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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
476
Carnegie Investment Counsel
Ohio
$392K +$57.9K +1,158 +18%
WFM
477
Wolff Financial Management
Michigan
$390K – – –
LB
478
Landmark Bank
Missouri
$389K +$27.8K +557 +8%
RI
479
Ridgewood Investments
New Jersey
$382K +$39.4K +788 +12%
AAS
480
Avantax Advisory Services
Texas
$380K +$2.1K +42 +0.6%
SCM
481
Sterling Capital Management
North Carolina
$379K -$86.6K -1,734 -19%
SIA
482
Strategic Investment Advisors
Michigan
$378K +$15.4K +308 +4%
SSB
483
Sandy Spring Bank
Maryland
$377K -$46.8K -936 -11%
OA
484
Oxbow Advisors
Texas
$377K – – –
CLOS
485
Compagnie Lombard Odier SCmA
Switzerland
$376K -$140K -2,800 -28%
LWAC
486
Laurel Wealth Advisors (California)
California
$374K -$532K -10,640 -60%
Rockefeller Capital Management
487
Rockefeller Capital Management
New York
$373K +$357K +7,150 New
APP
488
Avantax Planning Partners
Iowa
$372K +$130K +2,592 +57%
RAM
489
Roanoke Asset Management
New Jersey
$371K +$17.2K +344 +5%
WIA
490
Wealthstreet Investment Advisors
Texas
$368K -$20K -400 -5%
BPWA
491
Beacon Pointe Wealth Advisors
California
$366K -$4.75K -95 -1%
HSA
492
HBK Sorce Advisory
Pennsylvania
$364K +$5.45K +109 +2%
OCG
493
Opus Capital Group
Ohio
$362K – – –
PFC
494
Poplar Forest Capital
California
$360K +$5.4K +108 +2%
DAM
495
Delta Asset Management
Tennessee
$357K -$76K -1,520 -18%
V
496
Veritable
Delaware
$353K +$51.1K +1,022 +18%
GAM
497
Gotham Asset Management
New York
$350K +$1.4K +28 +0.4%
BHWM
498
Bay Harbor Wealth Management
Maryland
$348K -$15.5K -310 -4%
GSBTD
499
Glenview State Bank Trust Department
Illinois
$345K – – –
FANJ
500
Financial Architects (New Jersey)
New Jersey
$343K -$72.3K -1,446 -18%