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Name Holding Trade Value Shares
Change
Change in
Stake
BCAM
601
Boston Common Asset Management
Massachusetts
$233K -$11.7M -21,062 -98%
KNW
602
Kesler Norman & Wride
Utah
$233K +$209K +377 New
SPM
603
Symmetry Peak Management
Pennsylvania
$233K +$209K +377 New
QP
604
Quilter Plc
United Kingdom
$231K +$177K +319 New
IP
605
Investment Partners
Ohio
$230K +$206K +372 New
LNB
606
Ledyard National Bank
$228K +$205K +370 New
PIM
607
Perpetual Investment Management
Australia
$228K +$205K +370 New
CA
608
Calton & Associates
Florida
$225K -$79.3K -143 -28%
CCM
609
Canal Capital Management
Virginia
$222K +$199K +359 New
MA
610
MJP Associates
Connecticut
$222K +$199K +359 New
TCA
611
Transcend Capital Advisors
New Jersey
$221K -$36K -65 -15%
CRC
612
Curi RMB Capital
Illinois
$220K -$36K -65 -15%
WU
613
Wealthsimple US
New York
$220K +$197K +356 New
HWAM
614
Hennion & Walsh Asset Management
New Jersey
$220K +$198K +357 New
FC
615
Forte Capital
New York
$219K +$197K +355 New
BMC
616
Benin Management Corp
Connecticut
$218K +$196K +353 New
WLIM
617
White Lighthouse Investment Management
Massachusetts
$216K +$194K +350 New
HB
618
Homrich & Berg
Georgia
$215K +$193K +348 New
GJIC
619
Gamble Jones Investment Counsel
California
$213K +$191K +345 New
LFAS
620
Level Four Advisory Services
Texas
$211K +$189K +341 New
AC
621
Apella Capital
Connecticut
$211K +$190K +342 New
HWMA
622
Heritage Wealth Management (Arizona)
Arizona
$211K +$190K +342 New
GWSG
623
GPS Wealth Strategies Group
Colorado
$196K +$176K +317 New
EI
624
Ellevest Inc
New York
$195K -$56K -101 -24%
CCM
625
Cribstone Capital Management
Maine
$189K – – –