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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
626
InTrack Investment Management
Vermont
$1.23M +$245K +1,534 +26%
SIC
627
Salem Investment Counselors
North Carolina
$1.22M +$182K +1,140 +16%
FG
628
Fiduciary Group
Georgia
$1.22M -$7.19K -45 -0.6%
OPTFSNA
629
Old Point Trust & Financial Services N A
Virginia
$1.2M -$47.9K -300 -4%
MYIA
630
Mount Yale Investment Advisors
Colorado
$1.2M +$309K +1,936 +32%
FBC
631
Fairfield, Bush & Co
Connecticut
$1.19M +$1.28M +8,000 New
ABTD
632
Arvest Bank Trust Division
Oklahoma
$1.19M +$300K +1,875 +31%
FCH
633
Freestone Capital Holdings
Washington
$1.19M +$596K +3,727 +88%
EP
634
Edgestream Partners
New Jersey
$1.18M +$1.26M +7,884 New
PA
635
PFG Advisors
Arizona
$1.17M +$13.3K +83 +1%
BFEC
636
Benjamin F. Edwards & Company
Missouri
$1.14M +$16.5K +103 +1%
ADL
637
Asset Dedication LLC
California
$1.14M +$77.8K +487 +7%
DCM
638
Dupont Capital Management
Delaware
$1.14M -$579K -3,626 -32%
VVP
639
Venture Visionary Partners
Ohio
$1.14M +$72.1K +451 +6%
HAG
640
HighPoint Advisor Group
Illinois
$1.14M +$73.7K +461 +6%
SAM
641
Sawgrass Asset Management
Florida
$1.13M +$8.31K +52 +0.7%
PTC
642
Private Trust Company
Ohio
$1.12M +$77.8K +487 +7%
CPA
643
Court Place Advisors
Maryland
$1.12M -$71.9K -450 -6%
LC
644
LCNB Corp
Ohio
$1.12M -$23.8K -149 -2%
SW
645
SVB Wealth
Massachusetts
$1.12M +$70.3K +440 +6%
KWM
646
Keebeck Wealth Management
Illinois
$1.11M
IFWM
647
Institute for Wealth Management
Colorado
$1.09M +$160 +1 +0%
TW
648
TrinityPoint Wealth
Connecticut
$1.09M +$36.1K +226 +3%
FMLI
649
Fukoku Mutual Life Insurance
Japan
$1.07M
BIM
650
Baldwin Investment Management
Pennsylvania
$1.06M -$80.7K -505 -7%