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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
501
Sentry Investment Management
Wisconsin
$609K -$736K -5,685 -56%
BCM
502
Bayesian Capital Management
New York
$607K +$583K +4,500 New
IFAM
503
Institutional & Family Asset Management
Colorado
$603K -$3.03M -23,426 -84%
CCM
504
Catawba Capital Management
Virginia
$603K -$7.77K -60 -1%
CC
505
Courier Capital
New York
$596K -$14.2K -110 -2%
EDRH
506
Edmond de Rothschild Holding
Switzerland
$592K +$434K +3,350 +322%
SSB
507
Sandy Spring Bank
Maryland
$588K -$9.71K -75 -2%
JFGIW
508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$586K +$21.8K +168 +4%
SCM
509
Schnieders Capital Management
California
$585K +$19.4K +150 +4%
FMWA
510
Forvis Mazars Wealth Advisors
Missouri
$584K -$25.6K -198 -4%
RCM
511
Radnor Capital Management
Pennsylvania
$584K
DY
512
Dowling & Yahnke
California
$583K +$22K +170 +4%
LNC
513
Lincoln National Corp
Pennsylvania
$579K -$2.46M -18,965 -82%
FNBOMD
514
First National Bank of Mount Dora
Florida
$579K +$1.29K +10 +0.2%
OIA
515
Optimum Investment Advisors
Illinois
$571K -$13K -100 -2%
MWM
516
Meridian Wealth Management
Kentucky
$571K +$549K +4,237 New
MIFH
517
Migdal Insurance & Financial Holdings
Israel
$568K -$111K -855 -17%
EFSCE
518
Enterprise Financial Services Corp (EFSC)
Missouri
$564K
HTC
519
Haverford Trust Company
Pennsylvania
$560K +$77.5K +598 +17%
IG
520
ING Group
Netherlands
$558K -$189K -1,461 -26%
Mariner
521
Mariner
Kansas
$558K +$213K +1,641 +66%
WA
522
Waverly Advisors
Alabama
$549K +$527K +4,070 New
NL
523
NWAM LLC
Washington
$548K +$62.4K +482 +13%
EA
524
Edge Advisors
Georgia
$543K -$14.5K -112 -3%
RA
525
RFG Advisory
Alabama
$543K +$232K +1,794 +80%