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Name Holding Trade Value Shares
Change
Change in
Stake
AG
401
Ascent Group
Virginia
$533K +$107K +3,821 +22%
CCMIC
402
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$533K -$16.8M -598,265 -98%
BAM
403
Berkshire Asset Management
Pennsylvania
$526K +$219K +7,817 +61%
DM
404
Diversified Management
Wisconsin
$525K +$576K +20,515 New
S
405
Steadtrust
Texas
$522K
WPC
406
Wedmont Private Capital
Pennsylvania
$521K +$27.8K +992 +5%
SL
407
Summitry LLC
California
$520K +$72.3K +2,575 +15%
ST
408
Somerset Trust
Pennsylvania
$520K +$4.63K +165 +0.8%
EPW
409
Evolve Private Wealth
California
$520K +$570K +20,306 New
PWPS
410
Pinnacle Wealth Planning Services
Ohio
$520K -$25.9K -923 -4%
CIA
411
Concurrent Investment Advisors
Florida
$518K +$254K +9,046 +81%
RF
412
Rossby Financial
Florida
$517K +$28.4K +1,010 +5%
OCM
413
Ovata Capital Management
Hong Kong
$514K -$197K -7,000 -26%
FC
414
FCA Corp
Texas
$512K
SC
415
Saturna Capital
Washington
$512K
BBVA
416
Banco Bilbao Vizcaya Argentaria
Spain
$501K +$163K +5,816 +42%
SFS
417
Sowell Financial Services
Arkansas
$501K +$96.8K +3,448 +21%
IWC
418
Integrated Wealth Concepts
Massachusetts
$498K -$226K -8,038 -29%
PCIA
419
Prime Capital Investment Advisors
Kansas
$494K -$2.3K -82 -0.4%
HAG
420
HighPoint Advisor Group
Illinois
$494K +$158K +5,629 +41%
OL
421
Optas LLC
Texas
$479K +$2.3K +82 +0.4%
JIC
422
Johnson Investment Counsel
Ohio
$478K -$42.4K -1,511 -7%
FHC
423
First Horizon Corporation
Tennessee
$475K +$1.6K +57 +0.3%
PWA
424
Pitcairn Wealth Advisors
Pennsylvania
$474K +$519K +18,500 New
BBHC
425
Brown Brothers Harriman & Co
New York
$463K +$211K +7,511 +71%