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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1201
MYCIO Wealth Partners
Pennsylvania
$551K – – –
CICI
1202
Capital Investment Counsel Inc
North Carolina
$550K – – –
DJSG
1203
D.J. St. Germain
Massachusetts
$541K -$20.1K -156 -4%
FAM
1204
Formidable Asset Management
Ohio
$538K +$29.4K +229 +5%
EA
1205
Evanston Advisors
Illinois
$537K +$2.31K +18 +0.4%
MHS
1206
M Holdings Securities
Oregon
$536K -$10.2K -79 -2%
WIP
1207
Wellesley Investment Partners
Massachusetts
$530K +$542K +4,215 New
NIMI
1208
Natixis Investment Managers International
France
$528K – – –
OSNBOA
1209
Old Second National Bank of Aurora
Illinois
$526K – – –
SA
1210
SRH Advisors
Kansas
$520K – – –
PAM
1211
PT Asset Management
Illinois
$519K +$530K +4,120 New
GIA
1212
GHP Investment Advisors
Colorado
$518K – – –
PFS
1213
Prospera Financial Services
Texas
$516K +$29.4K +229 +6%
BO
1214
Bank OZK
Arkansas
$515K -$10.3K -80 -2%
CAMG
1215
CWA Asset Management Group
Florida
$514K +$524K +4,078 New
CAS
1216
Cue Advisory Services
Arizona
$514K +$525K +4,084 New
CM
1217
Capital Management
Virginia
$506K +$51.4K +400 +11%
LA
1218
LVW Advisors
New York
$505K -$230K -1,787 -31%
AIA
1219
Allegis Investment Advisors
Idaho
$505K +$515K +4,008 New
SBWM
1220
Sunflower Bank Wealth Management
Arizona
$502K +$50K +389 +11%
SFM
1221
Signature Financial Management
Virginia
$499K -$19.4K -151 -4%
RWM
1222
Rench Wealth Management
Texas
$498K +$3.08K +24 +0.6%
DT
1223
Diversified Trust
Tennessee
$497K – – –
LW
1224
Linscomb Wealth
Texas
$496K +$3.47K +27 +0.7%
BAM
1225
Berkshire Asset Management
Pennsylvania
$496K +$23.5K +183 +5%