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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1251
Baldwin Wealth Partners
Massachusetts
$327K
CPA
1252
Clear Perspective Advisors
Illinois
$325K +$336K +8,468 New
PIM
1253
Perkins Investment Management
Illinois
$323K -$52.5K -1,325 -14%
Nuveen Fund Advisors
1254
Nuveen Fund Advisors
Illinois
$323K +$333K +8,402 New
KLWA
1255
Kelly Lawrence W & Associates
California
$322K -$22.4K -566 -6%
SCA
1256
Sippican Capital Advisors
Massachusetts
$320K +$93.4K +2,355 +39%
WPA
1257
Winning Points Advisors
Florida
$318K +$328K +8,269 New
PFS
1258
Physicians Financial Services
North Carolina
$311K +$8.84K +223 +3%
CHAM
1259
Clear Harbor Asset Management
Connecticut
$309K
BSB
1260
Bangor Savings Bank
Maine
$309K +$4.2K +106 +1%
SPIA
1261
Steward Partners Investment Advisory
New York
$309K +$320K +8,070 New
PCMM
1262
Private Capital Management (Minnesota)
Minnesota
$307K -$37.7K -950 -11%
FIM
1263
Frontier Investment Management
Texas
$307K -$15.1K -380 -5%
AIM
1264
Allen Investment Management
New York
$307K
SEC
1265
Seven Eight Capital
New York
$307K +$317K +8,000 New
CYG
1266
Clean Yield Group
Vermont
$301K
ZB
1267
Zions Bancorporation
Utah
$301K +$1.27K +32 +0.4%
CPIG
1268
Chicago Partners Investment Group
Illinois
$300K -$3.96K -100 -1%
CCMG
1269
Clark Capital Management Group
Pennsylvania
$299K +$309K +7,789 New
CAM
1270
Covenant Asset Management
New Jersey
$296K +$306K +7,719 New
ATC
1271
Adirondack Trust Company
New York
$294K
CCT
1272
Capital City Trust
Florida
$293K -$3.96K -100 -1%
SAM
1273
SignalPoint Asset Management
Missouri
$293K
CIA
1274
Capital Investment Advisors
Georgia
$292K -$19.1K -481 -6%
WA
1275
WFG Advisors
Texas
$290K +$28K +705 +10%