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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
676
Wealthspire Advisors (Maryland)
Maryland
$258K – – –
SI
677
SII Investments
Wisconsin
$256K -$35.4K -273 -13%
SIG
678
Schaller Investment Group
North Carolina
$254K – – –
FNB
679
First Niagara Bank
New York
$253K -$26.8K -207 -10%
BCI
680
Brinker Capital Investments
Pennsylvania
$253K +$4.28K +33 +2%
JCM
681
Janney Capital Management
Pennsylvania
$252K +$25.9K +200 +12%
MTC
682
McDaniel Terry & Co
Texas
$252K +$236K +1,820 New
1SB
683
1ST Source Bank
Indiana
$250K – – –
HS
684
Huntington Steele
Pennsylvania
$249K – – –
AF
685
Allworth Financial
California
$248K +$22.2K +171 +11%
CPA
686
Court Place Advisors
Maryland
$247K – – –
EGA
687
Eagle Global Advisors
Texas
$246K +$230K +1,776 New
CL
688
Croft-Leominster
Maryland
$245K – – –
BWP
689
Baldwin Wealth Partners
Massachusetts
$242K +$28.5K +220 +14%
LOAME
690
Lombard Odier Asset Management (Europe)
United Kingdom
$240K +$225K +1,734 New
FIM
691
Fernwood Investment Management
Massachusetts
$237K -$38.9K -300 -15%
WI
692
Wedgewood Investors
Pennsylvania
$237K – – –
EWA
693
Exencial Wealth Advisors
Oklahoma
$235K -$95.3K -735 -30%
KGI
694
KBI Global Investors
Ireland
$235K +$220K +1,696 New
BSW
695
Buckingham Strategic Wealth
Missouri
$234K -$38.9K -300 -15%
WSCM
696
Wellington Shields Capital Management
New York
$232K – – –
PCMC
697
Paragon Capital Management (Colorado)
Colorado
$232K +$217K +1,675 New
GD
698
Grandfield & Dodd
New York
$230K -$39.5K -305 -15%
PFS
699
Prospera Financial Services
Texas
$230K -$6.74K -52 -3%
MFW
700
Mosaic Family Wealth
Missouri
$230K +$25.4K +196 +13%