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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
551
Bartlett & Co Wealth Management
Ohio
$1.09M -$39K -200 -4%
NMIMC
552
Northwestern Mutual Investment Management Company
Wisconsin
$1.08M +$2.93K +15 +0.3%
EF
553
Empowered Funds
Pennsylvania
$1.08M +$128K +658 +14%
SFP
554
Shepherd Financial Partners
Massachusetts
$1.08M +$390 +2 +0%
BC
555
Bartlett & Co
Ohio
$1.08M -$39K -200 -4%
SIA
556
Schear Investment Advisers
Ohio
$1.07M -$12.1K -62 -1%
CG
557
Caprock Group
Idaho
$1.06M +$47.2K +242 +5%
GT
558
Greenleaf Trust
Michigan
$1.06M +$36.1K +185 +4%
RGF
559
Retirement Guys Formula
Ohio
$1.05M +$56.6K +290 +6%
XF
560
XML Financial
Maryland
$1.04M +$4.68K +24 +0.5%
FB
561
Fulton Bank
Pennsylvania
$1.04M +$9.95K +51 +1%
VWM
562
Venturi Wealth Management
Texas
$1.03M -$72.4K -371 -7%
CMI
563
Clare Market Investments
Texas
$1.03M
GFL
564
Granite FO LLC
New Hampshire
$1.03M
UBG
565
United Bank (Georgia)
Georgia
$1.02M +$41.6K +213 +4%
LTAS
566
Linden Thomas Advisory Services
North Carolina
$1.02M +$114K +583 +13%
BB
567
Busey Bank
Illinois
$1M -$35.7K -183 -4%
Vontobel Holding
568
Vontobel Holding
Switzerland
$1M +$134K +687 +16%
FIM
569
Freedom Investment Management
Connecticut
$993K -$28.3K -145 -3%
OAM
570
Oak Asset Management
California
$990K
GIS
571
Grayhawk Investment Strategies
Alberta, Canada
$987K +$938K +4,805 New
BCM
572
Brookstone Capital Management
Illinois
$983K -$50.9K -261 -5%
CIA
573
Cape Investment Advisory
Georgia
$965K +$6.25K +32 +0.7%
AWM
574
Apollon Wealth Management
South Carolina
$956K +$92.3K +473 +11%
CastleKeep Investment Advisors
575
CastleKeep Investment Advisors
Connecticut
$947K +$900K +4,613 New