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Name Holding Trade Value Shares
Change
Change in
Stake
AS
601
Altshuler Shaham
Israel
$653K +$49.4K +542 +8%
NG
602
Norden Group
Utah
$653K -$67.3K -739 -9%
SMC
603
Smith, Moore & Co
Missouri
$652K +$13.2K +145 +2%
NP
604
NorthRock Partners
Minnesota
$651K -$494K -5,424 -42%
SCM
605
Shelton Capital Management
Colorado
$646K – – –
AO
606
Advisor OS
Illinois
$642K -$219K -2,407 -25%
JIC
607
Johnson Investment Counsel
Ohio
$641K -$5.55K -61 -0.8%
MWM
608
Meridian Wealth Management
Kentucky
$640K +$132K +1,450 +25%
SI
609
Stephens Inc
Arkansas
$632K -$248K -2,727 -28%
BAM
610
Byrne Asset Management
New Jersey
$620K +$639K +7,020 New
CIBC Private Wealth Group
611
CIBC Private Wealth Group
Georgia
$619K -$37.5K -412 -6%
SWP
612
Sagespring Wealth Partners
Tennessee
$618K +$20.9K +229 +3%
PFM
613
Potomac Fund Management
Florida
$616K -$10.2K -112 -2%
AW
614
Alaethes Wealth
Nevada
$616K +$631K +6,926 New
NLGIA
615
Nippon Life Global Investors Americas
New York
$614K +$88.3K +970 +16%
FMP
616
Financial Management Professionals
Texas
$614K -$911 -10 -0.1%
QIM
617
Quest Investment Management
Oregon
$613K -$62.7K -689 -9%
FBT
618
First Bankers Trust
Kentucky
$610K – – –
HWMO
619
Heritage Wealth Management (Ohio)
Ohio
$606K – – –
IF
620
Intrua Financial
Texas
$606K -$19.6K -215 -3%
SAI
621
Savvy Advisors Inc
New York
$606K +$23K +253 +4%
SIAG
622
Safeguard Investment Advisory Group
California
$606K +$1.64K +18 +0.3%
JCM
623
Jacobi Capital Management
Pennsylvania
$605K -$1.64K -18 -0.3%
MBTD
624
Mechanics Bank - Trust Department
California
$600K – – –
IP
625
Indivisible Partners
Florida
$595K +$614K +6,744 New