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Name Holding Trade Value Shares
Change
Change in
Stake
F8IS
376
Figure 8 Investment Strategies
Idaho
$609K -$41.2K -1,079 -6%
JIC
377
Johnson Investment Counsel
Ohio
$604K +$66.1K +1,730 +12%
EAM
378
Everstar Asset Management
North Carolina
$592K +$19.4K +507 +3%
TWPM
379
Total Wealth Planning & Management
Florida
$588K -$59.8K -1,565 -9%
KWM
380
Kingsview Wealth Management
Oregon
$581K -$3.32K -87 -0.6%
MCC
381
Money Concepts Capital
Florida
$581K +$24.6K +643 +4%
CI
382
Corient IA
Florida
$576K
MMG
383
Monetary Management Group
Missouri
$573K
Lido Advisors
384
Lido Advisors
California
$572K +$25.6K +670 +5%
AHL
385
Abel Hall LLC
Louisiana
$569K +$11.2K +294 +2%
ONSWM
386
Old North State Wealth Management
North Carolina
$568K +$16.2K +423 +3%
NAS
387
Nicolet Advisory Services
Wisconsin
$567K +$31.1K +813 +6%
NB
388
NBT Bank
New York
$567K +$17.3K +452 +3%
IWM
389
IHT Wealth Management
Illinois
$566K +$60.7K +1,589 +12%
Thrivent Financial for Lutherans
390
Thrivent Financial for Lutherans
Minnesota
$562K -$13K -340 -2%
IC
391
Iconiq Capital
California
$559K +$102K +2,672 +22%
HAG
392
HighPoint Advisor Group
Illinois
$556K +$92.9K +2,431 +20%
JWCA
393
J.W. Cole Advisors
Florida
$542K +$89.6K +2,344 +20%
HNB
394
Huntington National Bank
Ohio
$539K +$150K +3,927 +39%
CFG
395
Carr Financial Group
Massachusetts
$538K +$6.27K +164 +1%
EFMC
396
Empire Financial Management Company
New York
$536K
KLCM
397
KG&L Capital Management
Louisiana
$536K +$51.7K +1,353 +11%
MYIA
398
Mount Yale Investment Advisors
Colorado
$536K +$118K +3,080 +28%
Kayne Anderson Rudnick Investment Management
399
Kayne Anderson Rudnick Investment Management
California
$536K +$16.9K +443 +3%
IPAM
400
Investment Partners Asset Management
New Jersey
$530K -$86.4K -2,262 -14%