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Name Holding Trade Value Shares
Change
Change in
Stake
FI
626
FormulaFolio Investments
Michigan
$315K +$2.33K +18 +0.8%
MBT
627
Montecito Bank & Trust
California
$313K -$122K -943 -29%
DTL
628
Dynamic Technology Lab
Singapore
$313K +$300K +2,317 New
CAAS
629
Capital Asset Advisory Services
Michigan
$310K – – –
SBSB
630
Sullivan, Bruyette, Speros & Blaney
Virginia
$305K -$19.6K -151 -6%
TMAM
631
Tokio Marine Asset Management
Japan
$304K -$1.03M -7,954 -78%
FWM
632
Focused Wealth Management
New York
$304K – – –
LNB
633
Ledyard National Bank
$304K +$13K +100 +5%
AT
634
Arden Trust
Delaware
$303K -$2.72K -21 -0.9%
Cetera Investment Advisers
635
Cetera Investment Advisers
Illinois
$297K +$25.1K +194 +10%
WI
636
Wintrust Investments
Illinois
$297K +$285K +2,201 New
Jacobs Levy Equity Management
637
Jacobs Levy Equity Management
New Jersey
$294K +$282K +2,180 New
SGAM
638
Steinberg Global Asset Management
Florida
$289K -$518 -4 -0.2%
CPA
639
Capital Planning Advisors
California
$289K – – –
RCAG
640
Rehmann Capital Advisory Group
Michigan
$287K -$14.8K -114 -5%
BFS
641
Bradley Foster & Sargent
Connecticut
$286K – – –
WAM
642
Wealthspire Advisors (Maryland)
Maryland
$283K +$29.4K +227 +12%
BCCM
643
Bridge Creek Capital Management
Massachusetts
$282K -$13K -100 -5%
EFS
644
Essex Financial Services
Connecticut
$281K -$67.6K -522 -20%
DG
645
Davidson & Garrard
Virginia
$280K – – –
LW
646
Linscomb Wealth
Texas
$280K – – –
CA
647
Clearstead Advisors
Ohio
$279K – – –
DBIA
648
Dumont & Blake Investment Advisors
New Jersey
$279K +$259 +2 +0.1%
BCM
649
BTR Capital Management
California
$276K – – –
SBWM
650
Sunflower Bank Wealth Management
Arizona
$276K – – –