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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
876
Private Trust Company
Ohio
$990K +$27.6K +93 +3%
KFGK
877
Keystone Financial Group (Kentucky)
Kentucky
$988K -$74.8K -252 -7%
CI Investments Inc
878
CI Investments Inc
Ontario, Canada
$985K +$383K +1,289 +64%
LFAS
879
Level Four Advisory Services
Texas
$983K +$35K +118 +4%
FTDI
880
First Trust Direct Indexing
Massachusetts
$982K +$167K +563 +21%
NFG
881
Nations Financial Group
Iowa
$977K +$76K +256 +8%
BA
882
Ballew Advisors
Mississippi
$976K +$968K +3,262 New
BMC
883
Beaton Management Company
Massachusetts
$970K +$178K +600 +23%
IWM
884
IHT Wealth Management
Illinois
$966K +$148K +499 +18%
LWPC
885
Legacy Wealth Partners (California)
California
$965K +$960K +3,236 New
MA
886
MUFG Americas
New York
$962K -$26.7K -90 -3%
WCM
887
Weik Capital Management
Pennsylvania
$958K -$29.7K -100 -3%
SDWIA
888
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$954K +$143K +481 +18%
HA
889
Harfst & Associates
Wyoming
$947K -$102K -345 -10%
FAIM
890
Financial Advocates Investment Management
Washington
$945K +$963K +3,245 New
SMH
891
Sanders Morris Harris
Texas
$943K – – –
TU
892
TDAM USA
Ontario, Canada
$938K -$11.6K -39 -1%
BG
893
Bollard Group
Massachusetts
$936K +$2.37K +8 +0.3%
FLPIM
894
F.L. Putnam Investment Management
Massachusetts
$908K -$2.97K -10 -0.3%
BHIA
895
Birch Hill Investment Advisors
Massachusetts
$908K – – –
CNAM
896
Campbell Newman Asset Management
Wisconsin
$905K -$151K -509 -14%
ANRIA
897
American National Registered Investment Advisor
Texas
$904K -$9.2K -31 -1%
S
898
SignatureFD
Georgia
$904K +$48.1K +162 +6%
SWM
899
Spire Wealth Management
Virginia
$901K -$129K -436 -13%
IB
900
Intrust Bank
Kansas
$897K -$1.78K -6 -0.2%