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Name Holding Trade Value Shares
Change
Change in
Stake
IAMOG
451
Investors Asset Management of Georgia
Georgia
$907K +$38.5K +595 +5%
VWM
452
Venturi Wealth Management
Texas
$884K -$49.7K -768 -6%
CM
453
Caption Management
Oklahoma
$884K +$819K +12,640 New
AAS
454
Avantax Advisory Services
Texas
$881K +$61.6K +951 +8%
AI
455
Atria Investments
North Carolina
$865K -$12.7K -196 -2%
CQS
456
Credential Qtrade Securities
$852K +$790K +12,200 New
ABTD
457
Arvest Bank Trust Division
Oklahoma
$841K +$87.7K +1,354 +13%
CI
458
Cigna Investments
Connecticut
$834K -$8.94K -138 -1%
First Manhattan
459
First Manhattan
New York
$834K +$6.09K +94 +0.8%
WS
460
Wedbush Securities
California
$832K -$25.6K -395 -3%
OIA
461
OneDigital Investment Advisors
Kansas
$823K +$518 +8 +0.1%
CT
462
Coastline Trust
Rhode Island
$819K -$19.4K -300 -2%
CCM
463
Cohen Capital Management
California
$818K
AP
464
Advisor Partners
California
$817K +$83.7K +1,292 +12%
WB
465
WesBanco Bank
West Virginia
$814K -$46K -710 -6%
VAS
466
Vestmark Advisory Solutions
Massachusetts
$803K +$745K +11,503 New
AIM
467
Achmea Investment Management
Netherlands
$802K -$2.91M -44,990 -80%
CIC
468
Carnegie Investment Counsel
Ohio
$798K
FIM
469
Freedom Investment Management
Connecticut
$797K -$1.29M -19,950 -64%
FIM
470
Frontier Investment Management
Texas
$795K -$28K -433 -4%
AIP
471
Ameritas Investment Partners
Nebraska
$791K
MWM
472
Meridian Wealth Management
Kentucky
$790K +$92.9K +1,434 +15%
SWM
473
Segment Wealth Management
Texas
$789K -$2.07K -32 -0.3%
AMIM
474
Aull & Monroe Investment Management
Alabama
$786K -$104K -1,600 -12%
BAS
475
Brown Advisory Securities
Maryland
$784K -$269K -4,160 -27%