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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
801
Loudon Investment Management
New Hampshire
$615K -$39.4K -488 -6%
PPWM
802
Paragon Private Wealth Management
Kentucky
$610K +$132K +1,633 +26%
CT
803
Cambridge Trust
Massachusetts
$610K -$29K -359 -4%
MAS
804
Meeder Advisory Services
Ohio
$607K +$642K +7,942 New
BMC
805
Beaton Management Company
Massachusetts
$605K
TWM
806
Tolleson Wealth Management
Texas
$605K
VIA
807
Vident Investment Advisory
Georgia
$604K +$171K +2,120 +37%
GWAM
808
Guardian Wealth Advisors (Minnesota)
Minnesota
$603K -$7.03K -87 -1%
SRC
809
Sage Rhino Capital
California
$597K +$11.3K +140 +2%
BG
810
Bahl & Gaynor
Ohio
$596K -$23.4K -290 -4%
CPIG
811
Chicago Partners Investment Group
Illinois
$596K -$2.75K -34 -0.4%
JGUA
812
John G. Ullman & Associates
New York
$591K +$625K +7,735 New
BIM
813
Baldwin Investment Management
Pennsylvania
$587K
HT
814
HighTower Trust
Texas
$585K
LNC
815
Lincoln National Corp
Pennsylvania
$584K +$120K +1,482 +24%
CAG
816
Csenge Advisory Group
Florida
$584K +$10.9K +135 +2%
CFG
817
Citizens Financial Group
Rhode Island
$581K -$12.9K -160 -2%
GA
818
Goldstein Advisors
Wisconsin
$578K +$611K +7,558 New
WCM
819
WealthBridge Capital Management
Ohio
$577K +$11.5K +142 +2%
RCAG
820
Rehmann Capital Advisory Group
Michigan
$576K -$125K -1,545 -17%
FBA
821
Front Barnett Associates
Illinois
$575K
IA
822
IFP Advisors
Florida
$573K -$159K -1,967 -18%
OWM
823
OneAscent Wealth Management
Alabama
$573K +$4.44K +55 +0.7%
THWM
824
Taylor Hoffman Wealth Management
Virginia
$571K -$166K -2,052 -22%
Verition Fund Management
825
Verition Fund Management
Connecticut
$570K -$784K -9,702 -57%