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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
451
Congress Park Capital
New York
$940K – – –
FA
452
FDx Advisors
Illinois
$937K +$140K +824 +19%
ESB
453
Essex Savings Bank
Connecticut
$935K -$509 -3 -0.1%
CWM
454
CIBC World Markets
New York
$932K -$506K -2,982 -37%
CAN
455
Cetera Advisor Networks
California
$932K +$210K +1,239 +32%
BC
456
Bartlett & Co
Ohio
$920K -$73.8K -435 -8%
BCWM
457
Bartlett & Co Wealth Management
Ohio
$920K -$73.8K -435 -8%
Kayne Anderson Rudnick Investment Management
458
Kayne Anderson Rudnick Investment Management
California
$908K – – –
NSEDCP
459
NJ State Employees Deferred Compensation Plan
New Jersey
$908K – – –
EMG
460
ETF Managers Group
New Jersey
$904K +$40.2K +237 +5%
VA
461
Valmark Advisers
Ohio
$875K -$4.41K -26 -0.5%
DI
462
Diligent Investors
California
$874K -$137K -810 -14%
FB
463
Fulton Bank
Pennsylvania
$874K +$9.84K +58 +1%
SAM
464
Shell Asset Management
Netherlands
$874K +$817K +4,812 New
PG
465
Patten Group
Tennessee
$869K – – –
BWP
466
BSW Wealth Partners
Colorado
$867K +$573K +3,377 +242%
MWM
467
Minot Wealth Management
Massachusetts
$866K +$214K +1,260 +36%
CTFG
468
Capstone Triton Financial Group
Oklahoma
$855K +$70.4K +415 +10%
PFO
469
Pathstone Family Office
New Jersey
$852K +$17.5K +103 +2%
SIC
470
Salem Investment Counselors
North Carolina
$848K – – –
PR
471
Payden & Rygel
California
$841K -$105K -620 -12%
O
472
Ossiam
France
$841K +$74K +436 +10%
VI
473
Versor Investments
New York
$835K – – –
BC
474
Brookfield Corp
Ontario, Canada
$826K -$20K -118 -3%
CWM
475
Chesapeake Wealth Management
Virginia
$826K +$339 +2 +0%