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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
576
Kurt F. Somerville
$566K
TIA
577
Trust Investment Advisors
Indiana
$558K +$11.2K +56 +2%
BAM
578
Boyar Asset Management
New York
$557K
TCOV
579
Trust Company of Vermont
Vermont
$555K
RWA
580
River Wealth Advisors
Pennsylvania
$553K +$4.62K +23 +0.9%
LFGH
581
Lee Financial Group Hawaii
Hawaii
$552K -$263K -1,312 -34%
VIM
582
Vista Investment Management
Pennsylvania
$548K +$9.23K +46 +2%
FAM
583
Formidable Asset Management
Ohio
$545K
IIM
584
Ipswich Investment Management
Massachusetts
$542K
OAM
585
Oppenheimer Asset Management
New York
$541K -$129K -645 -21%
ClearBridge Investments
586
ClearBridge Investments
New York
$541K
DILIC
587
Dai-ichi Life Insurance Company
Japan
$541K
CIC
588
Carnegie Investment Counsel
Ohio
$538K +$139K +693 +39%
NA
589
NewEdge Advisors
Louisiana
$537K +$491K +2,449 New
TA
590
Trellis Advisors
Washington
$524K +$201 +1 +0%
RCA
591
Resonant Capital Advisors
Wisconsin
$524K +$1.81K +9 +0.4%
CCG
592
Cypress Capital Group
Florida
$523K -$206K -1,026 -30%
MMG
593
Monetary Management Group
Missouri
$523K
HI
594
Humankind Investments
New York
$522K +$478K +2,383 New
RIM
595
Redpoint Investment Management
Australia
$513K
GHA
596
GW Henssler & Associates
Georgia
$512K
SAM
597
S.A. Mason
Michigan
$510K
IAA
598
Independent Advisor Alliance
North Carolina
$499K -$29.1K -145 -6%
JIC
599
Johnson Investment Counsel
Ohio
$494K +$453K +2,256 New
PA
600
Profund Advisors
Maryland
$484K -$22.7K -113 -5%