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Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
501
Trivant Custom Portfolio Group
California
$1.66M +$1.6M +8,308 +3,323%
HCM
502
Hutner Capital Management
Vermont
$1.65M +$193 +1 +0%
RC
503
Roundview Capital
New Jersey
$1.64M +$534K +2,767 +49%
MFG
504
Merit Financial Group
Georgia
$1.64M +$856K +4,438 +115%
SC
505
Settian Capital
New York
$1.63M
HNB
506
Huntington National Bank
Ohio
$1.63M +$5.21K +27 +0.3%
ClearBridge Investments
507
ClearBridge Investments
New York
$1.62M
MWM
508
Modera Wealth Management
New Jersey
$1.61M -$16.2K -84 -1%
WFAG
509
Wescott Financial Advisory Group
Pennsylvania
$1.59M +$24.5K +127 +2%
IIM
510
Intact Investment Management
Quebec, Canada
$1.58M -$1.58M -8,200 -50%
HA
511
Herold Advisors
New York
$1.57M +$236K +1,223 +18%
IC
512
Inscription Capital
Texas
$1.57M +$24.1K +125 +2%
ACM
513
Advisors Capital Management
New Jersey
$1.56M +$1.55M +8,024 New
JPMIA
514
J.P. Marvel Investment Advisors
Massachusetts
$1.56M
SC
515
Savant Capital
Illinois
$1.55M +$38.6K +200 +3%
CT
516
Clearstead Trust
Maine
$1.55M -$94.5K -490 -6%
AWM
517
Apollon Wealth Management
South Carolina
$1.54M +$48K +249 +3%
KWM
518
Keebeck Wealth Management
Illinois
$1.54M -$46.3K -240 -3%
WWS
519
Wellington Wealth Strategies
Indiana
$1.54M +$1.53M +7,910 New
KWM
520
Kingsview Wealth Management
Oregon
$1.54M -$118K -611 -7%
CB
521
Commerce Bank
Missouri
$1.54M -$78.1K -405 -5%
FBT
522
First Bankers Trust
Kentucky
$1.53M -$72K -373 -5%
DT
523
Diversified Trust
Tennessee
$1.52M +$1.16M +6,025 +332%
FPAS
524
Focus Partners Advisor Solutions
Missouri
$1.51M +$1.5M +7,782 New
AAIM
525
Asset Advisors Investment Management
Georgia
$1.5M -$77.2K -400 -5%