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Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Clearstead Advisors
Ohio
$460K +$524K +22,463 New
Impax Asset Management Group
602
Impax Asset Management Group
United Kingdom
$457K +$17K +727 +3%
CF
603
Copperwynd Financial
Arizona
$456K -$13.5K -580 -3%
CICI
604
Capital Investment Counsel Inc
North Carolina
$447K +$280 +12 +0.1%
WA
605
Wealth Architects
California
$446K -$29.4K -1,262 -5%
GWM
606
Geneos Wealth Management
Colorado
$441K -$606 -26 -0.1%
SC
607
Savant Capital
Illinois
$438K -$20K -856 -4%
APG
608
Abacus Planning Group
South Carolina
$435K +$496K +21,249 New
AMIM
609
Aull & Monroe Investment Management
Alabama
$430K -$30.3K -1,300 -6%
DSA
610
Davis Selected Advisers
Arizona
$426K – – –
HIM
611
Hillsdale Investment Management
Ontario, Canada
$425K +$11.7K +500 +2%
GT
612
Greenleaf Trust
Michigan
$420K -$32.1K -1,377 -6%
PT
613
Plimoth Trust
Massachusetts
$417K -$32K -1,370 -6%
SBL
614
Sargent Bickham Lagudis
Colorado
$417K +$149K +6,401 +46%
BO
615
BRR OpCo
Ohio
$408K -$7.14K -306 -2%
HPCM
616
High Pointe Capital Management
Illinois
$402K -$13.5K -580 -3%
BAC
617
Boys Arnold & Co
North Carolina
$401K +$76.3K +3,271 +20%
Walleye Trading
618
Walleye Trading
New York
$400K -$241K -10,334 -35%
BA
619
Boston Advisors
Massachusetts
$400K – – –
EWM
620
Empirical Wealth Management
Washington
$395K -$89.2K -3,822 -17%
ANRIA
621
American National Registered Investment Advisor
Texas
$395K – – –
Kovitz Investment Group Partners
622
Kovitz Investment Group Partners
Illinois
$392K -$46.8K -2,006 -9%
IFWM
623
Institute for Wealth Management
Colorado
$391K +$209K +8,950 +88%
PVH
624
Psagot Value Holdings
Israel
$389K -$83.9K -3,595 -16%
TU
625
TDAM USA
Ontario, Canada
$387K -$5.67K -243 -1%