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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
651
Smith, Moore & Co
Missouri
$977K -$38.8K -480 -4%
RWA
652
Ropes Wealth Advisors
Massachusetts
$977K +$115K +1,422 +13%
SCA
653
Snowden Capital Advisors
New York
$976K +$15.3K +190 +2%
OAM
654
Optimal Asset Management
California
$973K
BWM
655
Buckley Wealth Management
Nevada
$972K -$64.6K -800 -6%
MC
656
Middleton & Co
Massachusetts
$968K +$166K +2,055 +20%
SWM
657
SeaCrest Wealth Management
New York
$965K +$12K +149 +1%
SC
658
Schulhoff & Co
Ohio
$959K -$10.3K -127 -1%
DC
659
Davenport & Co
Virginia
$959K +$44.6K +552 +5%
CCP
660
Corient Capital Partners
California
$959K +$393K +4,869 +65%
FTDI
661
First Trust Direct Indexing
Massachusetts
$956K +$288K +3,561 +41%
RG
662
Renaissance Group
Kentucky
$949K -$58.2K -721 -6%
SRAM
663
Spouting Rock Asset Management
Pennsylvania
$947K +$983K +12,178 New
JWBC
664
John W. Bristol & Co
New York
$941K
ADBIC
665
A.D. Beadell Investment Counsel
Wisconsin
$934K -$32.3K -400 -3%
HAIM
666
Hunter Associates Investment Management
Pennsylvania
$933K +$145K +1,797 +18%
NEI
667
Northwest & Ethical Investments
Ontario, Canada
$926K +$961K +11,905 New
B
668
BP
United Kingdom
$924K -$322K -3,986 -25%
Capital Fund Management (CFM)
669
Capital Fund Management (CFM)
France
$923K +$959K +11,876 New
PFS
670
Prospera Financial Services
Texas
$916K -$290K -3,591 -23%
PA
671
Profund Advisors
Maryland
$916K +$4.44K +55 +0.5%
ATC
672
Argent Trust Co
Tennessee
$915K +$42.6K +527 +5%
ABP
673
Arthur B. Page
$912K
IIM
674
Ipswich Investment Management
Massachusetts
$912K +$2.58K +32 +0.3%
NB
675
NBT Bank
New York
$910K -$2.83K -35 -0.3%