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Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
626
Osborne Partners Capital Management
California
$498K -$39.9K -1,050 -7%
BB
627
Bell Bank
North Dakota
$498K
BRG
628
Bay Rivers Group
Virginia
$498K +$501K +13,200 New
Koshinski Asset Management
629
Koshinski Asset Management
Illinois
$497K +$5.51K +145 +1%
FFN
630
Focus Financial Network
Minnesota
$495K -$193K -5,085 -28%
BBI
631
Baxter Bros Inc
Connecticut
$493K -$51.9K -1,366 -9%
FIM
632
Frontier Investment Management
Texas
$490K -$16.4K -433 -3%
BFIM
633
Beese Fulmer Investment Management
Ohio
$486K
SIA
634
Strategic Investment Advisors
Michigan
$486K +$18.4K +485 +4%
FWM
635
Frontier Wealth Management
Missouri
$483K +$50K +1,318 +11%
FLI
636
Family Legacy Inc
South Carolina
$480K +$469K +12,358 New
TBA
637
Tower Bridge Advisors
Pennsylvania
$479K -$136K -3,594 -22%
SW
638
SkyOak Wealth
Michigan
$479K +$482K +12,700 New
AAM
639
AR Asset Management
California
$477K
AAMC
640
Asset Allocation & Management Company
Illinois
$477K +$480K +12,635 New
BCM
641
Bourgeon Capital Management
Connecticut
$476K +$468K +12,325 +4,108%
LWMM
642
Legacy Wealth Management (Mississippi)
Mississippi
$476K +$479K +12,610 New
GC
643
Grimes & Company
Massachusetts
$475K +$5.51K +145 +1%
KJWM
644
Kiley Juergens Wealth Management
Washington
$474K +$17.5K +460 +4%
PFPT
645
Pinnacle Financial Partners (Tennessee)
Tennessee
$473K -$29.6K -779 -6%
MWVC
646
Morgens Waterfall Vintiadis & Co
New York
$473K
WP
647
Wedgewood Partners
Missouri
$473K
AIM
648
ARGA Investment Management
Connecticut
$472K +$475K +12,499 New
PGFC
649
Peapack-Gladstone Financial Corp
New Jersey
$471K -$45.8K -1,206 -9%
IWP
650
Icon Wealth Partners
Texas
$471K +$33.2K +875 +8%