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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1601
Gradient Investments
Minnesota
$212K +$3.92K +100 +2%
IDBONY
1602
Israel Discount Bank of New York
New York
$212K +$222K +5,660 New
AIA
1603
Allegis Investment Advisors
Idaho
$211K -$14.9K -380 -6%
BG
1604
Bahl & Gaynor
Ohio
$211K -$11K -280 -5%
GIM
1605
Grassi Investment Management
California
$210K +$219K +5,600 New
CPSAC
1606
Chas P. Smith & Associates (CPS)
Florida
$208K +$218K +5,560 New
CMANY
1607
Capital Management Associates (New York)
New York
$205K +$2.35K +60 +1%
BL
1608
Balentine LLC
Georgia
$205K +$36.1K +920 +20%
BC
1609
Bartlett & Co
Ohio
$205K +$121K +3,080 +128%
PFA
1610
Paradigm Financial Advisors
Missouri
$205K +$215K +5,480 New
GCMG
1611
Gyroscope Capital Management Group
Florida
$204K -$77.6K -1,980 -27%
CNBT
1612
Canandaigua National Bank & Trust
New York
$203K -$2.35K -60 -1%
WPC
1613
Waters Parkerson & Co
Louisiana
$202K +$212K +5,400 New
CWM
1614
Confluence Wealth Management
Oregon
$201K -$5.49K -140 -3%
GIM
1615
Goelzer Investment Management
Indiana
$200K -$418K -10,660 -67%
SLG
1616
Stanley-Laman Group
Pennsylvania
$200K
WOC
1617
West Oak Capital
California
$199K
BWM
1618
Baystate Wealth Management
Massachusetts
$198K +$205K +5,240 New
PCM
1619
Penserra Capital Management
California
$197K -$687K -17,520 -77%
CFA
1620
Camarda Financial Advisors
Florida
$196K +$7.05K +180 +4%
WG
1621
Welch Group
Alabama
$195K -$250K -6,380 -55%
JAM
1622
JCIC Asset Management
Ontario, Canada
$195K +$204K +5,200 New
AWM
1623
AllSquare Wealth Management
New York
$187K +$196K +5,000 New
PCTC
1624
Perkins Coie Trust Company
Washington
$183K +$54.1K +1,380 +39%
GBBWRPM
1625
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$176K +$13.3K +340 +8%