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Name Holding Trade Value Shares
Change
Change in
Stake
DIM
851
Delta Investment Management
California
$342K +$11.6K +52 +3%
IWC
852
Integrated Wealth Concepts
Massachusetts
$340K +$360K +1,616 New
FHB
853
First Hawaiian Bank
Hawaii
$339K -$797K -3,580 -69%
HCM
854
Howland Capital Management
Massachusetts
$337K – – –
BFA
855
Brendel Financial Advisors
New Hampshire
$336K -$2.7M -12,113 -88%
SBWM
856
Sunflower Bank Wealth Management
Arizona
$336K – – –
WCF
857
West Coast Financial
California
$334K +$91.5K +411 +35%
BS
858
Boenning & Scattergood
Pennsylvania
$333K +$2.23K +10 +0.6%
BIM
859
Baldwin Investment Management
Pennsylvania
$331K – – –
HIIFS
860
Harel Insurance Investments & Financial Services
Israel
$331K +$351K +1,575 New
GIA
861
Gateway Investment Advisers
Ohio
$330K -$9.58K -43 -3%
PL
862
Plancorp LLC
Missouri
$328K -$28.7K -129 -8%
WG
863
Welch Group
Alabama
$328K +$66.8K +300 +24%
CIM
864
CIM Investment Management
Pennsylvania
$326K -$356K -1,597 -51%
CSPIA
865
Cary Street Partners Investment Advisory
Virginia
$326K +$345K +1,550 New
EH
866
Employers Holdings
Nevada
$326K +$345K +1,550 New
Credit Agricole
867
Credit Agricole
France
$326K +$346K +1,553 New
GEM
868
Global Endowment Management
North Carolina
$324K – – –
BB
869
Busey Bank
Illinois
$318K -$28.3K -127 -8%
SFG
870
SevenBridge Financial Group
Pennsylvania
$317K -$8.91K -40 -3%
CAG
871
Csenge Advisory Group
Florida
$317K +$79.3K +356 +31%
WP
872
WealthPLAN Partners
Nebraska
$316K -$3.34K -15 -1%
TSS
873
Two Sigma Securities
New York
$315K -$217K -973 -39%
BEAM
874
Baker Ellis Asset Management
Washington
$315K – – –
NCM
875
Next Capital Management
New York
$315K – – –