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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
601
J.W. Coons Advisors
Ohio
$322K – – –
CG
602
Caprock Group
Idaho
$321K +$12.5K +85 +4%
CG
603
Colony Group
Massachusetts
$320K +$9.84K +67 +3%
OHWA
604
Oak Hill Wealth Advisors
Virginia
$319K – – –
AIMCA
605
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$319K +$308K +2,100 New
MFG
606
Merit Financial Group
Georgia
$315K – – –
CAM
607
Cresset Asset Management
Illinois
$312K +$302K +2,056 New
SCG
608
Sonata Capital Group
Washington
$312K – – –
CA
609
Cullinan Associates
Kentucky
$304K -$87.1K -593 -23%
PWP
610
Principle Wealth Partners
Connecticut
$304K – – –
HCM
611
Hengehold Capital Management
Ohio
$301K – – –
HWA
612
Heritage Wealth Advisors
Virginia
$301K – – –
SIA
613
Schechter Investment Advisors
Michigan
$301K +$6.61K +45 +2%
MYIA
614
Mount Yale Investment Advisors
Colorado
$297K +$7.05K +48 +3%
RIG
615
Renaissance Investment Group
Massachusetts
$296K – – –
SPC
616
Stewart & Patten Company
California
$296K – – –
WB
617
WesBanco Bank
West Virginia
$296K -$1.47K -10 -0.5%
PGA
618
Portland Global Advisors
Maine
$296K – – –
SWM
619
Spire Wealth Management
Virginia
$291K +$103K +705 +58%
QT
620
Quantbot Technologies
New York
$291K +$281K +1,915 New
WB
621
Webster Bank
Connecticut
$289K – – –
CWM
622
Compass Wealth Management
Connecticut
$288K – – –
VVP
623
Venture Visionary Partners
Ohio
$286K +$42.4K +289 +18%
MKC
624
M. Kraus & Co
Vermont
$285K – – –
BBHC
625
Brown Brothers Harriman & Co
New York
$284K -$1.17K -8 -0.4%