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Name Holding Trade Value Shares
Change
Change in
Stake
NBG
1401
Nancy B. Gardiner
$607K
SYBT
1402
Stock Yards Bank & Trust
Kentucky
$604K -$6.23K -140 -1%
SRC
1403
Sage Rhino Capital
California
$604K +$1.02K +23 +0.2%
FI
1404
FormulaFolio Investments
Michigan
$603K +$28.9K +650 +5%
EWM
1405
Empirical Wealth Management
Washington
$602K -$71.2K -1,600 -11%
FFS
1406
Founders Financial Securities
Maryland
$602K +$102K +2,282 +21%
GLI
1407
Guardian Life Insurance
New York
$601K +$4.27K +96 +0.7%
VCAM
1408
Van Cleef Asset Management
Ohio
$598K
GT
1409
Glenview Trust
Kentucky
$596K -$144K -3,235 -20%
JCM
1410
Jag Capital Management
Missouri
$596K +$15K +337 +3%
CPA
1411
Court Place Advisors
Maryland
$594K
FFWA
1412
FRG Family Wealth Advisors
Washington
$592K
NIM
1413
NuWave Investment Management
New Jersey
$590K -$61.6K -1,383 -10%
NNP
1414
Nachman Norwood & Parrott
South Carolina
$587K
WP
1415
WealthSource Partners
California
$587K +$91.7K +2,061 +19%
MG
1416
Mather Group
Illinois
$582K +$576K +12,942 New
ZCI
1417
Zevenbergen Capital Investments
Washington
$579K +$40.7K +915 +8%
MPPLM
1418
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$577K +$85.8K +1,927 +18%
BMC
1419
Beaton Management Company
Massachusetts
$576K
EWA
1420
Exencial Wealth Advisors
Oklahoma
$576K +$9.48K +213 +2%
LOPW
1421
Live Oak Private Wealth
North Carolina
$576K +$571K +12,819 New
AC
1422
Avestar Capital
New York
$574K -$2.27K -51 -0.4%
SWM
1423
Segment Wealth Management
Texas
$569K +$563K +12,645 New
PCMI
1424
Paradigm Capital Management Inc
New York
$567K
PPP
1425
Private Portfolio Partners
New Jersey
$567K +$9.97K +224 +2%