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Name Holding Trade Value Shares
Change
Change in
Stake
NG
601
Norden Group
Utah
$653K -$67.3K -739 -9%
SMC
602
Smith, Moore & Co
Missouri
$652K +$13.2K +145 +2%
NP
603
NorthRock Partners
Minnesota
$651K -$494K -5,424 -42%
SCM
604
Shelton Capital Management
Colorado
$646K
AO
605
Advisor OS
Illinois
$642K -$219K -2,407 -25%
JIC
606
Johnson Investment Counsel
Ohio
$641K -$5.55K -61 -0.8%
MWM
607
Meridian Wealth Management
Kentucky
$640K +$132K +1,450 +25%
SI
608
Stephens Inc
Arkansas
$632K -$248K -2,727 -28%
BAM
609
Byrne Asset Management
New Jersey
$620K +$639K +7,020 New
CIBC Private Wealth Group
610
CIBC Private Wealth Group
Georgia
$619K -$37.5K -412 -6%
SWP
611
Sagespring Wealth Partners
Tennessee
$618K +$20.9K +229 +3%
PFM
612
Potomac Fund Management
Florida
$616K -$10.2K -112 -2%
AW
613
Alaethes Wealth
Nevada
$616K +$631K +6,926 New
NLGIA
614
Nippon Life Global Investors Americas
New York
$614K +$88.3K +970 +16%
FMP
615
Financial Management Professionals
Texas
$614K -$911 -10 -0.1%
QIM
616
Quest Investment Management
Oregon
$613K -$62.7K -689 -9%
FBT
617
First Bankers Trust
Kentucky
$610K
HWMO
618
Heritage Wealth Management (Ohio)
Ohio
$606K
IF
619
Intrua Financial
Texas
$606K -$19.6K -215 -3%
SAI
620
Savvy Advisors Inc
New York
$606K +$23K +253 +4%
SIAG
621
Safeguard Investment Advisory Group
California
$606K +$1.64K +18 +0.3%
JCM
622
Jacobi Capital Management
Pennsylvania
$605K -$1.64K -18 -0.3%
MBTD
623
Mechanics Bank - Trust Department
California
$600K
IP
624
Indivisible Partners
Florida
$595K +$614K +6,744 New
WIA
625
World Investment Advisors
California
$595K +$275K +3,016 +81%