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Name Holding Trade Value Shares
Change
Change in
Stake
NVIM
1326
New Vernon Investment Management
Illinois
$477K
Jones Financial Companies
1327
Jones Financial Companies
Missouri
$477K +$31K +499 +7%
APG
1328
Abacus Planning Group
South Carolina
$476K -$8.09K -130 -2%
VFP
1329
Verus Financial Partners
Virginia
$476K +$508K +8,158 New
WJWM
1330
Williams Jones Wealth Management
New York
$474K -$259K -4,164 -34%
CBB
1331
Citizens Business Bank
California
$473K
RIM
1332
Rampart Investment Management
Connecticut
$472K -$2.11M -33,955 -81%
AWM
1333
Aries Wealth Management
Maine
$471K -$82.6K -1,327 -14%
PPP
1334
Private Portfolio Partners
New Jersey
$470K +$25K +402 +5%
FMBTD
1335
First Midwest Bank Trust Division
Illinois
$470K -$124 -2 -0%
IWC
1336
Integrated Wealth Concepts
Massachusetts
$469K +$53.6K +862 +12%
MCM
1337
Maryland Capital Management
Maryland
$469K +$112K +1,804 +29%
GCC
1338
Game Creek Capital
Massachusetts
$467K -$498K -8,000 -50%
LFAS
1339
Level Four Advisory Services
Texas
$465K -$138K -2,220 -22%
DIM
1340
DC Investments Management
Virginia
$465K -$15.1K -242 -3%
PI
1341
Pettee Investors
Connecticut
$465K
FWCM
1342
Ferguson Wellman Capital Management
Oregon
$465K +$495K +7,958 New
WIM
1343
Westside Investment Management
California
$464K +$979K +15,726 +36%
FNFDCM
1344
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$464K
CG
1345
Cutler Group
California
$463K +$5.79K +93 +1%
EAM
1346
Eagle Asset Management
Florida
$462K -$11.1K -178 -2%
WC
1347
Westhampton Capital
North Carolina
$462K
AWM
1348
Altium Wealth Management
New York
$461K -$104K -1,665 -17%
CGL
1349
Clarius Group LLC
Washington
$460K -$426K -6,853 -46%
CPA
1350
Clear Perspective Advisors
Illinois
$458K -$622 -10 -0.2%