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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1351
Middleton & Co
Massachusetts
$254K
MCM
1352
Millie Capital Management
California
$254K
IDBONY
1353
Israel Discount Bank of New York
New York
$253K +$260K +1,730 New
WA
1354
WBH Advisory
Maryland
$252K +$151 +1 +0.1%
NFG
1355
Nations Financial Group
Iowa
$252K +$260K +1,726 New
CFA
1356
Capstone Financial Advisors
Illinois
$250K -$14.7K -98 -5%
FSCM
1357
Front Street Capital Management
Montana
$250K
SAM
1358
Sawgrass Asset Management
Florida
$250K
WA
1359
WealthTrust Axiom
Pennsylvania
$249K
NSAM
1360
North Star Asset Management
Wisconsin
$246K -$15.1K -100 -6%
VCP
1361
Vista Capital Partners
Oregon
$246K
CTI
1362
Community Trust & Investment
Kentucky
$244K
BWM
1363
BerganKDV Wealth Management
Minnesota
$244K +$251K +1,667 New
CAM
1364
CG Asset Management
New York
$242K -$917K -6,095 -79%
SBL
1365
Sargent Bickham Lagudis
Colorado
$242K -$5.57K -37 -2%
PAM
1366
Private Asset Management
California
$241K +$2.86K +19 +1%
LCM
1367
Logan Capital Management
Pennsylvania
$241K +$248K +1,651 New
FBFS
1368
First Business Financial Services
Wisconsin
$240K -$159K -1,057 -39%
Jones Financial Companies
1369
Jones Financial Companies
Missouri
$240K +$61.7K +410 +33%
FCE
1370
Fiera Capital (Europe)
Cayman Islands
$238K
PPSG
1371
Princeton Portfolio Strategies Group
New Jersey
$236K
SSWM
1372
Sheets Smith Wealth Management
North Carolina
$235K
GIM
1373
Greystone Investment Management
Ohio
$234K -$50.6K -336 -17%
PWAG
1374
Polaris Wealth Advisory Group
California
$234K -$30.1K -200 -11%
GIM
1375
Goelzer Investment Management
Indiana
$234K