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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
776
Claret Asset Management
Quebec, Canada
$311K +$2.56K +14 +0.7%
IAA
777
Independent Advisor Alliance
North Carolina
$309K +$27K +148 +8%
BSW
778
Buckingham Strategic Wealth
Missouri
$306K -$56.8K -311 -14%
WF
779
WealthTrust Fairport
Ohio
$306K -$14.2K -78 -4%
SBSB
780
Sullivan, Bruyette, Speros & Blaney
Virginia
$306K +$44.4K +243 +15%
HCM
781
Howland Capital Management
Massachusetts
$305K -$108K -591 -24%
AL
782
Aspiriant LLC
California
$305K -$37.6K -206 -10%
DIM
783
DC Investments Management
Virginia
$304K – – –
Holocene Advisors
784
Holocene Advisors
New York
$304K +$346K +1,892 New
WIC
785
Whitegate Investment Counselors
New Hampshire
$302K – – –
FCMC
786
Founders Capital Management (Connecticut)
Connecticut
$301K -$1.64K -9 -0.5%
ACP
787
Ashfield Capital Partners
California
$300K -$212K -1,162 -38%
CYG
788
Clean Yield Group
Vermont
$300K -$146K -797 -30%
PFBT
789
Parkside Financial Bank & Trust
Missouri
$300K -$18.1K -99 -5%
NME
790
Notis-McConarty Edward
$297K -$2.74K -15 -0.8%
TA
791
Tiedemann Advisors
New York
$295K -$472K -2,586 -58%
ANTB
792
AMG National Trust Bank
Colorado
$295K +$2.92K +16 +0.9%
BBNA
793
Bremer Bank National Association
Minnesota
$295K +$339K +1,857 New
O
794
Ossiam
France
$293K -$4.84M -26,523 -94%
TFS
795
Thoroughbred Financial Services
Tennessee
$292K -$165K -904 -33%
WCP
796
Welch Capital Partners
New York
$292K – – –
1SB
797
1ST Source Bank
Indiana
$291K – – –
JGUA
798
John G. Ullman & Associates
New York
$289K – – –
SMC
799
Smith, Moore & Co
Missouri
$289K +$9.31K +51 +3%
LBC
800
Lowe Brockenbrough & Co
Virginia
$288K -$41.5K -227 -11%