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Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
701
H&H Retirement Design & Management
Nevada
$555K -$26.2K -113 -4%
FMC
702
First Merchants Corp
Indiana
$555K -$162K -700 -22%
EWM
703
Evercore Wealth Management
New York
$554K +$5.79K +25 +1%
VVP
704
Venture Visionary Partners
Ohio
$550K +$36.1K +156 +7%
CIC
705
Cutler Investment Counsel
Oregon
$550K
RGC
706
Roberts, Glore & Co
Illinois
$547K -$39.8K -172 -7%
CPBTD
707
Central Pacific Bank - Trust Division
Hawaii
$545K +$250K +1,080 +81%
JAG
708
Journey Advisory Group
Kentucky
$543K -$20.6K -89 -4%
Nomura Holdings
709
Nomura Holdings
Japan
$540K +$249K +1,074 +81%
MA
710
MJP Associates
Connecticut
$534K +$16.9K +73 +3%
SGAM
711
Smith Group Asset Management
Texas
$529K +$176K +760 +48%
AIM
712
Anchor Investment Management
South Carolina
$529K +$21.8K +94 +4%
PTC
713
Petrus Trust Company
Texas
$528K
ACM
714
Advisors Capital Management
New Jersey
$526K +$32.2K +139 +6%
GM
715
GeoWealth Management
Illinois
$524K +$203K +877 +61%
NP
716
NorthRock Partners
Minnesota
$523K +$36.1K +156 +7%
TLFA
717
True Link Financial Advisors
California
$518K -$4.4K -19 -0.8%
SACTSONJ
718
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$518K
WB
719
WesBanco Bank
West Virginia
$517K -$8.34K -36 -2%
AWA
720
Arete Wealth Advisors
Illinois
$517K +$532K +2,299 New
UAML
721
US Asset Management LLC
Pennsylvania
$509K -$10.2K -44 -2%
KWM
722
Kingsview Wealth Management
Oregon
$508K -$127K -550 -20%
ACM
723
Allred Capital Management
Texas
$506K -$463 -2 -0.1%
SLWA
724
San Luis Wealth Advisors
California
$503K +$516K +2,230 New
CCA
725
Checchi Capital Advisers
California
$499K +$11.1K +48 +2%