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Name Holding Trade Value Shares
Change
Change in
Stake
FMB
651
Field & Main Bank
Kentucky
$568K +$5.69K +60 +1%
CC
652
Chicago Capital
Illinois
$567K – – –
HPWM
653
High Point Wealth Management
New Jersey
$565K +$579K +6,109 New
FCP
654
Fidelis Capital Partners
Florida
$563K +$125K +1,317 +28%
FCB
655
First County Bank
Connecticut
$563K -$17.7K -187 -3%
OAM
656
Oppenheimer Asset Management
New York
$561K +$15.8K +167 +3%
SGAM
657
Smith Group Asset Management
Texas
$555K – – –
WCA
658
Westover Capital Advisors
Delaware
$555K – – –
MWM
659
Manske Wealth Management
Texas
$548K -$23.7K -250 -4%
SDIC
660
South Dakota Investment Council
South Dakota
$545K +$560K +5,900 New
WCM
661
Whitener Capital Management
North Carolina
$542K – – –
JIR
662
James Investment Research
Ohio
$540K -$19.8K -209 -3%
N
663
Natixis
France
$539K -$3.33M -35,146 -86%
WP
664
Waycross Partners
Kentucky
$538K – – –
NAS
665
Nicolet Advisory Services
Wisconsin
$537K +$6.36K +67 +1%
DE
666
Diversified Enterprises
Delaware
$531K +$188K +1,984 +53%
ACM
667
Advisors Capital Management
New Jersey
$531K +$47.5K +501 +10%
FB
668
Fulton Bank
Pennsylvania
$531K +$20.3K +214 +4%
DC
669
Davenport & Co
Virginia
$528K +$114K +1,200 +27%
WIM
670
Westside Investment Management
California
$523K -$74.2K -782 -12%
FHC
671
First Heartland Consultants
Missouri
$523K -$27.7K -292 -5%
IWC
672
Integrated Wealth Concepts
Massachusetts
$523K -$494K -5,210 -48%
IA
673
IFG Advisory
Georgia
$519K -$6.54K -69 -1%
CI
674
Cherokee Insurance
Michigan
$518K – – –
AW
675
Alteri Wealth
California
$515K +$42.4K +447 +9%