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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
626
Johnson Investment Counsel
Ohio
$590K +$87.7K +373 +17%
KFS
627
Kurt F. Somerville
$585K
CAM
628
Cresset Asset Management
Illinois
$580K -$185K -785 -23%
MFS
629
Monetta Financial Services
Illinois
$580K
1WA
630
180 Wealth Advisors
Washington
$578K +$7.05K +30 +1%
RWA
631
River Wealth Advisors
Pennsylvania
$565K -$16.5K -70 -3%
DGAM
632
Desjardins Global Asset Management
Quebec, Canada
$564K -$13.2K -56 -2%
IIM
633
Ipswich Investment Management
Massachusetts
$560K
ETC
634
Exchange Traded Concepts
Oklahoma
$559K -$2.65M -11,281 -82%
CTC
635
Central Trust Company
Missouri
$558K -$219K -932 -27%
KFI
636
Key Financial Inc
Pennsylvania
$557K
RWM
637
Ritholtz Wealth Management
New York
$556K +$96.4K +410 +20%
HH
638
Hilltop Holdings
Texas
$552K -$19.5K -83 -3%
C
639
Certuity
Florida
$551K +$63K +268 +12%
WAS
640
WESPAC Advisors SoCal
California
$548K -$68.4K -291 -11%
WF
641
Welch & Forbes
Massachusetts
$546K +$566K +2,408 New
PIM
642
Penobscot Investment Management
Massachusetts
$541K
PCS
643
Personal CFO Solutions
New Jersey
$540K +$5.64K +24 +1%
FAM
644
Formidable Asset Management
Ohio
$536K -$12K -51 -2%
ACA
645
Aptus Capital Advisors
Alabama
$531K +$295K +1,253 +115%
MSCM
646
McElhenny Sheffield Capital Management
Texas
$528K
MMG
647
Monetary Management Group
Missouri
$527K -$6.82K -29 -1%
SAM
648
S.A. Mason
Michigan
$527K
4WM
649
44 Wealth Management
Oregon
$518K +$538K +2,287 New
IC
650
Intersect Capital
California
$517K +$145K +618 +37%