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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
701
Strategic Wealth Partners
Ohio
$606K +$635K +11,214 New
ACM
702
Ashford Capital Management
Delaware
$604K
CNBT
703
Canandaigua National Bank & Trust
New York
$600K -$95.2K -1,680 -15%
AAM
704
Advisors Asset Management
Colorado
$595K +$397K +7,013 +252%
UB
705
UMB Bank
Missouri
$584K -$21.9K -386 -4%
PA
706
Pinnacle Associates
New York
$580K -$26.7K -472 -5%
SAA
707
Southeast Asset Advisors
Georgia
$579K
AI
708
Atria Investments
North Carolina
$578K +$300K +5,288 +125%
BAM
709
Barrett Asset Management
New York
$574K +$2.83K +50 +0.5%
SBH
710
Segall Bryant & Hamill
Illinois
$571K +$1.47K +26 +0.3%
VIA
711
Vident Investment Advisory
Georgia
$570K +$119K +2,094 +29%
HWA
712
Heritage Wealth Advisors
Virginia
$568K
PCM
713
Prelude Capital Management
New York
$566K +$121K +2,135 +30%
4IG
714
440 Investment Group
Kansas
$566K +$528K +9,316 New
GWM
715
Geneos Wealth Management
Colorado
$560K +$54.3K +959 +12%
B
716
Barings
North Carolina
$559K
Kayne Anderson Rudnick Investment Management
717
Kayne Anderson Rudnick Investment Management
California
$559K
RE
718
RBC Europe
United Kingdom
$558K
SWM
719
Segment Wealth Management
Texas
$558K +$1.08K +19 +0.2%
CB
720
Chemical Bank
Michigan
$555K -$43.6K -769 -8%
SXL
721
Summit X LLC
Missouri
$551K +$44.8K +790 +10%
TC
722
Trilogy Capital
California
$551K +$514K +9,072 New
RP
723
Rice Partnership
Hawaii
$543K +$507K +8,941 New
MAM
724
Meeder Asset Management
Ohio
$539K +$89.9K +1,586 +22%
AW
725
ACG Wealth
Georgia
$538K +$32.2K +568 +7%