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Name Holding Trade Value Shares
Change
Change in
Stake
SAS
876
Stelac Advisory Services
New York
$575K -$25K -96 -4%
BWM
877
Baystate Wealth Management
Massachusetts
$574K +$52.9K +203 +11%
JWM
878
Janiczek Wealth Management
Colorado
$573K +$125K +480 +31%
AIA
879
Affinity Investment Advisors
California
$571K +$63.8K +245 +14%
AIS
880
American Investment Services
Massachusetts
$570K – – –
QI
881
Qtron Investments
Massachusetts
$569K -$644K -2,473 -55%
HBT
882
Hills Bank & Trust
Iowa
$564K -$6.77K -26 -1%
FB
883
First Bancorp
Maine
$563K – – –
GIA
884
Gladstone Institutional Advisory
Florida
$562K -$12K -46 -2%
MBTD
885
Mechanics Bank - Trust Department
California
$561K – – –
GIM
886
Grassi Investment Management
California
$561K – – –
PFC
887
Phocas Financial Corp
California
$559K -$20.8K -80 -4%
PCIA
888
Prime Capital Investment Advisors
Kansas
$558K +$228K +876 +79%
PHIC
889
Pine Haven Investment Counsel
Massachusetts
$557K – – –
PFBT
890
Parkside Financial Bank & Trust
Missouri
$556K -$24.2K -93 -4%
HCM
891
Hengehold Capital Management
Ohio
$550K – – –
LC
892
Lindbrook Capital
California
$550K +$29.2K +112 +6%
LFAS
893
Level Four Advisory Services
Texas
$549K +$10.7K +41 +2%
AP
894
Arlington Partners
Alabama
$548K – – –
LB
895
Leo Brokerage
Texas
$546K +$507K +1,946 New
WA
896
Waverly Advisors
Alabama
$542K +$503K +1,932 New
RT
897
Rockland Trust
Massachusetts
$541K -$4.17K -16 -0.8%
IIC
898
Ironwood Investment Counsel
Arizona
$541K +$3.38K +13 +0.7%
FIM
899
Freedom Investment Management
Connecticut
$536K -$74.5K -286 -13%
CIP
900
Convergence Investment Partners
Florida
$534K +$2.34K +9 +0.5%