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Name Holding Trade Value Shares
Change
Change in
Stake
CC
701
Courier Capital
New York
$282K – – –
SCA
702
Snowden Capital Advisors
New York
$278K -$13.4K -63 -6%
GC
703
Gratus Capital
Georgia
$276K – – –
TFA
704
Triad Financial Advisors
North Carolina
$276K +$2.12K +10 +1%
NSAM
705
North Star Asset Management
Wisconsin
$275K – – –
YWP
706
YorkBridge Wealth Partners
New York
$275K – – –
MPI
707
Mairs & Power Inc
Minnesota
$274K – – –
CFG
708
Citizens Financial Group
Rhode Island
$271K – – –
MAC
709
Mason & Associates (California)
California
$270K – – –
WPC
710
Waters Parkerson & Co
Louisiana
$270K – – –
CWM
711
Calamos Wealth Management
Illinois
$267K -$3.61K -17 -2%
BCM
712
Bourgeon Capital Management
Connecticut
$267K – – –
LIA
713
LS Investment Advisors
Michigan
$267K – – –
BWM
714
Baystate Wealth Management
Massachusetts
$266K +$2.97K +14 +1%
IFWM
715
Institute for Wealth Management
Colorado
$265K – – –
SIM
716
Sentry Investment Management
Wisconsin
$261K – – –
DCM
717
DGS Capital Management
New Jersey
$261K +$207K +977 New
BFEC
718
Benjamin F. Edwards & Company
Missouri
$260K -$21.9K -103 -10%
FFA
719
Founders Financial Alliance
North Carolina
$256K +$203K +958 New
TFCP
720
Twin Focus Capital Partners
Massachusetts
$256K +$203K +958 New
BL
721
Balentine LLC
Georgia
$254K -$210K -987 -51%
WIM
722
Westside Investment Management
California
$254K +$10.6K +50 +3%
NCMW
723
Northern Capital Management (Washington)
Washington
$253K +$201K +947 New
CSB
724
City State Bank
Iowa
$252K +$36.1K +170 +22%
NFP
725
Narus Financial Partners
Utah
$250K +$199K +935 New