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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
776
OmniStar Financial Group
North Carolina
$703K -$104K -2,480 -15%
1IA
777
1834 Investment Advisors
Wisconsin
$701K -$26.7K -640 -4%
CNBT
778
Canandaigua National Bank & Trust
New York
$700K -$7.1K -170 -1%
RGF
779
Retirement Guys Formula
Ohio
$699K -$53.1K -1,270 -8%
CIM
780
CIM Investment Management
Pennsylvania
$696K +$1.25K +30 +0.2%
CW
781
Connectus Wealth
Ohio
$696K +$2.09K +50 +0.3%
SCM
782
Sirios Capital Management
Massachusetts
$691K +$595K +14,250 New
RIL
783
Rothschild Investment LLC
Illinois
$690K +$19.2K +460 +3%
ARMT
784
Amica Retiree Medical Trust
Rhode Island
$686K -$37.6K -900 -6%
Capstone Investment Advisors
785
Capstone Investment Advisors
New York
$685K +$452K +10,820 +327%
NDSI
786
Newman Dignan & Sheerar Inc
Rhode Island
$682K +$418 +10 +0.1%
SIP
787
Stoneridge Investment Partners
Pennsylvania
$664K -$382K -9,150 -40%
Loomis, Sayles & Company
788
Loomis, Sayles & Company
Massachusetts
$660K -$21.3K -510 -4%
IIM
789
Intact Investment Management
Quebec, Canada
$655K – – –
ZCM
790
Ziegler Capital Management
Illinois
$654K – – –
NFSG
791
Newbridge Financial Services Group
Florida
$652K -$7.94K -190 -1%
RFG
792
Range Financial Group
Oregon
$651K +$126K +3,020 +29%
CG
793
Caprock Group
Idaho
$651K +$39.7K +950 +8%
OWA
794
One Wealth Advisors
California
$649K +$228K +5,460 +69%
CT
795
Caldwell Trust
Florida
$638K -$129K -3,090 -19%
GCM
796
Gallacher Capital Management
Colorado
$634K +$66.4K +1,590 +14%
NP
797
NorthRock Partners
Minnesota
$620K +$94.4K +2,260 +21%
SFM
798
Signet Financial Management
New Jersey
$617K -$12.5K -300 -2%
SW
799
SVB Wealth
Massachusetts
$612K -$198K -4,750 -27%
HWAM
800
Hennion & Walsh Asset Management
New Jersey
$611K +$526K +12,600 New