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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1501
Capital Counsel
New York
$569K +$18.2K +560 +3%
CFA
1502
Cahill Financial Advisors
Minnesota
$568K +$65 +2 +0%
CFA
1503
Camarda Financial Advisors
Florida
$566K -$66.6K -2,044 -10%
RBC
1504
Ronald Blue & Co
Georgia
$561K +$1.86K +57 +0.3%
TAM
1505
Taylor Asset Management
Ontario, Canada
$560K – – –
NWP
1506
Northstar Wealth Partners
Connecticut
$560K +$7.79K +239 +1%
RIG
1507
Renaissance Investment Group
Massachusetts
$556K – – –
PMFA
1508
Plante Moran Financial Advisors
Michigan
$553K -$14.8K -455 -3%
ICM
1509
IMS Capital Management
Oregon
$552K +$361K +11,079 +169%
AGA
1510
Accuvest Global Advisors
Utah
$552K +$575K +17,648 New
WA1
1511
Wimmer Associates 1
California
$550K +$3.97K +122 +0.7%
RTS
1512
Round Table Services
New Jersey
$547K -$5.86K -180 -1%
DAM
1513
Delta Asset Management
Tennessee
$547K +$2.35K +72 +0.4%
NCM
1514
Neumann Capital Management
California
$545K – – –
UF
1515
Univest Financial
Pennsylvania
$545K +$28.2K +867 +5%
IFB
1516
iAB Financial Bank
Indiana
$544K +$9.51K +292 +2%
VWA
1517
V Wealth Advisors
Kansas
$542K -$170K -5,221 -23%
GC
1518
Gilbert & Cook
Iowa
$542K +$276K +8,472 +96%
CIM
1519
Cetera Investment Management
California
$541K -$470K -14,417 -46%
LOAMS
1520
Lombard Odier Asset Management (Switzerland)
Switzerland
$539K – – –
HH
1521
Hilltop Holdings
Texas
$538K +$188K +5,783 +51%
AIM
1522
Aspen Investment Management
Michigan
$532K +$9.77K +300 +2%
CAM
1523
Cypress Asset Management
Texas
$529K -$11.4K -350 -2%
FA
1524
FCG Advisors
New Jersey
$529K +$46.1K +1,415 +9%
Carson Wealth (CWM LLC)
1525
Carson Wealth (CWM LLC)
Nebraska
$528K -$42.9K -1,318 -7%