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Name Holding Trade Value Shares
Change
Change in
Stake
WFM
551
Wolff Financial Management
Michigan
$582K +$588K +3,775 New
APP
552
Avantax Planning Partners
Iowa
$579K +$342K +2,197 +141%
DJSG
553
D.J. St. Germain
Massachusetts
$576K
BCM
554
Brookstone Capital Management
Illinois
$573K +$54.1K +347 +10%
HMS
555
Hanseatic Management Services
New Mexico
$572K +$578K +3,710 New
LMAM
556
Legg Mason Asset Management
Japan
$571K -$280K -1,800 -33%
CFGS
557
Concourse Financial Group Securities
Alabama
$571K +$227K +1,459 +65%
KCM
558
Kanawha Capital Management
Virginia
$570K
SFA
559
Sequoia Financial Advisors
Ohio
$561K
UCMOK
560
United Capital Management of KS
Kansas
$561K +$16K +103 +3%
CI
561
Conning Inc
Connecticut
$559K -$49.9K -320 -8%
ECAM
562
East Coast Asset Management
Massachusetts
$554K -$54.5K -350 -9%
IA
563
IFG Advisory
Georgia
$550K -$7.32K -47 -1%
6M
564
6 Meridian
Kansas
$547K -$6.23K -40 -1%
VFA
565
Voya Financial Advisors
Connecticut
$546K +$41.6K +267 +8%
SCM
566
Schnieders Capital Management
California
$542K -$7.79K -50 -1%
HTC
567
Haverford Trust Company
Pennsylvania
$540K
RA
568
RFG Advisory
Alabama
$539K +$93.5K +600 +21%
CAI
569
Capital Advisors Inc
Oklahoma
$535K +$541K +3,474 New
MERSOM
570
Municipal Employees' Retirement System of Michigan
Michigan
$529K +$534K +3,430 New
PP
571
Prudential plc
United Kingdom
$524K -$218K -1,400 -29%
FPB
572
First PREMIER Bank
South Dakota
$524K
EIA
573
Eldridge Investment Advisors
New Hampshire
$522K +$85.7K +550 +19%
TNB
574
Thomasville National Bank
Georgia
$520K
BBHC
575
Brown Brothers Harriman & Co
New York
$519K -$31.9K -205 -6%