Name Holding Trade Value Shares
Change
Change in
Stake
HBW
1451
Hazlett, Burt & Watson
West Virginia
$554K +$593K +4,457 New
UAS
1452
United Asset Strategies
New York
$553K -$18K -135 -3%
WAS
1453
Winch Advisory Services
Wisconsin
$553K +$133 +1 +0%
DAC
1454
Dividend Assets Capital
South Carolina
$553K +$2.66K +20 +0.5%
REMPR
1455
Roof Eidam Maycock Peralta (REMP)
California
$552K – – –
LWM
1456
Loveless Wealth Management
Montana
$551K +$16.6K +125 +3%
JWBC
1457
John W. Bristol & Co
New York
$550K – – –
AG
1458
Ascent Group
Virginia
$550K +$184K +1,384 +46%
SIG
1459
Sargent Investment Group
Maryland
$548K -$9.84K -74 -2%
DIA
1460
Davidson Investment Advisors
Montana
$547K -$19.1M -143,985 -97%
NAM
1461
NTV Asset Management
West Virginia
$544K – – –
ATWA
1462
Arbor Trust Wealth Advisors
Michigan
$543K -$166K -1,245 -22%
SC
1463
Searle & Co
Connecticut
$542K – – –
WPA
1464
Winning Points Advisors
Florida
$542K – – –
XF
1465
XML Financial
Maryland
$542K +$100K +753 +21%
9WM
1466
9258 Wealth Management
Ohio
$541K +$183K +1,373 +46%
PAM
1467
Peak Asset Management
Colorado
$539K – – –
WTFG
1468
Wells Trecaso Financial Group
Ohio
$538K +$63.4K +477 +12%
KFA
1469
Krane Funds Advisors
New York
$538K +$438K +3,294 +321%
CS
1470
Cannell & Spears
New York
$537K -$78.3K -589 -12%
TSW
1471
Thompson Siegel & Walmsley
Virginia
$537K – – –
HI
1472
Humankind Investments
New York
$537K +$118K +889 +26%
ZIG
1473
Zuckerman Investment Group
Illinois
$536K – – –
CI
1474
CX Institutional
Indiana
$535K -$890K -6,691 -61%
EHAM
1475
Eagle Harbor Asset Management
Washington
$534K +$304K +2,287 +114%