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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
751
Asset Dedication LLC
California
$630K +$10.5K +153 +2%
GWAM
752
Guardian Wealth Advisors (Minnesota)
Minnesota
$626K +$580K +8,433 New
BCM
753
Brookstone Capital Management
Illinois
$623K +$20.8K +302 +4%
CCM
754
Conway Capital Management
California
$616K +$571K +8,298 New
SAM
755
Sompo Asset Management
Japan
$613K -$6.38M -92,760 -92%
CNC
756
Canandaigua National Corp
New York
$610K
BRM
757
Boston Research & Management
Massachusetts
$608K -$3.16K -46 -0.6%
FLPIM
758
F.L. Putnam Investment Management
Massachusetts
$607K -$39.7K -577 -7%
MCCP
759
Mission Creek Capital Partners
California
$603K -$83.3K -1,211 -13%
SAM
760
Selway Asset Management
$602K -$6.88K -100 -1%
BFEC
761
Benjamin F. Edwards & Company
Missouri
$599K -$282K -4,105 -34%
WC
762
Whitney & Co
New York
$599K +$8.6K +125 +2%
FTDI
763
First Trust Direct Indexing
Massachusetts
$597K +$553K +8,046 New
HAG
764
HighPoint Advisor Group
Illinois
$594K -$29.7K -432 -5%
KWM
765
Kingsview Wealth Management
Oregon
$592K +$25K +364 +5%
SF
766
Synovus Financial
Georgia
$587K -$78.9K -1,147 -13%
SBH
767
Segall Bryant & Hamill
Illinois
$580K +$13.8K +200 +3%
DP
768
Dearborn Partners
Illinois
$575K -$47.4K -689 -8%
NFG
769
NewFocus Financial Group
Washington
$574K -$28.2K -410 -5%
BIM
770
Baldwin Investment Management
Pennsylvania
$572K +$162K +2,350 +44%
AIM
771
Aigen Investment Management
New York
$568K +$526K +7,645 New
MSRPS
772
Maryland State Retirement & Pension System
Maryland
$568K +$540K +7,852 New
SWK
773
Stephen W. Kidder
$565K -$138K -2,000 -21%
CI
774
Conning Inc
Connecticut
$560K -$7.56K -110 -1%
BA
775
Bristlecone Advisors
Washington
$559K -$130K -1,885 -20%