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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
451
HB Wealth Management
Georgia
$617K +$28.6K +215 +5%
CSPIA
452
Cary Street Partners Investment Advisory
Virginia
$613K -$19.9K -150 -3%
VA
453
Valmark Advisers
Ohio
$612K -$41.3K -311 -6%
CI
454
CX Institutional
Indiana
$611K +$53.8K +405 +10%
MGP
455
Metis Global Partners
California
$608K +$312K +2,349 +110%
BFM
456
Boothbay Fund Management
New York
$607K +$596K +4,484 New
KIA
457
KCM Investment Advisors
California
$601K – – –
NMIMC
458
Northwestern Mutual Investment Management Company
Wisconsin
$596K -$124K -934 -18%
WEPOG
459
Wealth Enhancement & Preservation of GA
Georgia
$594K +$135K +1,018 +30%
FCCM
460
First City Capital Management
Georgia
$592K -$30.6K -230 -5%
APC
461
Aspire Private Capital
North Carolina
$587K +$24.3K +183 +4%
P
462
Pitcairn
Pennsylvania
$581K -$19.7K -148 -3%
RWA
463
Ropes Wealth Advisors
Massachusetts
$579K +$11.8K +89 +2%
WS
464
Wedbush Securities
California
$573K -$40.8K -307 -7%
GPA
465
Guerra Pan Advisors
New Jersey
$571K – – –
DGAM
466
Desjardins Global Asset Management
Quebec, Canada
$570K +$11.6K +87 +2%
ONB
467
Old National Bancorp
Indiana
$569K -$168K -1,267 -23%
AIM
468
Anchor Investment Management
South Carolina
$568K – – –
PMA
469
Prudent Man Advisors
Illinois
$568K +$1.06K +8 +0.2%
CANY
470
Caxton Associates (New York)
New York
$565K -$30.3K -228 -5%
BFS
471
Bradley Foster & Sargent
Connecticut
$564K -$45.7K -344 -8%
CC
472
Centiva Capital
New York
$562K +$551K +4,151 New
TH
473
TCTC Holdings
Texas
$555K – – –
FB
474
Fulton Bank
Pennsylvania
$555K +$398 +3 +0.1%
V
475
Veritable
Delaware
$553K +$28.6K +215 +6%
17 18
19
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