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Name Holding Trade Value Shares
Change
Change in
Stake
MPI
701
Mairs & Power Inc
Minnesota
$274K
CFG
702
Citizens Financial Group
Rhode Island
$271K
MAC
703
Mason & Associates (California)
California
$270K
WPC
704
Waters Parkerson & Co
Louisiana
$270K
CWM
705
Calamos Wealth Management
Illinois
$267K -$3.61K -17 -2%
BCM
706
Bourgeon Capital Management
Connecticut
$267K
LIA
707
LS Investment Advisors
Michigan
$267K
BWM
708
Baystate Wealth Management
Massachusetts
$266K +$2.97K +14 +1%
IFWM
709
Institute for Wealth Management
Colorado
$265K
SIM
710
Sentry Investment Management
Wisconsin
$261K
DCM
711
DGS Capital Management
New Jersey
$261K +$207K +977 New
BFEC
712
Benjamin F. Edwards & Company
Missouri
$260K -$21.9K -103 -10%
FFA
713
Founders Financial Alliance
North Carolina
$256K +$203K +958 New
TFCP
714
Twin Focus Capital Partners
Massachusetts
$256K +$203K +958 New
BL
715
Balentine LLC
Georgia
$254K -$210K -987 -51%
WIM
716
Westside Investment Management
California
$254K +$10.6K +50 +3%
NCMW
717
Northern Capital Management (Washington)
Washington
$253K +$201K +947 New
CSB
718
City State Bank
Iowa
$252K +$36.1K +170 +22%
NFP
719
Narus Financial Partners
Utah
$250K +$199K +935 New
BPM
720
Bowling Portfolio Management
Ohio
$248K -$75K -353 -28%
JF
721
Jump Financial
Illinois
$247K -$3.21M -15,109 -94%
OPCM
722
Osborne Partners Capital Management
California
$247K +$196K +925 New
GVAG
723
Great Valley Advisor Group
Delaware
$245K +$195K +916 New
WFA
724
Wipfli Financial Advisors
Wisconsin
$245K +$195K +916 New
APW
725
Acima Private Wealth
Virginia
$245K