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Name Holding Trade Value Shares
Change
Change in
Stake
RG
851
Renaissance Group
Kentucky
$617K -$10K -127 -2%
HH
852
Hilltop Holdings
Texas
$613K -$29.5K -374 -5%
PWM
853
Perigon Wealth Management
California
$613K +$118K +1,503 +25%
LMKC
854
L.M. Kohn & Company
Ohio
$611K -$1.89K -24 -0.3%
CT
855
Cambridge Trust
Massachusetts
$607K -$28.4K -361 -5%
WI
856
Wintrust Investments
Illinois
$606K -$15.6K -198 -3%
LIM
857
Loudon Investment Management
New Hampshire
$604K -$15.8K -200 -3%
FFC
858
First Financial Corp
Indiana
$602K +$12.6K +160 +2%
BG
859
Bahl & Gaynor
Ohio
$601K -$19.7K -250 -3%
E
860
ETFidea
New York
$598K
SSW
861
Smith Shellnut Wilson
Mississippi
$598K -$10.6K -134 -2%
FPAS
862
Focus Partners Advisor Solutions
Missouri
$598K +$360K +4,574 +164%
PWMAG
863
Pinnacle Wealth Management Advisory Group
New Jersey
$598K +$4.18K +53 +0.7%
FPB
864
First PREMIER Bank
South Dakota
$597K -$2.36K -30 -0.4%
CNBT
865
Canandaigua National Bank & Trust
New York
$597K +$52K +660 +10%
MIM
866
Moseley Investment Management
Florida
$594K +$11.4K +145 +2%
AGWCA
867
Annis Gardner Whiting Capital Advisors
Florida
$593K
JWCA
868
J.W. Cole Advisors
Florida
$587K -$6.15K -78 -1%
MSCM
869
McElhenny Sheffield Capital Management
Texas
$586K +$569K +7,220 New
NF
870
Norwood Financial
Pennsylvania
$583K
MWM
871
Mission Wealth Management
California
$579K +$123K +1,564 +28%
TI
872
Trexquant Investment
Connecticut
$576K -$8.4M -106,593 -94%
SIA
873
SkyView Investment Advisors
New Jersey
$576K +$559K +7,098 New
THWM
874
Taylor Hoffman Wealth Management
Virginia
$576K -$28.4K -361 -5%
SP
875
Symmetry Partners
Connecticut
$575K