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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1776
Strategic Financial Services
New York
$331K
PCP
1777
Proficio Capital Partners
Massachusetts
$331K +$313K +3,750 New
PA
1778
Perennial Advisors
New York
$331K +$350K +4,199 New
AF
1779
Affiance Financial
Minnesota
$330K
CFS
1780
Cannon Financial Strategists
Georgia
$329K
Two Sigma Investments
1781
Two Sigma Investments
New York
$329K -$1.47M -17,660 -81%
NWP
1782
Northstar Wealth Partners
Connecticut
$328K +$4.84K +58 +1%
FBT
1783
First Bank & Trust
South Dakota
$328K +$27.8K +333 +9%
CWM
1784
Calamos Wealth Management
Illinois
$327K -$54.9K -658 -14%
GGI
1785
Godsey & Gibb Inc
Virginia
$327K +$50.2K +602 +17%
IF
1786
IRON Financial
Illinois
$326K -$43.1K -516 -11%
FFIC
1787
First Fiduciary Investment Counsel
Ohio
$325K +$51.7K +620 +18%
BONST
1788
Bank of Nova Scotia Trust
Ontario, Canada
$323K +$45K +539 +15%
SIM
1789
Sonora Investment Management
Arizona
$322K +$6.42K +77 +2%
MAM
1790
Madison Asset Management
Wisconsin
$322K +$91.8K +1,100 +37%
FWM
1791
FSA Wealth Management
Massachusetts
$321K
TCM
1792
Tradewinds Capital Management
Washington
$320K -$2.5K -30 -0.7%
AWM
1793
Aevitas Wealth Management
Massachusetts
$320K +$334 +4 +0.1%
GAM
1794
Gould Asset Management
California
$319K
MPW
1795
Monterey Private Wealth
California
$318K -$27.2K -326 -7%
CW
1796
CreativeOne Wealth
Kansas
$318K +$29K +347 +9%
MCP
1797
Mirador Capital Partners
California
$318K +$70.1K +840 +32%
SRC
1798
Stone Run Capital
New York
$315K
CHA
1799
Carmichael Hill & Associates
Maryland
$315K +$83 +1 +0%
BA
1800
Bristlecone Advisors
Washington
$313K -$269K -3,226 -45%