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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
601
Jacobi Capital Management
Pennsylvania
$458K +$263K +334 +119%
CIC
602
Chilton Investment Company
Connecticut
$457K +$28.3K +36 +6%
HI
603
Horizon Investments
North Carolina
$454K -$428K -545 -47%
PMA
604
Prudent Man Advisors
Illinois
$454K – – –
LFA
605
Legacy Financial Advisors
Kentucky
$452K +$51.1K +65 +12%
LTI
606
Laffer Tengler Investments
Tennessee
$449K +$108K +137 +29%
ST
607
Smithfield Trust
Pennsylvania
$445K -$145K -185 -24%
CAM
608
Columbia Asset Management
Michigan
$438K +$462K +588 New
KIA
609
KCM Investment Advisors
California
$434K – – –
FFA
610
First Foundation Advisors
California
$431K +$16.5K +21 +4%
CT
611
Caldwell Trust
Florida
$428K – – –
GC
612
Garde Capital
Washington
$427K +$114K +145 +34%
CCA
613
Clearwater Capital Advisors
Illinois
$426K – – –
BRWM
614
B. Riley Wealth Management
Tennessee
$424K +$19.7K +25 +5%
JCM
615
Janney Capital Management
Pennsylvania
$421K +$8.65K +11 +2%
WBG
616
Wharton Business Group
Pennsylvania
$414K +$161K +205 +59%
AC
617
Abbrea Capital
California
$399K – – –
RhumbLine Advisers
618
RhumbLine Advisers
Massachusetts
$398K +$420K +534 New
SW
619
SVB Wealth
Massachusetts
$396K -$45.6K -58 -10%
MCM
620
Marathon Capital Management
Maryland
$395K +$49.5K +63 +13%
CHP
621
Cable Hill Partners
Oregon
$394K +$68.4K +87 +20%
IF
622
Intrua Financial
Texas
$388K +$12.6K +16 +3%
MFG
623
Merit Financial Group
Georgia
$386K – – –
IP
624
Investment Partners
Ohio
$384K +$112K +143 +38%
BO
625
BRR OpCo
Ohio
$380K – – –