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Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
926
Eads & Heald Wealth Management
Georgia
$322K -$500 -2 -0.1%
JWM
927
Janiczek Wealth Management
Colorado
$322K +$326K +1,307 +2,563%
OTPPB
928
Ontario Teachers' Pension Plan Board
Ontario, Canada
$319K – – –
AA
929
AlphaCentric Advisors
Puerto Rico
$319K +$174K +697 +108%
BMCM
930
Burns Matteson Capital Management
New York
$317K +$123K +494 +58%
PA
931
Parallel Advisors
California
$316K +$118K +472 +55%
Capstone Investment Advisors
932
Capstone Investment Advisors
New York
$316K +$333K +1,334 New
BCWM
933
Bartlett & Co Wealth Management
Ohio
$315K -$18.5K -74 -5%
BC
934
Bartlett & Co
Ohio
$315K -$18.5K -74 -5%
PFBT
935
Parkside Financial Bank & Trust
Missouri
$314K -$99.9K -400 -23%
FMBTD
936
First Midwest Bank Trust Division
Illinois
$313K -$45.7K -183 -12%
FPIS
937
Financial Planning & Information Services
Wisconsin
$309K – – –
ST
938
Spinnaker Trust
Maine
$309K – – –
TFF
939
The Family Firm
Maryland
$309K +$999 +4 +0.3%
RWA
940
Redhawk Wealth Advisors
Minnesota
$308K -$3.25K -13 -1%
ISL
941
Ingalls & Snyder LLC
New York
$307K -$37.7K -151 -10%
BSA
942
Bull Street Advisors
Georgia
$306K – – –
TFS
943
TrustCore Financial Services
Tennessee
$306K +$8.99K +36 +3%
VI
944
Versor Investments
New York
$306K +$322K +1,289 New
WFI
945
West Family Investments
California
$306K +$322K +1,291 New
JWCA
946
J.W. Coons Advisors
Ohio
$305K -$6.49K -26 -2%
PT
947
Plimoth Trust
Massachusetts
$305K – – –
CCM
948
Coldstream Capital Management
Washington
$305K +$13.7K +55 +4%
CAL
949
Capital Analysts LLC
Pennsylvania
$305K +$21.7K +87 +7%
IA
950
IFP Advisors
Florida
$304K +$106K +425 +50%