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Name Holding Trade Value Shares
Change
Change in
Stake
FMC
676
First Merchants Corp
Indiana
$636K -$50.2K -3,718 -8%
CH
677
Canton Hathaway
Rhode Island
$635K -$135K -9,996 -18%
WWM
678
Western Wealth Management
Colorado
$634K -$59.8K -4,436 -9%
IRP
679
Investment Research Partners
Pennsylvania
$630K +$35.3K +2,614 +6%
CW
680
CrossGen Wealth
North Carolina
$626K +$5.21K +386 +0.9%
MEAC
681
M.E. Allison & Co
Texas
$625K -$2.97K -220 -0.5%
Financial Engines Advisors
682
Financial Engines Advisors
California
$625K +$890 +66 +0.1%
CAMG
683
CWA Asset Management Group
Florida
$620K +$169K +12,537 +39%
SAM
684
Secure Asset Management
Michigan
$617K -$267K -19,790 -31%
7WCP
685
71 West Capital Partners
Massachusetts
$616K +$116K +8,623 +24%
AAA
686
American Alpha Advisors
New York
$615K +$11K +814 +2%
AAS
687
Annex Advisory Services
Wisconsin
$612K -$61.5K -4,561 -9%
JCM
688
Jacobi Capital Management
Pennsylvania
$611K +$4.41K +327 +0.7%
FA
689
Fiduciary Alliance
South Carolina
$611K -$10.7K -795 -2%
PA
690
Planning Alternatives
Michigan
$611K +$33.1K +2,452 +6%
AMIM
691
Aull & Monroe Investment Management
Alabama
$610K – – –
RIL
692
Rothschild Investment LLC
Illinois
$608K +$267K +19,824 +83%
BCP
693
Blue Chip Partners
Michigan
$608K -$42K -3,113 -7%
CA
694
Continuum Advisory
Idaho
$607K +$46.8K +3,466 +9%
CP
695
Camelot Portfolios
Ohio
$606K -$12.2K -907 -2%
PNC
696
Park National Corp
Ohio
$606K -$11.4K -843 -2%
IFWM
697
Institute for Wealth Management
Colorado
$605K -$863 -64 -0.1%
RSWM
698
Robertson Stephens Wealth Management
California
$604K -$3.63K -269 -0.6%
ACM
699
Advisors Capital Management
New Jersey
$600K +$26.1K +1,931 +5%
SIA
700
Soltis Investment Advisors
Utah
$600K -$116K -8,561 -17%