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Name Holding Trade Value Shares
Change
Change in
Stake
MCC
701
Money Concepts Capital
Florida
$673K +$88K +393 +13%
MIM
702
Morningstar Investment Management
Illinois
$670K
KWM
703
KFG Wealth Management
Indiana
$668K +$235K +1,049 +46%
CCMW
704
Cypress Capital Management (Wyoming)
Wyoming
$665K -$4.7K -21 -0.6%
HSA
705
HBK Sorce Advisory
Pennsylvania
$664K -$109K -486 -13%
TFO
706
Tarbox Family Office
California
$662K -$8.06K -36 -1%
AAM
707
AMI Asset Management
California
$661K -$2.91K -13 -0.4%
RJT
708
Raymond James Trust
Florida
$656K -$16.3K -73 -2%
CRC
709
Curi RMB Capital
Illinois
$652K +$453K +2,024 +164%
IIM
710
Ipswich Investment Management
Massachusetts
$650K
FIM
711
Fernwood Investment Management
Massachusetts
$650K +$28K +125 +4%
DWA
712
Douglass Winthrop Advisors
New York
$647K -$2.24K -10 -0.3%
IWN
713
Independent Wealth Network
Iowa
$647K -$187K -835 -21%
ZIMP
714
Zimmermann Investment Management & Planning
Pennsylvania
$646K -$88.6K -396 -11%
UH
715
Unigestion Holding
Switzerland
$644K +$72.5K +324 +11%
KTM
716
Keeler Thomas Management
Utah
$644K -$277K -1,236 -28%
SPC
717
Sigma Planning Corp
Michigan
$643K -$94.5K -422 -12%
VBCG
718
Valley Brook Capital Group
Pennsylvania
$639K +$224 +1 +0%
ECM
719
Everence Capital Management
Indiana
$636K -$513K -2,290 -42%
ONB
720
Old National Bancorp
Indiana
$634K -$70.5K -315 -9%
ISL
721
Ingalls & Snyder LLC
New York
$632K -$224K -1,000 -24%
NAM
722
NorthCrest Asset Manangement
Minnesota
$624K +$224 +1 +0%
CI Investments Inc
723
CI Investments Inc
Ontario, Canada
$617K -$242K -1,080 -26%
OC
724
Oakworth Capital
Alabama
$615K
BMSSC
725
B. Metzler seel. Sohn & Co
Germany
$613K -$2.39M -10,675 -78%