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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1101
Regent Investment Management
Kentucky
$613K
GWM
1102
Geneos Wealth Management
Colorado
$611K -$51.1K -175 -7%
FA
1103
FCG Advisors
New Jersey
$608K
MWM
1104
Mission Wealth Management
California
$607K +$182K +625 +40%
WJWM
1105
Williams Jones Wealth Management
New York
$607K +$642K +2,199 New
CFA
1106
Carroll Financial Associates
North Carolina
$602K -$5.25K -18 -0.8%
CSIC
1107
Clifford Swan Investment Counsel
California
$602K
GCM
1108
Gladius Capital Management
Illinois
$598K +$306K +1,048 +94%
CA
1109
Clearstead Advisors
Ohio
$583K +$17.5K +60 +3%
PWPS
1110
Pinnacle Wealth Planning Services
Ohio
$581K +$39.7K +136 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
1111
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$580K -$934K -3,200 -60%
AAM
1112
Aureus Asset Management
Massachusetts
$579K
CCM
1113
Community Capital Management
Florida
$577K +$201K +687 +49%
PK
1114
Pflug Koory
Nebraska
$571K
MPI
1115
Mairs & Power Inc
Minnesota
$568K +$1.46K +5 +0.2%
MCC
1116
Malaga Cove Capital
California
$567K +$599K +2,053 New
QCG
1117
Quadrant Capital Group
Ohio
$563K +$9.93K +34 +2%
EWM
1118
Elite Wealth Management
Washington
$561K -$36.2K -124 -6%
ACM
1119
Azimuth Capital Management
Michigan
$558K -$19.9K -68 -3%
RC
1120
RBF Capital
California
$553K
SCA
1121
Sippican Capital Advisors
Massachusetts
$553K
BL
1122
BFSG LLC
California
$553K +$16.9K +58 +3%
IIM
1123
Intact Investment Management
Quebec, Canada
$553K +$117K +400 +25%
Cetera Investment Advisers
1124
Cetera Investment Advisers
Illinois
$550K +$61.3K +210 +12%
WMA
1125
Wealth Management Associates
New Jersey
$547K +$315K +1,079 +120%