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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
726
9258 Wealth Management
Ohio
$1.01M -$69.2K -957 -7%
YIH
727
Y-Intercept (HK)
Hong Kong
$1.01M +$977K +13,506 New
CAMG
728
CWA Asset Management Group
Florida
$996K -$28.4K -393 -3%
CFMC
729
Curbstone Financial Management Corp
New Hampshire
$991K
BBHC
730
Brown Brothers Harriman & Co
New York
$986K +$64.6K +893 +7%
AWM
731
AE Wealth Management
Kansas
$986K -$37.8K -523 -4%
GSWM
732
Greenup Street Wealth Management
Michigan
$983K -$34.8K -481 -4%
SFA
733
Semmax Financial Advisors
North Carolina
$976K -$16.3K -226 -2%
IB
734
Intrust Bank
Kansas
$974K +$144K +1,995 +18%
FCI
735
Financial Counselors Inc
Kansas
$972K -$62.5K -864 -6%
LC
736
Lavaca Capital
Texas
$969K +$943K +13,031 New
SPIA
737
Steward Partners Investment Advisory
New York
$967K -$55.6K -769 -6%
BP
738
Ballentine Partners
Massachusetts
$965K -$93.1K -1,287 -9%
CIM
739
Confluence Investment Management
Missouri
$958K -$31.9K -441 -3%
WA
740
Wambolt & Associates
Colorado
$955K -$10.9K -151 -1%
BCM
741
Brookstone Capital Management
Illinois
$950K -$29.9K -414 -3%
RI
742
Ridgewood Investments
New Jersey
$937K +$281K +3,890 +45%
IRAG
743
Investment Research & Advisory Group
Georgia
$930K -$279K -3,859 -24%
WPW
744
Waldron Private Wealth
Pennsylvania
$928K
TF
745
TIAA FSB
Florida
$928K -$43.3K -599 -5%
BCA
746
Bray Capital Advisors
Florida
$927K
DCM
747
Donaldson Capital Management
Indiana
$919K -$29.2K -403 -3%
HC
748
Hamilton Capital
Ohio
$899K +$423K +5,849 +94%
SW
749
SteelPeak Wealth
California
$899K -$589K -8,148 -41%
VFA
750
Valeo Financial Advisors
Indiana
$895K -$539K -7,445 -38%