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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
576
HighPoint Advisor Group
Illinois
$274K +$1.29K +22 +0.5%
APP
577
Avantax Planning Partners
Iowa
$269K
MCM
578
Monarch Capital Management
Indiana
$264K -$1.94K -33 -0.7%
TU
579
TDAM USA
Ontario, Canada
$255K -$11.4K -195 -4%
WWM
580
Willingdon Wealth Management
North Carolina
$252K -$26.9K -459 -10%
KIM
581
Karpus Investment Management
New York
$252K
PCM
582
Prelude Capital Management
New York
$250K +$85.4K +1,456 +52%
IAA
583
Independent Advisor Alliance
North Carolina
$249K -$31.4K -535 -11%
NPPM
584
North Point Portfolio Managers
Ohio
$249K
SWM
585
Segment Wealth Management
Texas
$248K +$1.82K +31 +0.7%
AC
586
Arjuna Capital
North Carolina
$247K +$248K +4,233 New
PFS
587
Physicians Financial Services
North Carolina
$246K
AWM
588
Altium Wealth Management
New York
$245K +$4.51K +77 +2%
FA
589
Fortis Advisors
Pennsylvania
$245K +$51.3K +875 +26%
PL
590
Perpetual Ltd
Australia
$244K
SMC
591
Smith, Moore & Co
Missouri
$238K -$2.87K -49 -1%
NCM
592
Nelson Capital Management
California
$237K
CA
593
Calton & Associates
Florida
$236K -$4.81K -82 -2%
DWA
594
Douglass Winthrop Advisors
New York
$233K
NAM
595
NTV Asset Management
West Virginia
$233K
WSC
596
Wellington Shields & Co
New York
$233K
BSW
597
Buckingham Strategic Wealth
Missouri
$233K +$234K +3,992 New
SSW
598
Smith Shellnut Wilson
Mississippi
$231K +$2.7K +46 +1%
PP
599
Patten & Patten
Tennessee
$229K -$9.38K -160 -4%
PVWM
600
Point View Wealth Management
New Jersey
$228K