Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1276
Aureus Asset Management
Massachusetts
$588K -$228K -1,734 -25%
IA
1277
IFP Advisors
Florida
$588K +$232K +1,767 +53%
PBC
1278
Pavion Blue Capital
California
$585K +$674K +5,125 New
BCM
1279
BTR Capital Management
California
$583K +$164K +1,244 +32%
OMC
1280
Old Mission Capital
Illinois
$582K +$671K +5,097 New
WPW
1281
Waldron Private Wealth
Pennsylvania
$581K +$37.2K +283 +6%
PG
1282
Proffitt & Goodson
Tennessee
$578K -$36.2K -275 -5%
AA
1283
Auxano Advisors
Washington
$578K +$666K +5,066 New
NSB
1284
Norway Savings Bank
Maine
$576K +$22.1K +168 +3%
RIM
1285
Rampart Investment Management
Connecticut
$574K -$544K -4,137 -45%
WA
1286
Wheatland Advisors
Pennsylvania
$569K -$407K -3,096 -38%
TCBWMS
1287
Texas Capital Bank Wealth Management Services
Texas
$568K +$18.8K +143 +3%
HWMG
1288
Hurlow Wealth Management Group
Indiana
$567K -$29.1K -221 -5%
GDP
1289
Great Diamond Partners
Maine
$566K -$60.4K -459 -8%
FAG
1290
Financial Advisory Group
Texas
$566K – – –
SDWIA
1291
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$565K +$41.2K +313 +7%
PAS
1292
Park Avenue Securities
New York
$565K +$126K +955 +24%
TFS
1293
Thoroughbred Financial Services
Tennessee
$564K -$218K -1,656 -25%
ECAM
1294
East Coast Asset Management
Massachusetts
$562K -$203K -1,543 -24%
CIAS
1295
Capital Investment Advisory Services
North Carolina
$558K +$90K +684 +16%
CA
1296
Cornerstone Advisory
Maryland
$556K +$20.3K +154 +3%
WC
1297
Whitney & Co
New York
$556K +$47K +357 +8%
RCA
1298
Rowland Carmichael Advisors
Arizona
$555K -$22.8K -173 -3%
WAS
1299
Winch Advisory Services
Wisconsin
$555K -$2.37K -18 -0.4%
CCM
1300
Compass Capital Management
Minnesota
$552K -$26K -198 -4%