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Name Holding Trade Value Shares
Change
Change in
Stake
HM
1376
Harvest Management
New York
$276K +$276K +7,790 New
CPIG
1377
Chicago Partners Investment Group
Illinois
$275K +$26.3K +742 +11%
ZB
1378
Zions Bancorporation
Utah
$275K +$37.7K +1,064 +16%
IWA
1379
Inspirion Wealth Advisors
Illinois
$274K
WI
1380
Wintrust Investments
Illinois
$273K -$25.5K -720 -9%
BAM
1381
Bruderman Asset Management
New York
$272K -$61.9K -1,749 -19%
PL
1382
Parthenon LLC
Kentucky
$272K -$3.36K -95 -1%
FPS
1383
Fieldpoint Private Securities
Connecticut
$271K -$28.3K -800 -9%
WB
1384
Webster Bank
Connecticut
$270K -$291K -8,235 -52%
MC
1385
Middleton & Co
Massachusetts
$270K
BOCM
1386
Bontempo Ohly Capital Management
Maryland
$269K +$269K +7,599 New
BBP
1387
Banco BTG Pactual
Brazil
$268K -$102K -2,868 -27%
CWM
1388
Chesapeake Wealth Management
Virginia
$268K -$14.2K -400 -5%
MCM
1389
Marathon Capital Management
Maryland
$268K
AWM
1390
Aevitas Wealth Management
Massachusetts
$268K +$18.1K +510 +7%
MPI
1391
Mairs & Power Inc
Minnesota
$267K
HPWM
1392
Highland Private Wealth Management
Washington
$267K +$13.1K +370 +5%
DA
1393
Doliver Advisors
Texas
$267K +$267K +7,547 New
OIA
1394
Optimum Investment Advisors
Illinois
$265K +$35 +1 +0%
SSWM
1395
Smith Salley Wealth Management
North Carolina
$265K +$779 +22 +0.3%
BAM
1396
Barrett Asset Management
New York
$264K +$3.89K +110 +1%
IA
1397
Independence Advisors
Pennsylvania
$263K +$263K +7,435 New
HHGA
1398
Halbert Hargrove Global Advisors
California
$262K +$34.5K +976 +15%
KWM
1399
Kingsview Wealth Management
Oregon
$262K +$262K +7,395 New
AOWM
1400
Alpha Omega Wealth Management
Virginia
$261K +$1.27K +36 +0.5%