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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
601
9258 Wealth Management
Ohio
$740K +$150K +1,204 +24%
HCM
602
Hengehold Capital Management
Ohio
$737K – – –
TC
603
Toews Corporation
New Jersey
$722K +$747K +6,000 New
BTWM
604
Baker Tilly Wealth Management
Wisconsin
$721K +$10.5K +84 +1%
S
605
SignatureFD
Georgia
$720K +$62.2K +500 +9%
BFG
606
Bleakley Financial Group
New Jersey
$712K -$92.6K -744 -11%
SS
607
Simplicity Solutions
Minnesota
$712K -$92.1K -740 -11%
LCM
608
LVM Capital Management
Michigan
$710K -$47.3K -380 -6%
VEA
609
Virtus ETF Advisers
New York
$708K -$107K -856 -13%
CB
610
CNB Bank
Pennsylvania
$700K +$75.7K +608 +12%
WFC
611
Western Financial Corp
California
$697K -$30.4K -244 -4%
HFM
612
Harvest Fund Management
China
$695K +$215K +1,728 +43%
CM
613
Columbus Macro
Pennsylvania
$691K -$12.9K -104 -2%
RBFC
614
Roman Butler Fullerton & Co
Missouri
$685K -$160K -1,284 -19%
PA
615
Parallel Advisors
California
$675K +$20.9K +168 +3%
AFM
616
Abbot Financial Management
Massachusetts
$673K – – –
HFAS
617
Hummer Financial Advisory Services
Illinois
$673K – – –
CIA
618
Choate Investment Advisors
Massachusetts
$671K +$695K +5,580 New
CFB
619
Cullen/Frost Bankers
Texas
$669K -$996 -8 -0.1%
FAM
620
Formidable Asset Management
Ohio
$666K – – –
CG
621
Colony Group
Massachusetts
$664K -$14.9K -120 -2%
First Manhattan
622
First Manhattan
New York
$661K -$5.98K -48 -0.9%
SSW
623
Smith Shellnut Wilson
Mississippi
$661K – – –
Nomura Holdings
624
Nomura Holdings
Japan
$660K -$442K -3,552 -39%
WI
625
Wahed Invest
New York
$659K +$62.2K +500 +10%