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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1101
Salem Investment Counselors
North Carolina
$337K – – –
SB
1102
Strategic Blueprint
Georgia
$336K -$28.1K -115 -8%
AG
1103
AIA Group
Hong Kong
$335K -$26.4K -108 -8%
CW
1104
CreativeOne Wealth
Kansas
$332K +$70.2K +287 +28%
LL
1105
LPWM LLC
Minnesota
$332K – – –
CMBA
1106
C.M. Bidwell & Associates
Hawaii
$331K +$3.67K +15 +1%
EFS
1107
Essex Financial Services
Connecticut
$330K -$46.7K -191 -13%
RWM
1108
Ritholtz Wealth Management
New York
$330K +$316K +1,292 New
BWM
1109
Bullock Wealth Management
Indiana
$329K +$15.9K +65 +5%
MFG
1110
Merit Financial Group
Georgia
$328K -$243K -993 -44%
BSHC
1111
Breed's Hill Capital
Massachusetts
$327K – – –
EWM
1112
Evermay Wealth Management
Virginia
$326K – – –
WB
1113
WesBanco Bank
West Virginia
$325K – – –
MPM
1114
MBB Public Markets
Illinois
$322K -$4.22M -17,230 -93%
RIG
1115
Renaissance Investment Group
Massachusetts
$321K – – –
GDP
1116
Great Diamond Partners
Maine
$320K -$110K -450 -26%
FCP
1117
Fidelis Capital Partners
Florida
$319K -$20.3K -83 -6%
CVA
1118
Central Valley Advisors
California
$319K +$306K +1,250 New
AWM
1119
Aprio Wealth Management
Georgia
$318K +$28.6K +117 +10%
CM
1120
Capital Management
Virginia
$317K – – –
SIM
1121
Sentry Investment Management
Wisconsin
$315K – – –
EAM
1122
Empirical Asset Management
Massachusetts
$314K +$245 +1 +0.1%
ABC
1123
Associated Banc-Corp
Wisconsin
$312K -$11.5K -47 -4%
Fisher Asset Management
1124
Fisher Asset Management
Washington
$311K +$8.56K +35 +3%
SSW
1125
Smith Shellnut Wilson
Mississippi
$310K – – –