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Name Holding Trade Value Shares
Change
Change in
Stake
Oppenheimer Asset Management
751
Oppenheimer Asset Management
New York
$672K -$39.8K -175 -6%
Glenview Trust
752
Glenview Trust
Kentucky
$670K +$5.91K +26 +0.9%
TPWM
753
Twelve Points Wealth Management
Massachusetts
$667K +$26.6K +117 +4%
CF
754
Copperwynd Financial
Arizona
$666K +$15.9K +70 +3%
KLCM
755
KG&L Capital Management
Louisiana
$663K +$630K +2,770 New
Farmers & Merchants Investments Inc
756
Farmers & Merchants Investments Inc
Nebraska
$660K – – –
Global Retirement Partners
757
Global Retirement Partners
California
$660K +$234K +1,030 +58%
Whittier Trust
758
Whittier Trust
California
$652K -$5.91K -26 -0.9%
CCA
759
Checchi Capital Advisers
California
$652K +$38K +167 +7%
CIM
760
CIM Investment Management
Pennsylvania
$650K – – –
VEA
761
Virtus ETF Advisers
New York
$647K -$42.1K -185 -6%
Alberta Investment Management Corp (AIMCo)
762
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$647K – – –
TA
763
Tectonic Advisors
Texas
$645K +$37.3K +164 +6%
MS
764
Madden Securities
Texas
$641K – – –
SCA
765
Snowden Capital Advisors
New York
$640K +$7.05K +31 +1%
Waverly Advisors
766
Waverly Advisors
Alabama
$640K +$13.6K +60 +2%
CAM
767
Cypress Asset Management
Texas
$639K -$46.8K -206 -7%
Concurrent Investment Advisors
768
Concurrent Investment Advisors
Florida
$630K +$598K +2,632 New
CoreCap Advisors
769
CoreCap Advisors
Michigan
$628K +$59.8K +263 +11%
UMB Bank
770
UMB Bank
Missouri
$627K -$1.36K -6 -0.2%
JWCA
771
J.W. Cole Advisors
Florida
$626K +$594K +2,615 New
ESB
772
Essex Savings Bank
Connecticut
$626K +$166K +731 +39%
BFA
773
Beacon Financial Advisory
Ohio
$624K +$2.5K +11 +0.4%
MFG
774
MidWestOne Financial Group
Iowa
$616K -$6.82K -30 -1%
Venture Visionary Partners
775
Venture Visionary Partners
Ohio
$615K +$70.5K +310 +14%