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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
401
Insigneo Advisory Services
Florida
$228K -$178K -3,572 -43%
CI
402
Cherokee Insurance
Michigan
$228K
KOCAA
403
Knights of Columbus Asset Advisors
Connecticut
$228K -$16.3K -327 -7%
CCM
404
Coldstream Capital Management
Washington
$228K -$22.9K -459 -9%
PCM
405
Parsons Capital Management
Rhode Island
$228K
UCI
406
Uncommon Cents Investing
Wisconsin
$226K +$232K +4,660 New
JCM
407
J2 Capital Management
Michigan
$226K +$4.03K +81 +2%
Luther King Capital Management (LKCM)
408
Luther King Capital Management (LKCM)
Texas
$226K -$113K -2,264 -33%
UPS
409
UHLMANN PRICE SECURITIES
Illinois
$221K +$2.39K +48 +1%
RG
410
Rathbones Group
United Kingdom
$220K
SL
411
Summitry LLC
California
$220K +$18.2K +366 +9%
SCA
412
Stonebridge Capital Advisors
Minnesota
$218K -$13.7K -276 -6%
RPCONE
413
Retirement Planning Company of New England
Rhode Island
$216K +$222K +4,457 New
KA
414
Kovack Advisors
Florida
$216K +$4.88K +98 +2%
RA
415
Ruggaard & Associates
Ohio
$215K -$9.96K -200 -4%
BTI
416
Blue Trust Inc
Georgia
$215K -$647 -13 -0.3%
RGC
417
Roberts, Glore & Co
Illinois
$213K +$7.47K +150 +4%
VWM
418
Venturi Wealth Management
Texas
$211K -$9.11K -183 -4%
RWP
419
RWA Wealth Partners
Massachusetts
$211K
DBRC
420
D.B. Root & Company
Pennsylvania
$210K -$2.99K -60 -1%
GWCM
421
Godshalk Welsh Capital Management
Pennsylvania
$209K -$19.9K -400 -9%
BG
422
Bahl & Gaynor
Ohio
$203K
KIA
423
Knollwood Investment Advisory
Maryland
$201K
FCH
424
Freestone Capital Holdings
Washington
$200K -$28.1K -565 -12%
VM
425
VPR Management
Texas
$194K