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Name Holding Trade Value Shares
Change
Change in
Stake
PC
1351
Polar Capital
United Kingdom
$256K -$35M -232,263 -99%
WA
1352
WealthTrust-Arizona
Arizona
$256K +$151 +1 +0.1%
RIG
1353
Roosevelt Investment Group
New York
$256K +$10.5K +70 +4%
MC
1354
Middleton & Co
Massachusetts
$254K – – –
MCM
1355
Millie Capital Management
California
$254K – – –
IDBONY
1356
Israel Discount Bank of New York
New York
$253K +$260K +1,730 New
WA
1357
WBH Advisory
Maryland
$252K +$151 +1 +0.1%
NFG
1358
Nations Financial Group
Iowa
$252K +$260K +1,726 New
CFA
1359
Capstone Financial Advisors
Illinois
$250K -$14.7K -98 -5%
FSCM
1360
Front Street Capital Management
Montana
$250K – – –
SAM
1361
Sawgrass Asset Management
Florida
$250K – – –
WA
1362
WealthTrust Axiom
Pennsylvania
$249K – – –
NSAM
1363
North Star Asset Management
Wisconsin
$246K -$15.1K -100 -6%
VCP
1364
Vista Capital Partners
Oregon
$246K – – –
CTI
1365
Community Trust & Investment
Kentucky
$244K – – –
BWM
1366
BerganKDV Wealth Management
Minnesota
$244K +$251K +1,667 New
CAM
1367
CG Asset Management
New York
$242K -$917K -6,095 -79%
SBL
1368
Sargent Bickham Lagudis
Colorado
$242K -$5.57K -37 -2%
PAM
1369
Private Asset Management
California
$241K +$2.86K +19 +1%
LCM
1370
Logan Capital Management
Pennsylvania
$241K +$248K +1,651 New
FBFS
1371
First Business Financial Services
Wisconsin
$240K -$159K -1,057 -39%
Jones Financial Companies
1372
Jones Financial Companies
Missouri
$240K +$61.7K +410 +33%
FCE
1373
Fiera Capital (Europe)
Cayman Islands
$238K – – –
PPSG
1374
Princeton Portfolio Strategies Group
New Jersey
$236K – – –
SSWM
1375
Sheets Smith Wealth Management
North Carolina
$235K – – –