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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
701
Trust Company of Toledo
Ohio
$792K
LFAS
702
Level Four Advisory Services
Texas
$791K +$12.9K +49 +2%
BAM
703
Blueshift Asset Management
New Jersey
$783K +$10.5K +40 +1%
FIM
704
Fernwood Investment Management
Massachusetts
$780K -$26.2K -100 -3%
NAM
705
NorthCrest Asset Manangement
Minnesota
$779K -$17K -65 -2%
IA
706
Insight Advisors
Pennsylvania
$769K -$44.3K -169 -5%
OC
707
Oakworth Capital
Alabama
$768K
PMAM
708
Picton Mahoney Asset Management
Ontario, Canada
$761K -$4.71M -17,970 -85%
S
709
SignatureFD
Georgia
$760K -$68.7K -262 -8%
UF
710
Univest Financial
Pennsylvania
$756K
KFS
711
Kurt F. Somerville
$749K -$78.7K -300 -9%
FNA
712
First National Advisers
Nebraska
$749K +$787K +3,000 New
SSB
713
Sandy Spring Bank
Maryland
$748K
WPC
714
Waters Parkerson & Co
Louisiana
$747K -$12.6K -48 -2%
CT
715
Caldwell Trust
Florida
$745K
MCC
716
Money Concepts Capital
Florida
$742K -$2.88M -10,987 -79%
VEA
717
Virtus ETF Advisers
New York
$741K -$294K -1,120 -27%
WEPOG
718
Wealth Enhancement & Preservation of GA
Georgia
$739K +$51.7K +197 +7%
PWA
719
Primoris Wealth Advisors
Florida
$738K -$5.4M -20,584 -87%
MRCM
720
M&R Capital Management
New Jersey
$737K
DWM
721
Dakota Wealth Management
Florida
$728K
WAM
722
Weatherly Asset Management
California
$725K +$6.56K +25 +0.9%
CBNLCF
723
Cognios Beta Neutral Large Cap Fund
Kansas
$724K -$388K -1,479 -34%
HJGA
724
Hardman Johnston Global Advisors
Connecticut
$724K
LC
725
Lincoln Capital
Nebraska
$722K -$11.5K -44 -1%