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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1276
Institutional & Family Asset Management
Colorado
$371K -$750K -21,199 -67%
GEM
1277
Global Endowment Management
North Carolina
$363K -$6.63M -187,300 -95%
TIM
1278
Tortoise Investment Management
New York
$363K -$41.5K -1,172 -10%
CAM
1279
Congress Asset Management
Massachusetts
$363K +$363K +10,260 New
FC
1280
Ferris Capital
Massachusetts
$359K -$16.9K -478 -5%
SFA
1281
Sequoia Financial Advisors
Ohio
$359K +$531 +15 +0.1%
ACM
1282
Advent Capital Management
New York
$358K +$358K +10,116 New
KA
1283
Kovack Advisors
Florida
$356K -$14.1K -399 -4%
OFW
1284
Omnia Family Wealth
Florida
$355K
VC
1285
Vicus Capital
Pennsylvania
$355K +$45.7K +1,290 +15%
AAMU
1286
AEGON Asset Management (UK)
United Kingdom
$355K +$355K +10,022 New
LOAMU
1287
Lombard Odier Asset Management (USA)
New York
$354K -$5.84M -165,000 -94%
RMC
1288
Resources Management Corp
Connecticut
$354K +$354K +10,002 New
EP
1289
Edgestream Partners
New Jersey
$352K -$238K -6,711 -40%
FMW
1290
Farr Miller & Washington
District of Columbia
$352K
IC
1291
Inverness Counsel
New York
$350K +$42.4K +1,197 +14%
BWP
1292
Baldwin Wealth Partners
Massachusetts
$349K -$28.3K -800 -8%
PPCM
1293
Pillar Pacific Capital Management
California
$349K
KPCM
1294
Kings Point Capital Management
New York
$347K +$4.14K +117 +1%
BWM
1295
BerganKDV Wealth Management
Minnesota
$346K
CT
1296
Clearstead Trust
Maine
$346K +$13.7K +388 +4%
PD
1297
Planning Directions
Pennsylvania
$346K +$59.8K +1,689 +21%
MFW
1298
Mosaic Family Wealth
Missouri
$345K -$10.6K -300 -3%
CAAS
1299
Capital Asset Advisory Services
Michigan
$345K +$1.42K +40 +0.4%
TTWM
1300
TCV Trust & Wealth Management
Virginia
$345K +$38.3K +1,081 +12%