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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
351
Ipswich Investment Management
Massachusetts
$363K – – –
S
352
SignatureFD
Georgia
$362K +$65.3K +1,290 +22%
CNC
353
Canandaigua National Corp
New York
$358K -$3.14K -62 -0.9%
MW
354
Marcum Wealth
Ohio
$357K -$13.5K -267 -4%
CA
355
Cetera Advisors
Colorado
$356K +$85.1K +1,682 +31%
IC
356
Inscription Capital
Texas
$352K +$350K +6,925 New
PFBT
357
Parkside Financial Bank & Trust
Missouri
$343K – – –
SPIA
358
Steward Partners Investment Advisory
New York
$341K +$65.5K +1,295 +23%
I
359
INVST
Indiana
$340K +$14.2K +280 +4%
Vanguard Personalized Indexing Management
360
Vanguard Personalized Indexing Management
California
$340K +$120K +2,371 +54%
RB
361
Renasant Bank
Mississippi
$337K -$5.01K -99 -1%
MAS
362
Madden Advisory Services
Florida
$331K -$19.3K -381 -5%
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$329K -$523K -10,344 -61%
ASN
364
Advisory Services Network
Georgia
$325K -$9.46K -187 -3%
1SB
365
1ST Source Bank
Indiana
$325K +$20.8K +412 +7%
HSA
366
HBK Sorce Advisory
Pennsylvania
$324K – – –
SMC
367
Smith, Moore & Co
Missouri
$314K – – –
PJSIMP
368
P.J. Schmidt Investment Management (PJS)
Wisconsin
$312K – – –
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$312K +$16.5K +326 +6%
SFI
370
SPC Financial Inc
Maryland
$311K -$15.2K -300 -5%
HDIM
371
Hanson & Doremus Investment Management
Vermont
$310K -$47.9K -946 -13%
SC
372
Saturna Capital
Washington
$308K -$814K -16,100 -72%
SCA
373
Snowden Capital Advisors
New York
$307K +$28.8K +569 +10%
BF
374
BOK Financial
Oklahoma
$306K +$310K +6,122 New
LF
375
Lantz Financial
Illinois
$302K +$14.1K +279 +5%