – – –
PAS
1069
Professional Advisory Services
Florida
$420K – – –
SOW
1070
State of Wyoming
Wyoming
$418K -$432K -1,529 -50%
SIM
1071
Stratos Investment Management
Ohio
$416K +$103K +363 +32%
WAP
1072
Wealthcare Advisory Partners
Pennsylvania
$415K -$66.1K -234 -13%
ONB
1073
Old National Bancorp
Indiana
$415K +$190K +673 +81%
WBG
1074
Wharton Business Group
Pennsylvania
$414K -$2.83K -10 -0.7%
VIP
1075
Viewpoint Investment Partners
Alberta, Canada
$414K +$56.5K +200 +15%