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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1451
Carson Wealth (CWM LLC)
Nebraska
$587K +$153K +889 +37%
FGP
1452
Foyston, Gordon, & Payne
Ontario, Canada
$586K
BC
1453
Barnett & Company
Tennessee
$585K
BL
1454
Bolton LP
Connecticut
$581K +$559K +3,243 New
VIMU
1455
Veritas Investment Management (UK)
United Kingdom
$580K
VCM
1456
Vision Capital Management
Oregon
$578K
ZTNA
1457
Zions Trust National Association
Utah
$578K
CL
1458
Croft-Leominster
Maryland
$576K -$30.7K -178 -5%
TCM
1459
Tradewinds Capital Management
Washington
$576K +$554K +3,212 New
PCMF
1460
Private Capital Management (Florida)
Florida
$575K
LIA
1461
LBMC Investment Advisors
Tennessee
$574K +$172 +1 +0%
LI
1462
Lafayette Investments
Maryland
$571K +$54.1K +314 +11%
TAM
1463
Todd Asset Management
Kentucky
$569K -$34.6M -200,740 -98%
PHAM
1464
Palisades Hudson Asset Management
Florida
$569K
SMC
1465
Smith, Moore & Co
Missouri
$567K +$546K +3,164 New
UFG
1466
United Fire Group
Iowa
$563K
LWM
1467
Lyons Wealth Management
Florida
$560K -$93.6K -543 -15%
SFI
1468
SPC Financial Inc
Maryland
$560K -$20.3K -118 -4%
RPA
1469
Rock Point Advisors
Vermont
$558K -$19.3K -112 -3%
AIA
1470
Arbor Investment Advisors
North Carolina
$552K +$20.7K +120 +4%
SFM
1471
Signature Financial Management
Virginia
$550K
JFA
1472
JNBA Financial Advisors
Minnesota
$550K +$24.3K +141 +5%
ST
1473
Somerset Trust
Pennsylvania
$549K +$528K +3,059 New
SMU
1474
Signet Management USA
Virginia
$544K +$523K +3,035 New
CA
1475
Corrado Advisors
New Jersey
$543K +$522K +3,026 New