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Name Holding Trade Value Shares
Change
Change in
Stake
WEG
751
World Equity Group
Illinois
$862K +$27K +292 +3%
DCM
752
Donaldson Capital Management
Indiana
$862K +$975K +10,544 New
DAS
753
Dynamic Advisor Solutions
Arizona
$861K -$4.44K -48 -0.5%
CT
754
Coastline Trust
Rhode Island
$856K -$141K -1,530 -13%
ONSWM
755
Old North State Wealth Management
North Carolina
$855K +$967K +10,457 New
PG
756
Patten Group
Tennessee
$854K
KCIA
757
Kingsbury Capital Investment Advisors
Illinois
$848K +$699K +7,555 +268%
PP
758
PDS Planning
Ohio
$844K +$85.4K +924 +10%
AIA
759
Alera Investment Advisors
Illinois
$842K +$42.4K +459 +5%
HW
760
Hancock Whitney
Mississippi
$839K +$19.9K +215 +2%
LOPW
761
Live Oak Private Wealth
North Carolina
$836K +$232K +2,514 +33%
P
762
Pitcairn
Pennsylvania
$828K -$138K -1,488 -13%
NAMA
763
Nikko Asset Management Americas
New York
$821K +$419K +4,532 +76%
RC
764
RBF Capital
California
$818K
TMC
765
Trellus Management Company
Florida
$818K
SCA
766
Sassicaia Capital Advisers
New York
$818K +$925K +10,000 New
CIA
767
Cladis Investment Advisory
Montana
$818K
IAN
768
Integrated Advisors Network
Texas
$816K -$11.5K -124 -1%
MS
769
Maven Securities
Jersey
$804K +$250K +2,700 +38%
CG
770
Colony Group
Massachusetts
$800K +$1.67K +18 +0.2%
CIC
771
Carnegie Investment Counsel
Ohio
$800K +$8.6K +93 +1%
PIM
772
Penobscot Investment Management
Massachusetts
$797K -$97.1K -1,050 -10%
LIM
773
Loudon Investment Management
New Hampshire
$795K +$90.2K +975 +11%
OPS
774
Orion Portfolio Solutions
Nebraska
$793K -$137K -1,486 -13%
CCIA
775
Campbell & Co Investment Adviser
Maryland
$789K +$893K +9,655 New