Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
651
Carson Wealth (CWM LLC)
Nebraska
$821K +$337K +6,642 +55%
AC
652
Allstate Corporation
Illinois
$820K -$70.9K -1,398 -7%
Marshall Wace
653
Marshall Wace
United Kingdom
$818K -$47.2M -931,010 -98%
IIM
654
InTrack Investment Management
Vermont
$812K +$369K +7,270 +65%
CHC
655
City Holding Co
West Virginia
$810K -$220K -4,343 -19%
KFA
656
Kelleher Financial Advisors
New York
$810K -$203K -4,003 -18%
S
657
Seeyond
France
$806K -$42.5K -838 -4%
HVP
658
Hudson Value Partners
Florida
$802K – – –
LWM
659
Laidlaw Wealth Management
New York
$801K -$197K -3,881 -18%
RIA
660
Regal Investment Advisors
Michigan
$799K +$1.93K +38 +0.2%
MCM
661
Mork Capital Management
California
$795K – – –
AII
662
AGF Investments Inc
Ontario, Canada
$793K – – –
CIM
663
CIM Investment Management
Pennsylvania
$792K – – –
CNC
664
Canandaigua National Corp
New York
$791K +$78.9K +1,557 +9%
PAWC
665
P.A.W. Capital
Connecticut
$791K +$101K +2,000 +13%
JIC
666
Johnson Investment Counsel
Ohio
$784K -$85.9K -1,695 -9%
BCM
667
Birmingham Capital Management
Alabama
$783K – – –
ASBI
668
American State Bank (Iowa)
Iowa
$781K +$35.5K +700 +4%
BPCA
669
Bank Pictet & Cie (Asia)
Singapore
$780K -$39.4K -778 -4%
CFB
670
Cullen/Frost Bankers
Texas
$779K -$22K -433 -2%
HFM
671
Hartford Financial Management
Connecticut
$778K +$3.4K +67 +0.4%
CIC
672
Carnegie Investment Counsel
Ohio
$777K +$126K +2,493 +16%
CWS
673
Confluence Wealth Services
Pennsylvania
$776K -$64.7K -1,277 -7%
ACM
674
AlphaCrest Capital Management
New York
$775K -$1.82M -35,862 -67%
SCA
675
Snowden Capital Advisors
New York
$771K -$221K -4,367 -20%