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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1451
Paradigm Asset Management
New York
$418K
ZB
1452
Zions Bancorporation
Utah
$418K +$170K +1,442 +93%
SP
1453
Successful Portfolios
Florida
$417K -$15.1K -128 -4%
RSA
1454
River Street Advisors
Illinois
$415K
AAM
1455
Auxier Asset Management
Oregon
$413K -$14.8K -126 -4%
PMG
1456
ProVise Management Group
Florida
$412K +$80.1K +680 +30%
TI
1457
Truepoint Inc
Ohio
$411K -$577K -4,898 -63%
1IA
1458
1834 Investment Advisors
Wisconsin
$410K -$27.7K -235 -7%
AFPL
1459
Advus Financial Partners, LLC
Florida
$410K +$5.42K +46 +2%
VF
1460
Vest Financial
Virginia
$409K +$432K +3,663 New
DWM
1461
Drive Wealth Management
Utah
$409K -$50.9K -432 -13%
ALAM
1462
Asahi Life Asset Management
Japan
$407K -$338K -2,869 -50%
AGWCA
1463
Annis Gardner Whiting Capital Advisors
Florida
$407K +$101K +855 +42%
WIA
1464
World Investment Advisors
California
$406K -$116K -985 -29%
TGAM
1465
TBH Global Asset Management
Tennessee
$405K +$49.6K +421 +17%
ML
1466
McAdam LLC
Pennsylvania
$405K +$3.65K +31 +1%
CFG
1467
Clayton Financial Group
Missouri
$403K +$339K +2,878 New
WAM
1468
Worth Asset Management
Texas
$402K +$32.5K +276 +11%
WWP
1469
Walden Wealth Partners
Ohio
$400K +$400K +3,398 New
JSW
1470
Journey Strategic Wealth
New Jersey
$399K -$15.7K -133 -4%
NB
1471
Northwest Bancshares
Pennsylvania
$398K +$335K +2,841 New
JWA
1472
JFS Wealth Advisors
Pennsylvania
$398K +$84.8K +720 +34%
AFT
1473
Alpha Family Trust
California
$398K
MFG
1474
Magnus Financial Group
New York
$398K +$3.06K +26 +0.9%
CMAI
1475
Capital Management Associates Inc
Minnesota
$396K -$17.1K -145 -5%