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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
826
Prosperity Consulting Group
Maryland
$579K -$20.8K -301 -4%
TWM
827
Tolleson Wealth Management
Texas
$578K
BFM
828
Boothbay Fund Management
New York
$577K +$544K +7,887 New
ACC
829
Acorn Creek Capital
Colorado
$576K +$543K +7,871 New
CT
830
Cambridge Trust
Massachusetts
$573K +$26.6K +386 +5%
GA
831
Geller Advisors
New York
$572K +$3.38K +49 +0.6%
WSTAM
832
Wilbanks Smith & Thomas Asset Management
Virginia
$571K -$26.1K -378 -5%
FIA
833
Foundations Investment Advisors
Arizona
$568K +$3.73K +54 +0.8%
CCM
834
Coldstream Capital Management
Washington
$567K +$2.55K +37 +0.5%
RG
835
Renaissance Group
Kentucky
$564K -$79.9K -1,158 -13%
WI
836
Wintrust Investments
Illinois
$560K -$24K -348 -4%
SPFA
837
Summit Place Financial Advisors
New Jersey
$560K -$55.2K -800 -9%
BG
838
Bahl & Gaynor
Ohio
$559K -$6.7K -97 -1%
LIM
839
Loudon Investment Management
New Hampshire
$559K
KI
840
Kapitalo Investimentos
Brazil
$554K -$57.2K -829 -10%
EFS
841
Essex Financial Services
Connecticut
$554K +$16.8K +244 +3%
EWA
842
EP Wealth Advisors
California
$553K -$36.4K -527 -7%
LMKC
843
L.M. Kohn & Company
Ohio
$552K +$8.63K +125 +2%
LNC
844
Lincoln National Corp
Pennsylvania
$552K -$140K -2,029 -21%
SW
845
Simplicity Wealth
New Jersey
$550K +$7.38K +107 +1%
SC
846
Syon Capital
California
$549K +$101K +1,464 +24%
SSW
847
Smith Shellnut Wilson
Mississippi
$549K -$71.9K -1,042 -12%
ABP
848
Arthur B. Page
$548K -$161K -2,335 -24%
THWM
849
Taylor Hoffman Wealth Management
Virginia
$545K -$4.49K -65 -0.9%
VF
850
Virtu Financial
New York
$543K +$192K +2,786 +60%