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Name Holding Trade Value Shares
Change
Change in
Stake
AB
551
Atlas Brown
Kentucky
$570K – – –
RFC
552
Regions Financial Corp
Alabama
$565K +$588 +14 +0.1%
GBT
553
Grove Bank & Trust
Florida
$553K +$574K +13,673 New
FMI
554
F/M Investments
District of Columbia
$552K -$12.3K -294 -2%
CAC
555
Certified Advisory Corp
Florida
$550K -$388K -9,245 -40%
PWM
556
Perigon Wealth Management
California
$549K -$30.3K -721 -5%
WMA
557
Wealth Management Associates
New Jersey
$548K – – –
Verition Fund Management
558
Verition Fund Management
Connecticut
$544K +$304K +7,242 +116%
SC
559
Savant Capital
Illinois
$543K -$1.22K -29 -0.2%
DADC
560
D.A. Davidson & Co
Montana
$541K -$48.4K -1,152 -8%
SCM
561
Seascape Capital Management
New Hampshire
$541K +$68.4K +1,628 +14%
NFGCM
562
Norman Fields Gottscho Capital Management
New York
$538K – – –
HCM
563
Hengehold Capital Management
Ohio
$538K +$420 +10 +0.1%
PA
564
Profund Advisors
Maryland
$536K -$177K -4,205 -24%
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$532K – – –
PNC
566
Park National Corp
Ohio
$526K -$90.3K -2,150 -14%
CFG
567
Citizens Financial Group
Rhode Island
$526K +$92.8K +2,210 +20%
FA
568
FDx Advisors
Illinois
$525K -$8.02K -191 -1%
WDG
569
Wealth Dimensions Group
Ohio
$525K +$6.93K +165 +1%
Bessemer Group
570
Bessemer Group
New Jersey
$525K +$34.4K +819 +7%
RBFC
571
Roman Butler Fullerton & Co
Missouri
$518K – – –
HI
572
Horizon Investments
North Carolina
$516K -$237K -5,646 -31%
CAGAS
573
Capital Advisory Group Advisory Services
Minnesota
$515K -$2.06K -49 -0.4%
AWM
574
AE Wealth Management
Kansas
$512K +$49.4K +1,177 +10%
TI
575
Truepoint Inc
Ohio
$509K +$216K +5,145 +69%