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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
876
Johnson Investment Counsel
Ohio
$655K +$63.2K +1,089 +11%
WSC
877
Wellington Shields & Co
New York
$653K
LWAM
878
Legacy Wealth Asset Management
Minnesota
$652K -$16.8K -289 -3%
BC
879
Bartlett & Co
Ohio
$652K +$42.3K +729 +7%
HT
880
Heritage Trust
Oklahoma
$652K +$58.5K +1,009 +10%
BCWM
881
Bartlett & Co Wealth Management
Ohio
$652K +$42.3K +729 +7%
IIM
882
Ipswich Investment Management
Massachusetts
$651K
LSAG
883
Lake Street Advisors Group
New Hampshire
$650K -$23.8K -411 -4%
ATPW
884
Ashton Thomas Private Wealth
Arizona
$649K -$26.9K -463 -4%
CK
885
Cohen Klingenstein
New York
$641K
EWM
886
Evercore Wealth Management
New York
$641K -$13.9K -240 -2%
CWM
887
Congress Wealth Management
Massachusetts
$641K +$65.8K +1,135 +12%
MIM
888
Montgomery Investment Management
Maryland
$637K +$11.6K +200 +2%
SIG
889
Stonegate Investment Group
Alabama
$633K +$10.3K +177 +2%
QCG
890
Quadrant Capital Group
Ohio
$631K +$120K +2,064 +24%
CC
891
Courier Capital
New York
$629K
CAAS
892
Capital Asset Advisory Services
Michigan
$622K +$66.6K +1,149 +12%
LFA
893
Legend Financial Advisors
Pennsylvania
$621K -$1.33K -23 -0.2%
CAM
894
Congress Asset Management
Massachusetts
$618K
AWM
895
Axxcess Wealth Management
California
$618K +$614K +10,593 New
EAM
896
Evanson Asset Management
California
$617K
HH
897
Hilltop Holdings
Texas
$615K +$142K +2,457 +30%
FA
898
FDx Advisors
Illinois
$612K +$63.6K +1,097 +12%
CCA
899
Checchi Capital Advisers
California
$611K -$14K -241 -2%
WR
900
WD Rutherford
Oregon
$611K -$17.7K -305 -3%