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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
551
Regions Financial Corp
Alabama
$632K
RBFC
552
Roman Butler Fullerton & Co
Missouri
$630K +$16.1K +384 +3%
FA
553
FDx Advisors
Illinois
$629K +$37.9K +901 +7%
LOAMS
554
Lombard Odier Asset Management (Switzerland)
Switzerland
$628K +$65.6K +1,561 +13%
SCM
555
Seascape Capital Management
New Hampshire
$626K +$18.7K +445 +3%
OC
556
Oppenheimer & Co
New York
$623K -$415K -9,864 -42%
IWN
557
Independent Wealth Network
Iowa
$623K +$8.79K +209 +2%
WMA
558
Wealth Management Associates
New Jersey
$623K +$8.41K +200 +1%
FMI
559
F/M Investments
District of Columbia
$620K +$2.1K +50 +0.4%
William Blair & Company
560
William Blair & Company
Illinois
$620K +$64.6K +1,536 +13%
GBT
561
Grove Bank & Trust
Florida
$619K
Group One Trading
562
Group One Trading
Illinois
$619K +$575K +13,668 New
WDG
563
Wealth Dimensions Group
Ohio
$613K +$24K +570 +4%
CI Investments Inc
564
CI Investments Inc
Ontario, Canada
$609K -$886K -21,068 -61%
PWM
565
Perigon Wealth Management
California
$609K -$4.96K -118 -0.9%
EGM
566
Engineers Gate Manager
New York
$608K -$1.45M -34,450 -72%
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$608K +$565K +13,433 New
SFS
568
Summit Financial Strategies
Ohio
$604K -$81.4K -1,936 -13%
HCM
569
Hengehold Capital Management
Ohio
$603K
NFGCM
570
Norman Fields Gottscho Capital Management
New York
$602K
PA
571
Profund Advisors
Maryland
$601K +$1.09K +26 +0.2%
ESCM
572
Echo Street Capital Management
New York
$599K -$717K -17,058 -56%
CAGAS
573
Capital Advisory Group Advisory Services
Minnesota
$595K +$16.9K +403 +3%
CIA
574
Capital Investment Advisors
Georgia
$594K +$274K +6,507 +98%
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$592K -$2.56K -61 -0.5%