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Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
551
L.J. Altfest & Co
New York
$419K – – –
MC
552
Montag & Caldwell
Georgia
$419K +$1.31K +44 +0.3%
PCOC
553
Power Corp of Canada
Canada
$416K +$466K +15,640 New
CAL
554
Capital Analysts LLC
Pennsylvania
$415K +$5.72K +192 +1%
HWMA
555
Heritage Wealth Management (Arizona)
Arizona
$410K +$19.5K +656 +4%
DBRC
556
D.B. Root & Company
Pennsylvania
$405K -$834 -28 -0.2%
MPPW
557
Mitchell & Pahl Private Wealth
Oklahoma
$405K +$26.3K +884 +6%
YIA
558
YHB Investment Advisors
Connecticut
$402K – – –
UB
559
UMB Bank
Missouri
$398K -$34.9K -1,172 -7%
ETIA
560
Epic Trust Investment Advisors
Washington
$395K +$442K +14,856 New
AWCI
561
Alpine Woods Capital Investors
New York
$394K +$83.4K +2,800 +23%
CAM
562
Cresset Asset Management
Illinois
$390K -$13.9K -468 -3%
Cerity Partners
563
Cerity Partners
New York
$381K +$22.6K +760 +6%
HNB
564
Huntington National Bank
Ohio
$380K +$197K +6,632 +87%
ST
565
Smithfield Trust
Pennsylvania
$379K – – –
CP
566
Covenant Partners
Tennessee
$375K – – –
EP
567
Edgestream Partners
New Jersey
$371K -$8.35M -280,468 -95%
GI
568
GAMCO Investors
Connecticut
$368K – – –
Northwestern Mutual Wealth Management
569
Northwestern Mutual Wealth Management
Wisconsin
$367K +$61.2K +2,056 +18%
AWM
570
AE Wealth Management
Kansas
$364K +$7.74K +260 +2%
SIM
571
Studio Investment Management
Illinois
$358K -$3.57K -120 -0.9%
S
572
SignatureFD
Georgia
$357K -$70.1K -2,356 -15%
IA
573
IFP Advisors
Florida
$355K +$35.1K +1,180 +5%
CT
574
Chicago Trust
Illinois
$352K – – –
CWM
575
CIBC World Markets
New York
$345K -$2.97M -99,692 -88%