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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
676
KerberRose Wealth Management
Wisconsin
$398K +$429K +15,936 New
CBT
677
Central Bank & Trust
Kentucky
$397K -$115K -4,274 -21%
OC
678
Oarsman Capital
Wisconsin
$397K
MWM
679
Meridian Wealth Management
Kentucky
$397K +$429K +15,908 New
GWM
680
GDS Wealth Management
Texas
$396K
WS
681
Wedbush Securities
California
$395K -$13.4K -498 -3%
UCFA
682
United Capital Financial Advisors
Texas
$395K +$20.9K +776 +5%
PNC
683
Park National Corp
Ohio
$394K -$13.3K -492 -3%
DA
684
DCM Advisors
New York
$393K +$46K +1,708 +12%
JFA
685
JNBA Financial Advisors
Minnesota
$391K
THWM
686
Taylor Hoffman Wealth Management
Virginia
$390K
RP
687
Rowlandmiller & Partners
Georgia
$389K +$34.2K +1,270 +9%
BFM
688
Boothbay Fund Management
New York
$387K +$418K +15,522 New
HCM
689
Hengehold Capital Management
Ohio
$386K
Cerity Partners
690
Cerity Partners
New York
$385K +$94.1K +3,492 +29%
QT
691
Quantamental Technologies
New York
$384K +$415K +15,392 New
PCIA
692
Prime Capital Investment Advisors
Kansas
$383K -$2.17M -80,508 -84%
GIM
693
Goelzer Investment Management
Indiana
$383K +$59.4K +2,206 +17%
WPW
694
Waldron Private Wealth
Pennsylvania
$382K +$3.88K +144 +0.9%
ST
695
Smithfield Trust
Pennsylvania
$375K -$5.39K -200 -1%
RC
696
RegentAtlantic Capital
New Jersey
$373K +$14.8K +548 +4%
CCA
697
Checchi Capital Advisers
California
$372K +$126K +4,686 +48%
ClearBridge Investments
698
ClearBridge Investments
New York
$371K -$18.8K -696 -4%
BFA
699
Beaumont Financial Advisors
Massachusetts
$371K
BP
700
Ballentine Partners
Massachusetts
$371K +$916 +34 +0.2%