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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1351
Wintrust Investments
Illinois
$570K -$241K -5,701 -26%
AM
1352
Atwater Malick
Pennsylvania
$570K +$727K +17,230 New
PIA
1353
Pinion Investment Advisors
Kansas
$569K +$115K +2,732 +20%
RMC
1354
Regis Management Company
California
$568K
UH
1355
Unigestion Holding
Switzerland
$566K +$694K +16,461 New
GIM
1356
Goelzer Investment Management
Indiana
$564K -$45.4K -1,077 -6%
NIM
1357
NuWave Investment Management
New Jersey
$563K +$137K +3,257 +25%
ACM
1358
Atlanta Capital Management
Georgia
$561K -$54.6M -1,293,428 -99%
BCM
1359
BTR Capital Management
California
$559K +$175K +4,140 +34%
NAM
1360
North American Management
Massachusetts
$558K
CFS
1361
CRA Financial Services
New Jersey
$558K +$107K +2,533 +18%
GAM
1362
Griffin Asset Management
New York
$557K -$3K -71 -0.4%
CAM
1363
Cozad Asset Management
Illinois
$556K +$21.9K +520 +3%
EWM
1364
Empirical Wealth Management
Washington
$553K +$113K +2,687 +20%
PCS
1365
Personal CFO Solutions
New Jersey
$552K +$3.33K +79 +0.5%
VCA
1366
Verdence Capital Advisors
Maryland
$549K -$1.1K -26 -0.2%
SB
1367
Simmons Bank
Arkansas
$549K +$4.22K +100 +0.6%
TPWA
1368
TRUE Private Wealth Advisors
Oregon
$545K -$1.2M -28,449 -64%
MFG
1369
Merit Financial Group
Georgia
$544K -$41.4K -982 -6%
SW
1370
SkyOak Wealth
Michigan
$544K -$253 -6 -0%
OBGC
1371
O'Brien Greene & Co
Pennsylvania
$541K
FFS
1372
Founders Financial Securities
Maryland
$540K +$98.3K +2,329 +17%
CIAS
1373
Capital Investment Advisory Services
North Carolina
$534K -$39.4K -933 -6%
BOH
1374
Bank of Hawaii
Hawaii
$532K -$193K -4,585 -23%
MIC
1375
Means Investment Company
Maine
$532K +$2.28K +54 +0.4%