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Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Claro Advisors
Massachusetts
$734K +$54.6K +364 +9%
PWP
527
Private Wealth Partners
California
$724K +$687K +4,578 New
IAMOG
528
Investors Asset Management of Georgia
Georgia
$723K -$7.5K -50 -1%
EIP
529
Epoch Investment Partners
New York
$717K -$14.4K -96 -2%
JWM
530
Jeppson Wealth Management
California
$714K -$36K -240 -5%
CI Investments Inc
531
CI Investments Inc
Ontario, Canada
$711K -$48.6K -324 -7%
BW
532
Bison Wealth
Georgia
$708K -$3K -20 -0.5%
YIH
533
Y-Intercept (HK)
Hong Kong
$708K +$671K +4,476 New
CB
534
CNB Bank
Pennsylvania
$705K +$46.2K +308 +7%
CHC
535
City Holding Co
West Virginia
$704K +$2.85K +19 +0.4%
HWM
536
HB Wealth Management
Georgia
$704K +$35.7K +238 +6%
IA
537
IFG Advisory
Georgia
$702K +$134K +892 +25%
KRSITF
538
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$695K -$2.85K -19 -0.4%
PTP
539
Platform Technology Partners
New York
$693K -$5.1K -34 -0.8%
CHJWM
540
Carlton Hofferkamp & Jenks Wealth Management
Texas
$690K -$6.9K -46 -1%
PNC
541
Park National Corp
Ohio
$689K -$90.6K -604 -12%
CT
542
Caldwell Trust
Florida
$689K -$1.5K -10 -0.2%
ETC
543
Exchange Traded Concepts
Oklahoma
$688K -$25.3K -169 -4%
CT
544
Cambridge Trust
Massachusetts
$687K -$31.5K -210 -5%
GIA
545
Gateway Investment Advisers
Ohio
$687K -$228K -1,521 -26%
HH
546
Hilltop Holdings
Texas
$686K -$21K -140 -3%
MBTD
547
Mechanics Bank - Trust Department
California
$684K
GWAM
548
Guardian Wealth Advisors (Minnesota)
Minnesota
$682K +$3.15K +21 +0.5%
IWM
549
IHT Wealth Management
Illinois
$682K -$21.4K -143 -3%
FBB
550
Fulton Breakefield Broenniman
Maryland
$681K -$13.9M -92,529 -96%