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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
576
Bogart Wealth LLC
Virginia
$11M +$703K +14,661 +7%
WS
577
Wedbush Securities
California
$11M -$342K -7,126 -3%
VFA
578
Valeo Financial Advisors
Indiana
$10.9M +$669K +13,944 +7%
SIA
579
Sit Investment Associates
Minnesota
$10.9M +$7.95M +165,765 +352%
FMC
580
First Merchants Corp
Indiana
$10.9M +$810K +16,897 +9%
LDFR
581
Lehman & Derafelo Financial Resources
Pennsylvania
$10.9M -$53.5K -1,115 -0.5%
MCM
582
Mill Capital Management
North Carolina
$10.8M
MDCM
583
Morgan Dempsey Capital Management
Wisconsin
$10.7M +$310K +6,461 +3%
KPWS
584
Kestra Private Wealth Services
Texas
$10.7M +$1.15M +24,017 +13%
HI
585
Horizon Investments
North Carolina
$10.7M -$3.69K -77 -0%
WF
586
WoodTrust Financial
Wisconsin
$10.7M +$96.8K +2,020 +1%
DWM
587
Dakota Wealth Management
Florida
$10.6M -$215K -4,475 -2%
LIA
588
LS Investment Advisors
Michigan
$10.6M -$672K -14,015 -6%
SGC
589
Slocum, Gordon & Co
Rhode Island
$10.5M +$9.87M +205,891 New
LA
590
Lynch & Associates
Indiana
$10.5M +$4.27K +89 +0%
JIC
591
Johnson Investment Counsel
Ohio
$10.5M +$60.4K +1,260 +0.6%
FFIC
592
First Fiduciary Investment Counsel
Ohio
$10.5M -$134K -2,797 -1%
PP
593
Prospector Partners
Connecticut
$10.5M +$2.83M +59,025 +41%
CNC
594
Canandaigua National Corp
New York
$10.4M +$335K +6,983 +4%
SFS
595
Sowell Financial Services
Arkansas
$10.3M +$1.31M +27,350 +16%
KRSITF
596
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.3M
AAA
597
Adams Asset Advisors
Texas
$10.3M -$41.5K -866 -0.4%
ISB
598
Iowa State Bank
Iowa
$10.3M +$222K +4,628 +2%
VWM
599
Venturi Wealth Management
Texas
$10.2M -$535K -11,151 -5%
BL
600
Balentine LLC
Georgia
$10.2M +$1.85M +38,517 +24%