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Name Holding Trade Value Shares
Change
Change in
Stake
CMANY
676
Capital Management Associates (New York)
New York
$477K – – –
SC
677
Savant Capital
Illinois
$474K +$22.1K +1,760 +5%
CBU
678
CIBC Bank USA
Illinois
$472K +$28.1K +2,236 +7%
KF
679
Krilogy Financial
Missouri
$472K +$440K +34,951 New
TCOV
680
Trust Company of Vermont
Vermont
$468K – – –
JWBC
681
J.W. Burns & Co
New York
$464K -$1.14M -90,902 -73%
DA
682
Denali Advisors
California
$463K – – –
SFWA
683
Summit Financial Wealth Advisors
Louisiana
$456K -$100K -7,980 -19%
WA
684
WFG Advisors
Texas
$454K -$7.9K -628 -2%
ACI
685
Advance Capital I
Michigan
$452K +$118K +9,400 +39%
BC
686
Barnett & Company
Tennessee
$451K – – –
SKK
687
Shepherd Kaplan Krochuk
Massachusetts
$451K +$1.82K +145 +0.4%
SLG
688
Stanley-Laman Group
Pennsylvania
$450K -$123K -9,743 -23%
LPT
689
Legacy Private Trust
Wisconsin
$445K -$27.7K -2,200 -6%
PG
690
PEAK6 Group
Illinois
$440K -$1.28M -101,762 -76%
NSAM
691
North Star Asset Management
Wisconsin
$439K +$6.29K +500 +2%
CONA
692
Capital One National Association
New York
$437K +$16.2K +1,290 +4%
ClearBridge Investments
693
ClearBridge Investments
New York
$436K -$93.8K -7,452 -19%
NFG
694
Nations Financial Group
Iowa
$435K +$39.5K +3,138 +11%
CWM
695
Confluence Wealth Management
Oregon
$432K -$167K -13,236 -29%
CIC
696
Carnegie Investment Counsel
Ohio
$429K +$6.59K +524 +2%
FWM
697
Focused Wealth Management
New York
$429K +$333K +26,480 +498%
DWM
698
Dorchester Wealth Management
Quebec, Canada
$423K -$31.5K -2,500 -7%
SGCA
699
Steel Grove Capital Advisors
Tennessee
$418K +$390K +30,975 New
MYAM
700
Meiji Yasuda Asset Management
Japan
$416K -$92.3K -7,340 -19%