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Name Holding Trade Value Shares
Change
Change in
Stake
AG
976
Ascent Group
Virginia
$514K +$48.4K +539 +11%
PCS
977
Personal CFO Solutions
New Jersey
$513K +$65.8K +733 +15%
PCH
978
PGIM Custom Harvest
New Jersey
$513K +$987 +11 +0.2%
ACM
979
Ategra Capital Management
Virginia
$513K +$495K +5,510 New
CFG
980
Carr Financial Group
Massachusetts
$511K – – –
WB
981
WesBanco Bank
West Virginia
$511K +$24.1K +268 +5%
CCM
982
Coldstream Capital Management
Washington
$511K +$11K +123 +2%
AAM
983
Auxier Asset Management
Oregon
$510K – – –
PG
984
Patten Group
Tennessee
$510K -$12.6K -140 -2%
YIA
985
YHB Investment Advisors
Connecticut
$510K +$2.24K +25 +0.5%
FCA
986
FLC Capital Advisors
California
$506K – – –
GIA
987
GHP Investment Advisors
Colorado
$501K – – –
DBRC
988
D.B. Root & Company
Pennsylvania
$500K -$33.6K -374 -7%
CIC
989
Carnegie Investment Counsel
Ohio
$498K -$6.82K -76 -1%
BIAS
990
Beacon Investment Advisory Services
New Jersey
$496K +$28K +312 +6%
SSG
991
Summit Securities Group
New York
$493K -$835K -9,300 -64%
HIA
992
Harbor Investment Advisory
Maryland
$492K +$19.7K +220 +4%
BCM
993
Brookstone Capital Management
Illinois
$490K -$592K -6,594 -54%
GI
994
Gradient Investments
Minnesota
$489K +$8.8K +98 +2%
PIM
995
Penobscot Investment Management
Massachusetts
$488K -$39K -435 -8%
SP
996
Symmetry Partners
Connecticut
$486K -$1.11M -12,381 -70%
LIA
997
LS Investment Advisors
Michigan
$480K – – –
MYAM
998
Meiji Yasuda Asset Management
Japan
$478K +$79.4K +885 +21%
CSIC
999
Clifford Swan Investment Counsel
California
$477K -$11K -123 -2%
TF
1000
Trek Financial
Arizona
$469K -$44K -490 -9%