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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
526
Bragg Financial Advisors
North Carolina
$519K
WJWM
527
Williams Jones Wealth Management
New York
$516K
LAM
528
Lountzis Asset Management
Pennsylvania
$513K
CBA
529
Coastal Bridge Advisors
Connecticut
$512K +$645 +7 +0.1%
SJIM
530
St. Johns Investment Management
Florida
$510K -$25.4K -275 -5%
FNBOO
531
First National Bank of Omaha
Nebraska
$509K +$149K +1,616 +41%
Koshinski Asset Management
532
Koshinski Asset Management
Illinois
$507K -$13.6K -147 -3%
GBT
533
Grove Bank & Trust
Florida
$498K -$23.8K -258 -5%
ADL
534
Asset Dedication LLC
California
$498K +$36.5K +396 +8%
HCM
535
Hutner Capital Management
Vermont
$497K +$502K +5,445 New
WG
536
Welch Group
Alabama
$496K +$92 +1 +0%
GT
537
Greenleaf Trust
Michigan
$494K +$25K +271 +5%
PWPS
538
Pinnacle Wealth Planning Services
Ohio
$493K -$115K -1,243 -19%
Verition Fund Management
539
Verition Fund Management
Connecticut
$489K -$1.81M -19,634 -79%
Group One Trading
540
Group One Trading
Illinois
$487K +$228K +2,471 +86%
GPA
541
Garrison Point Advisors
California
$486K +$9.22K +100 +2%
ET
542
Equitable Trust
Tennessee
$483K
LBC
543
Lowe Brockenbrough & Co
Virginia
$483K
FWM
544
Frontier Wealth Management
Missouri
$483K +$184 +2 +0%
CFA
545
Carroll Financial Associates
North Carolina
$482K -$4.52K -49 -0.9%
Fayez Sarofim & Co
546
Fayez Sarofim & Co
Texas
$482K
HAG
547
HighPoint Advisor Group
Illinois
$480K -$28.6K -310 -6%
TAM
548
Taurus Asset Management
New York
$480K
FAAS
549
First Allied Advisory Services
California
$476K +$14.5K +157 +3%
CWM
550
Cordatus Wealth Management
Pennsylvania
$476K +$18.3K +198 +4%