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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1001
Schwartz Investment Counsel
Michigan
$596K -$51.5K -200 -9%
GVAG
1002
Great Valley Advisor Group
Delaware
$594K -$43.3K -168 -7%
PCM
1003
Parsons Capital Management
Rhode Island
$589K -$3.09K -12 -0.6%
AAS
1004
Annex Advisory Services
Wisconsin
$587K +$307K +1,193 +137%
PI
1005
Pettee Investors
Connecticut
$585K +$249K +965 +88%
HA
1006
Hamel Associates
New Jersey
$584K – – –
OFS
1007
OneAscent Financial Services
Alabama
$584K +$528K +2,051 New
MMA
1008
Miracle Mile Advisors
California
$583K -$42K -163 -7%
TCOV
1009
Trust Company of Vermont
Vermont
$583K +$1.29K +5 +0.2%
SB
1010
Simmons Bank
Arkansas
$582K -$30.4K -118 -5%
VFPI
1011
Vantage Financial Partners (Illinois)
Illinois
$582K – – –
NRS
1012
Neville Rodie & Shaw
New York
$581K – – –
EWM
1013
Edge Wealth Management
New York
$581K +$6.18K +24 +1%
SVWAG
1014
Sound View Wealth Advisors Group
Georgia
$580K +$130K +505 +33%
PPCM
1015
Pillar Pacific Capital Management
California
$577K – – –
ACP
1016
Ashfield Capital Partners
California
$575K +$6.44K +25 +1%
CI Investments Inc
1017
CI Investments Inc
Ontario, Canada
$571K -$677K -2,629 -57%
CCA
1018
Checchi Capital Advisers
California
$570K -$4.64K -18 -0.9%
CI
1019
Clal Insurance
Israel
$569K – – –
WC
1020
Wexford Capital
Florida
$568K -$5.18M -20,100 -91%
TWA
1021
TCI Wealth Advisors
Arizona
$568K -$52.8K -205 -9%
HFM
1022
Hartford Financial Management
Connecticut
$568K – – –
JWM
1023
JGP Wealth Management
Oregon
$568K – – –
MC
1024
Moors & Cabot
Massachusetts
$565K -$140K -545 -22%
CCP
1025
Corient Capital Partners
California
$565K +$39.4K +153 +8%