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Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
801
LeJeune Puetz Investment Counsel
Michigan
$121K +$96K +452 New
TSW
802
Thompson Siegel & Walmsley
Virginia
$118K – – –
CFB
803
Cullen/Frost Bankers
Texas
$117K -$454K -2,136 -83%
IFAM
804
Institutional & Family Asset Management
Colorado
$116K -$1.06K -5 -1%
HCA
805
Harbor Capital Advisors
Illinois
$112K -$76.5K -360 -46%
JWM
806
Janiczek Wealth Management
Colorado
$112K -$28.5K -134 -23%
NF
807
Norwood Financial
Pennsylvania
$111K – – –
DGAM
808
Desjardins Global Asset Management
Quebec, Canada
$108K – – –
MME
809
Meag Munich Ergo
Germany
$107K -$340K -1,600 -80%
BWP
810
Baldwin Wealth Partners
Massachusetts
$107K – – –
CT
811
Cambridge Trust
Massachusetts
$107K +$425 +2 +0.5%
C
812
Covestor
United Kingdom
$105K -$7.43K -35 -8%
QCG
813
Quadrant Capital Group
Ohio
$103K -$22.9K -108 -22%
CLOS
814
Compagnie Lombard Odier SCmA
Switzerland
$103K +$39.3K +185 +93%
GWS
815
Glassman Wealth Services
Virginia
$96K -$850 -4 -1%
ETC
816
Exchange Traded Concepts
Oklahoma
$96K +$25.1K +118 +49%
WWM
817
Wolff Wiese Magana
California
$94K -$7.43K -35 -9%
OIA
818
Optimum Investment Advisors
Illinois
$94K – – –
EWA
819
EverSource Wealth Advisors
Alabama
$92K +$59K +278 +434%
SWM
820
Spire Wealth Management
Virginia
$89K -$41K -193 -37%
WT
821
Washington Trust
Rhode Island
$83K – – –
CBT
822
CoreFirst Bank & Trust
Kansas
$81K – – –
CHC
823
City Holding Co
West Virginia
$80K – – –
HPC
824
HM Payson & Co
Maine
$80K – – –
ZIG
825
Zullo Investment Group
Pennsylvania
$80K – – –