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Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
1226
First National Bank of Mount Dora
Florida
$854K -$159K -959 -15%
CAM
1227
Cresset Asset Management
Illinois
$854K +$890K +5,359 New
RCA
1228
Rowland Carmichael Advisors
Arizona
$843K -$42.8K -258 -5%
Carson Wealth (CWM LLC)
1229
Carson Wealth (CWM LLC)
Nebraska
$837K +$49.6K +299 +6%
PL
1230
Perpetual Ltd
Australia
$836K
LFAS
1231
Level Four Advisory Services
Texas
$836K +$15.1K +91 +2%
CCA
1232
Conestoga Capital Advisors
Pennsylvania
$835K -$156K -938 -15%
OCG
1233
Opus Capital Group
Ohio
$822K -$24.9K -150 -3%
SA
1234
Sicart Associates
New York
$811K
CG
1235
Colony Group
Massachusetts
$810K -$33.4K -201 -4%
CBFP
1236
Cedar Brook Financial Partners
Ohio
$809K +$843K +5,077 New
WPA
1237
West Paces Advisors
Georgia
$807K -$13.8K -83 -2%
RA
1238
RFG Advisory
Alabama
$807K +$235K +1,415 +39%
NSB
1239
Norway Savings Bank
Maine
$806K -$11.6K -70 -1%
OCM
1240
Orser Capital Management
Texas
$801K
PNAA
1241
Pictet North America Advisors
Switzerland
$800K
HWMG
1242
Hurlow Wealth Management Group
Indiana
$794K +$816K +4,916 New
IWM
1243
IHT Wealth Management
Illinois
$792K +$101K +610 +14%
JAM
1244
Jupiter Asset Management
United Kingdom
$790K
WAS
1245
Winch Advisory Services
Wisconsin
$788K -$64.1K -386 -7%
FA
1246
FCG Advisors
New Jersey
$788K -$10.3K -62 -1%
KLC
1247
Knowledge Leaders Capital
Colorado
$788K +$822K +4,949 New
FCCM
1248
First City Capital Management
Georgia
$784K -$7.3K -44 -0.9%
NPF
1249
Norris Perne & French
Michigan
$779K
TIA
1250
Tiemann Investment Advisors
California
$777K -$61.6K -371 -7%