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Name Holding Trade Value Shares
Change
Change in
Stake
PBC
826
Pavion Blue Capital
California
$287K – – –
GIP
827
Greatmark Investment Partners
Georgia
$286K – – –
PAM
828
Parvin Asset Management
South Dakota
$284K +$28.4K +186 +11%
Koshinski Asset Management
829
Koshinski Asset Management
Illinois
$283K -$4.28K -28 -1%
ZIC
830
ZWJ Investment Counsel
Georgia
$282K – – –
HBWM
831
Hollow Brook Wealth Management
New York
$282K – – –
HWA
832
HHM Wealth Advisors
Tennessee
$281K -$46.7K -306 -14%
CICI
833
Capital Investment Counsel Inc
North Carolina
$280K -$76.4K -500 -21%
CL
834
COWA LLC
Oklahoma
$280K – – –
PWM
835
Perigon Wealth Management
California
$279K -$4.28K -28 -1%
HPC
836
HM Payson & Co
Maine
$279K – – –
PMFA
837
Plante Moran Financial Advisors
Michigan
$276K – – –
TC
838
TownSquare Capital
Utah
$274K -$28.4K -186 -9%
CA
839
Cambridge Advisors
Nebraska
$274K – – –
BAM
840
Blueshift Asset Management
New Jersey
$273K +$283K +1,853 New
EFS
841
Essex Financial Services
Connecticut
$273K -$72.5K -475 -20%
SC
842
Sapient Capital
Indiana
$272K +$153 +1 +0.1%
RZH
843
Relyea Zuckerberg Hanson
Connecticut
$270K -$2.75K -18 -1%
DAS
844
Diversify Advisory Services
Utah
$270K +$35.6K +233 +14%
AFC
845
AFT Forsyth & Company
Florida
$269K -$7.63K -50 -3%
WC
846
Waterloo Capital
Texas
$268K -$229K -1,498 -45%
WPP
847
Whalerock Point Partners
Rhode Island
$267K – – –
LIM
848
Loudon Investment Management
New Hampshire
$265K -$111K -726 -29%
VRS
849
Virginia Retirement Systems
Virginia
$265K +$275K +1,800 New
CPIG
850
Chicago Partners Investment Group
Illinois
$265K +$296K +1,939 New