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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
651
Everhart Financial Group
Ohio
$890K +$169K +2,422 +22%
SCM
652
Sirios Capital Management
Massachusetts
$888K -$1.29M -18,562 -58%
AB
653
Atlas Brown
Kentucky
$879K -$3.55K -51 -0.4%
EHC
654
Everett Harris & Co
California
$876K
VVP
655
Venture Visionary Partners
Ohio
$871K -$23.4K -336 -3%
MWPCG
656
Measured Wealth Private Client Group
New Hampshire
$865K +$435K +6,244 +95%
CFG
657
Citizens Financial Group
Rhode Island
$863K +$13.6K +196 +2%
SJIM
658
St. Johns Investment Management
Florida
$853K -$17.2K -247 -2%
Envestnet Portfolio Solutions
659
Envestnet Portfolio Solutions
Illinois
$848K -$746K -10,717 -46%
Fidelity International
660
Fidelity International
Bermuda
$843K +$705K +10,126 +425%
SGI
661
Summit Global Investments
Utah
$843K -$304K -4,360 -26%
NSIM
662
North Star Investment Management
Illinois
$840K +$4.73K +68 +0.5%
CA
663
Clune & Associates
Illinois
$820K +$4.25K +61 +0.5%
WMWM
664
Whitaker-Myers Wealth Managers
Ohio
$819K +$846K +12,150 New
FAM
665
Formidable Asset Management
Ohio
$819K -$13.7K -197 -2%
SAM
666
Shell Asset Management
Netherlands
$808K -$1.54M -22,093 -65%
PCIA
667
Prime Capital Investment Advisors
Kansas
$802K +$26.3K +378 +3%
NFG
668
Nations Financial Group
Iowa
$801K +$81.3K +1,167 +11%
RFC
669
Regions Financial Corp
Alabama
$800K +$5.99K +86 +0.7%
JCM
670
J2 Capital Management
Michigan
$799K -$9.82K -141 -1%
AAM
671
Advisors Asset Management
Colorado
$789K -$3.69K -53 -0.5%
CL
672
CVFG LLC
Indiana
$786K
MSE
673
MUFG Securities EMEA
United Kingdom
$785K +$685K +9,833 +543%
JF
674
Joule Financial
Kentucky
$779K -$9.89K -142 -1%
WCM
675
Washington Capital Management
Washington
$779K -$6.96K -100 -0.9%