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Name Holding Trade Value Shares
Change
Change in
Stake
CA
676
Cetera Advisors
Colorado
$860K +$207K +828 +33%
AIC
677
Argus Investors Counsel
New York
$860K +$829K +3,320 New
GIA
678
Guyasuta Investment Advisors
Pennsylvania
$854K
CT
679
Coastline Trust
Rhode Island
$852K -$87.4K -350 -10%
V
680
Veritable
Delaware
$847K +$3.25K +13 +0.4%
WWM
681
Windsor Wealth Management
Indiana
$846K +$164K +657 +25%
TLFA
682
True Link Financial Advisors
California
$842K -$38.5K -154 -5%
SYBT
683
Stock Yards Bank & Trust
Kentucky
$836K +$386K +1,547 +92%
EWM
684
Empirical Wealth Management
Washington
$835K -$250K -999 -24%
KPWS
685
Kestra Private Wealth Services
Texas
$835K +$86.2K +345 +12%
NICM
686
Neo Ivy Capital Management
New York
$835K +$805K +3,222 New
AF
687
Advisornet Financial
Minnesota
$829K +$26.5K +106 +3%
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$824K
CBT
689
Central Bank & Trust
Kentucky
$818K -$30.7K -123 -4%
PCA
690
Peddock Capital Advisors
Massachusetts
$811K +$40K +160 +5%
CI Investments Inc
691
CI Investments Inc
Ontario, Canada
$808K -$309K -1,237 -28%
HSA
692
HBK Sorce Advisory
Pennsylvania
$801K +$25.7K +103 +3%
SWP
693
Stratos Wealth Partners
Ohio
$800K +$10.2K +41 +1%
FCCM
694
First City Capital Management
Georgia
$791K +$250 +1 +0%
ANBT
695
American National Bank & Trust
Texas
$790K -$78.7K -315 -9%
MCA
696
Morris Capital Advisors
Pennsylvania
$786K -$69.7K -279 -8%
MS
697
Madden Securities
Texas
$785K -$27.5K -110 -4%
KFA
698
Krane Funds Advisors
New York
$785K +$130K +521 +21%
CMANY
699
Capital Management Associates (New York)
New York
$777K
SI
700
Symmetry Investments
Jersey
$777K +$749K +3,000 New