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Name Holding Trade Value Shares
Change
Change in
Stake
Meridian Wealth Management
1051
Meridian Wealth Management
Kentucky
$1.44M +$1.4M +9,865 New
OC
1052
Oakworth Capital
Alabama
$1.44M – – –
YIA
1053
YHB Investment Advisors
Connecticut
$1.44M +$10.8K +76 +0.8%
Burgundy Asset Management
1054
Burgundy Asset Management
Ontario, Canada
$1.43M – – –
OBGC
1055
O'Brien Greene & Co
Pennsylvania
$1.43M +$104K +735 +8%
IBOK
1056
Independence Bank of Kentucky
Kentucky
$1.43M -$56.9K -401 -4%
BFA
1057
Benedict Financial Advisors
Georgia
$1.43M -$1.42K -10 -0.1%
FWM
1058
Focused Wealth Management
New York
$1.43M -$5.68K -40 -0.4%
MCWS
1059
McKinley Carter Wealth Services
West Virginia
$1.43M -$124K -876 -8%
FFWA
1060
FRG Family Wealth Advisors
Washington
$1.42M – – –
FWM
1061
Fairhaven Wealth Management
Illinois
$1.42M +$426K +2,998 +45%
FIM
1062
Fruth Investment Management
Texas
$1.42M -$33.9K -239 -2%
NNP
1063
Nachman Norwood & Parrott
South Carolina
$1.42M +$5.11K +36 +0.4%
Seizert Capital Partners
1064
Seizert Capital Partners
Michigan
$1.42M -$609K -4,292 -31%
JWCA
1065
J.W. Cole Advisors
Florida
$1.42M -$8.69M -61,226 -86%
BEC
1066
Blue Edge Capital
Virginia
$1.41M – – –
CIP
1067
Convergence Investment Partners
Florida
$1.41M -$760K -5,355 -36%
PGIM
1068
Pacific Global Investment Management
California
$1.41M +$167K +1,173 +14%
IndexIQ Advisors
1069
IndexIQ Advisors
New York
$1.41M +$640K +4,508 +88%
SMC
1070
Smith, Moore & Co
Missouri
$1.4M -$4.26K -30 -0.3%
SBSB
1071
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.4M +$23.4K +165 +2%
CFA
1072
Carroll Financial Associates
North Carolina
$1.39M +$130K +916 +11%
Douglas Lane & Associates
1073
Douglas Lane & Associates
New York
$1.39M +$2.41K +17 +0.2%
Integrated Wealth Concepts
1074
Integrated Wealth Concepts
Massachusetts
$1.39M +$146K +1,026 +12%
TFS
1075
TrustCore Financial Services
Tennessee
$1.38M +$250K +1,758 +23%