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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
651
Penobscot Investment Management
Massachusetts
$345K
CC
652
Cadinha & Co
Hawaii
$345K
ABWM
653
Alpine Bank Wealth Management
Colorado
$343K
CCG
654
Coastwise Capital Group
California
$343K +$3.1K +25 +0.9%
LFG
655
Larson Financial Group
Missouri
$340K +$249K +2,004 +266%
RC
656
Rexford Capital
Texas
$338K
ZIG
657
Zullo Investment Group
Pennsylvania
$337K +$3.1K +25 +0.9%
AIA
658
AssuredPartners Investment Advisors
Florida
$336K +$338K +2,727 New
NA
659
Nautilus Advisors
California
$335K
HSA
660
HBK Sorce Advisory
Pennsylvania
$331K +$28.1K +226 +9%
NP
661
NorthRock Partners
Minnesota
$331K +$333K +2,684 New
HNB
662
Hilltop National Bank
Wyoming
$331K
FBB
663
Fulton Breakefield Broenniman
Maryland
$330K -$4.1K -33 -1%
OWM
664
Opes Wealth Management
California
$329K
CIBC World Market
665
CIBC World Market
Ontario, Canada
$328K -$1.81M -14,605 -85%
BMCM
666
Bryn Mawr Capital Management
Pennsylvania
$328K -$19.9K -160 -6%
FPAS
667
Focus Partners Advisor Solutions
Missouri
$328K -$160K -1,290 -31%
OC
668
Oakworth Capital
Alabama
$326K +$124K +1,000 +61%
OCM
669
One Capital Management
California
$324K -$9.31K -75 -3%
BHWM
670
Bar Harbor Wealth Management
New Hampshire
$321K -$1.74K -14 -0.5%
CAM
671
Carret Asset Management
New York
$321K
SHFA
672
SS&H Financial Advisors
Michigan
$321K
HI
673
Humankind Investments
New York
$319K +$43.9K +354 +16%
MOS
674
MGO One Seven
Ohio
$319K -$78.6K -633 -20%
JWM
675
Jeppson Wealth Management
California
$317K -$14.4K -116 -4%