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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
601
Resonant Capital Advisors
Wisconsin
$570K +$3.19K +14 +0.6%
TA
602
Trellis Advisors
Washington
$568K
MMG
603
Monetary Management Group
Missouri
$563K -$2.51K -11 -0.5%
Rafferty Asset Management
604
Rafferty Asset Management
New York
$557K +$47.4K +208 +10%
KPWS
605
Kestra Private Wealth Services
Texas
$554K +$61.5K +270 +13%
SAM
606
S.A. Mason
Michigan
$552K
CIC
607
Carnegie Investment Counsel
Ohio
$550K -$30.5K -134 -5%
HI
608
Horizon Investments
North Carolina
$548K -$594K -2,606 -53%
1WA
609
180 Wealth Advisors
Washington
$548K +$99.8K +438 +26%
FL
610
Fort LP
Maryland
$547K +$526K +2,308 New
IAA
611
Independent Advisor Alliance
North Carolina
$532K -$7.75K -34 -1%
JIC
612
Johnson Investment Counsel
Ohio
$532K -$2.05K -9 -0.4%
PGA
613
Portland Global Advisors
Maine
$532K +$192K +844 +60%
PA
614
Profund Advisors
Maryland
$528K +$3.19K +14 +0.6%
CA
615
Clearstead Advisors
Ohio
$518K +$1.82K +8 +0.4%
GHAM
616
Gilman Hill Asset Management
Connecticut
$516K
CIA
617
Capital Investment Advisors
Georgia
$513K +$2.73K +12 +0.6%
PTC
618
Private Trust Company
Ohio
$512K -$713K -3,129 -59%
MFW
619
Meristem Family Wealth
Minnesota
$509K +$490K +2,149 New
PFC
620
Phocas Financial Corp
California
$506K
GH
621
GAM Holding
Switzerland
$499K +$480K +2,106 New
AGM
622
Alpine Global Management
New York
$498K +$478K +2,100 New
WCM
623
Washington Capital Management
Washington
$497K -$424K -1,863 -47%
SAI
624
Systematic Alpha Investments
New Jersey
$489K +$191K +838 +80%
CWM
625
Chesapeake Wealth Management
Virginia
$478K -$15.9K -70 -3%