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Name Holding Trade Value Shares
Change
Change in
Stake
RVM
451
Robinson Value Management
Texas
$579K – – –
NAM
452
NorthCrest Asset Manangement
Minnesota
$579K +$533K +8,240 New
IIM
453
Intact Investment Management
Quebec, Canada
$576K -$103K -1,600 -16%
KCM
454
KRS Capital Management
Michigan
$572K +$527K +8,151 New
CNC
455
Canandaigua National Corp
New York
$563K -$2.98K -46 -0.6%
ECM
456
Everence Capital Management
Indiana
$562K – – –
JIC
457
Johnson Investment Counsel
Ohio
$557K +$39.4K +609 +8%
BCMO
458
Buckingham Capital Management (Ohio)
Ohio
$551K -$72.8K -1,125 -13%
GWCM
459
Godshalk Welsh Capital Management
Pennsylvania
$548K – – –
IFWM
460
Institute for Wealth Management
Colorado
$545K -$8.41K -130 -2%
C
461
Certuity
Florida
$544K +$5.63K +87 +1%
TI
462
Tidal Investments
Wisconsin
$542K +$244K +3,771 +96%
KCM
463
Kendall Capital Management
Maryland
$539K +$255K +3,945 +106%
IAIM
464
International Assets Investment Management
Florida
$531K -$64.7K -1,000 -12%
IB
465
Intrust Bank
Kansas
$516K +$76K +1,175 +19%
BAM
466
Belpointe Asset Management
Nevada
$515K +$19.4K +300 +4%
VVP
467
Venture Visionary Partners
Ohio
$514K – – –
SW
468
SVB Wealth
Massachusetts
$513K -$43.1K -667 -8%
NFG
469
Next Financial Group
Texas
$508K +$191K +2,947 +69%
SC
470
Sonen Capital
California
$505K +$465K +7,192 New
PTC
471
Private Trust Company
Ohio
$504K +$464K +7,178 New
LMAM
472
Legg Mason Asset Management
Japan
$503K -$23.2K -358 -5%
Wealthfront Advisers
473
Wealthfront Advisers
California
$500K +$35.3K +546 +8%
APA
474
American Portfolios Advisors
New York
$498K +$28.5K +441 +7%
Group One Trading
475
Group One Trading
Illinois
$498K -$1.62M -25,090 -78%