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Name Holding Trade Value Shares
Change
Change in
Stake
PMA
526
Prudent Man Advisors
Illinois
$656K -$9.51K -49 -2%
SIC
527
Salem Investment Counselors
North Carolina
$656K +$48.5K +250 +9%
BC
528
Bridgefront Capital
Texas
$650K +$111K +572 +22%
EFS
529
Essex Financial Services
Connecticut
$644K +$11.3K +58 +2%
SWA
530
SFMG Wealth Advisors
Texas
$640K -$72K -371 -11%
IG
531
ING Group
Netherlands
$637K -$3.93M -20,252 -87%
V
532
ViaWealth
Kansas
$631K +$3.3K +17 +0.6%
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$631K -$354K -1,826 -37%
TIA
534
Trust Investment Advisors
Indiana
$629K +$44K +227 +8%
OC
535
Oppenheimer & Co
New York
$619K -$219K -1,128 -27%
HIA
536
Harbor Investment Advisory
Maryland
$619K +$42.9K +221 +8%
FSA
537
Franklin Street Advisors
North Carolina
$617K -$312K -1,606 -35%
FIM
538
Freedom Investment Management
Connecticut
$616K -$66K -340 -10%
CPIA
539
Cornell Pochily Investment Advisors
New York
$615K +$194 +1 +0%
DSC
540
Duncker Streett & Co
Missouri
$615K
ATC
541
Argent Trust Co
Tennessee
$614K
V
542
Veritable
Delaware
$614K
AIMCA
543
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$613K +$145K +745 +34%
GIA
544
Gateway Investment Advisers
Ohio
$612K +$192K +988 +50%
AAM
545
Azzad Asset Management
Virginia
$610K +$3.69K +19 +0.6%
JGUA
546
John G. Ullman & Associates
New York
$609K
SC
547
Saybrook Capital
North Carolina
$603K
GT
548
Greenleaf Trust
Michigan
$603K +$183K +943 +48%
KeyBank National Association
549
KeyBank National Association
Ohio
$602K -$3.3K -17 -0.6%
IAIM
550
International Assets Investment Management
Florida
$598K +$130M +669,544 New