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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
SVA Wealth Management
Wisconsin
$953K +$692K +5,716 +225%
Envestnet Asset Management
327
Envestnet Asset Management
Illinois
$949K +$73.5K +607 +8%
MSS
328
Mitchell Sinkler & Starr
Pennsylvania
$946K -$10.4K -86 -1%
NERM
329
New England Research & Management
Illinois
$946K +$400K +3,300 +67%
FBT
330
Founders Bank & Trust
Michigan
$929K -$3.03K -25 -0.3%
GH
331
GAM Holding
Switzerland
$923K
HFS
332
HL Financial Services
Kentucky
$886K +$101K +835 +12%
LC
333
Lourd Capital
California
$884K +$2.91K +24 +0.3%
RBC
334
Ronald Blue & Co
Georgia
$878K -$93.5K -772 -9%
HPCM
335
High Pointe Capital Management
Illinois
$860K
NPC
336
National Planning Corporation
California
$854K -$163K -1,350 -15%
DIA
337
Denver Investment Advisors
Colorado
$846K +$48.4K +400 +6%
BO
338
BRR OpCo
Ohio
$833K -$29.1K -240 -3%
V
339
Veritable
Delaware
$821K +$65.6K +542 +8%
BAM
340
Burnham Asset Management
New York
$819K
WIC
341
Woodmont Investment Counsel
Tennessee
$818K -$77.6K -641 -8%
Geode Capital Management
342
Geode Capital Management
Massachusetts
$816K -$42.9K -354 -5%
FA
343
FDx Advisors
Illinois
$810K -$321K -2,648 -27%
NAM
344
Needelman Asset Management
California
$807K -$6.05K -50 -0.7%
PCM
345
Parsons Capital Management
Rhode Island
$797K -$242 -2 -0%
BONST
346
Bank of Nova Scotia Trust
Ontario, Canada
$790K +$13.3K +110 +2%
PMG
347
ProVise Management Group
Florida
$788K -$30.3K -250 -4%
MSU
348
Maple Securities USA
New Jersey
$788K +$54.4K +449 +7%
HCA
349
Harbour Capital Advisors
Virginia
$771K +$77.5K +640 +11%
Luther King Capital Management (LKCM)
350
Luther King Capital Management (LKCM)
Texas
$768K +$9.2K +76 +1%