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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1501
SSI Investment Management
California
$298K -$3.42K -10 -1%
KP
1502
Keel Point
Alabama
$298K +$37.6K +110 +13%
CPSC
1503
Carl P. Sherr & Co
Massachusetts
$295K -$26.7K -78 -8%
WB
1504
West Bancorporation
Iowa
$295K -$5.47K -16 -2%
WIA
1505
Wealthstreet Investment Advisors
Texas
$294K
SWM
1506
Segment Wealth Management
Texas
$293K -$73.2K -214 -19%
BWM
1507
BerganKDV Wealth Management
Minnesota
$292K +$5.13K +15 +2%
DL
1508
DOHJ LLC
Washington
$292K +$313K +916 New
SVWAG
1509
Sound View Wealth Advisors Group
Georgia
$291K -$4.45K -13 -1%
NIM
1510
NuWave Investment Management
New Jersey
$291K +$288K +843 +1,204%
VCP
1511
Verus Capital Partners
Arizona
$291K +$313K +915 New
MA
1512
Mutual Advisors
Nebraska
$290K -$157K -460 -34%
CFG
1513
Cooper Financial Group
California
$289K +$7.87K +23 +3%
AAM
1514
Auxier Asset Management
Oregon
$288K -$6.84K -20 -2%
BWP
1515
Bernardo Wealth Planning
Pennsylvania
$288K +$37.3K +109 +14%
YMRC
1516
Yorktown Management & Research Company
Virginia
$286K
TCM
1517
TimesSquare Capital Management
New York
$286K +$8.55K +25 +3%
FP
1518
Foundry Partners
Minnesota
$285K
TPWA
1519
TRUE Private Wealth Advisors
Oregon
$284K -$173K -506 -36%
MGWM
1520
Marks Group Wealth Management
Minnesota
$283K
HTHT
1521
Hemenway Trust Hemenway Trust
New Hampshire
$283K +$42.8K +125 +16%
SAMC
1522
Spectrum Asset Management (California)
California
$282K -$59.9K -175 -17%
SBL
1523
Sargent Bickham Lagudis
Colorado
$282K +$14.4K +42 +5%
Wealth Enhancement Advisory Services
1524
Wealth Enhancement Advisory Services
Minnesota
$280K -$1.68M -4,913 -85%
AIC
1525
Archer Investment Corporation
Indiana
$280K +$301K +880 New