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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
351
Evergreen Capital Management
Washington
$641K +$425K +9,487 +153%
IPW
352
Inlet Private Wealth
Florida
$630K +$690K +15,400 New
SFSG
353
Sound Financial Strategies Group
Mississippi
$620K +$6.72K +150 +1%
NPT
354
Nixon Peabody Trust
Massachusetts
$615K -$150K -3,350 -18%
ME
355
McIlrath & Eck
Washington
$607K +$47.3K +1,054 +8%
ISL
356
Ingalls & Snyder LLC
New York
$600K -$42.3K -943 -6%
UCFA
357
United Capital Financial Advisors
Texas
$595K +$108K +2,417 +20%
NP
358
NorthRock Partners
Minnesota
$594K -$162K -3,623 -20%
CGH
359
Crossmark Global Holdings
Texas
$583K -$368K -8,219 -37%
COI
360
Connable Office Inc
Michigan
$567K +$226K +5,036 +57%
ACM
361
Argyle Capital Management
Pennsylvania
$553K
BFG
362
Bleakley Financial Group
New Jersey
$543K -$544K -12,136 -48%
SW
363
SlateStone Wealth
Florida
$542K +$224 +5 +0%
GXJ
364
Global X Japan
Japan
$521K +$5.51K +123 +1%
HFM
365
Hartford Funds Management
Pennsylvania
$513K -$187K -4,163 -25%
MSA
366
MUFG Securities Americas
New York
$509K +$102K +2,276 +22%
CP
367
CenterBook Partners
Connecticut
$506K +$103K +2,288 +23%
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$496K +$193K +4,309 +55%
BRWA
369
B. Riley Wealth Advisors
Florida
$492K +$10.9K +243 +2%
WSFS
370
Wilmington Savings Fund Society
Delaware
$490K -$60.7K -1,354 -10%
CFMC
371
Curbstone Financial Management Corp
New Hampshire
$489K
JWCA
372
J.W. Cole Advisors
Florida
$488K -$74.5K -1,662 -12%
PAM
373
Palisade Asset Management
Minnesota
$481K -$27.8K -621 -5%
FFM
374
Forum Financial Management
Illinois
$479K -$212K -4,721 -29%
GWP
375
Gen-Wealth Partners
Michigan
$475K +$76.5K +1,707 +17%