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Name Holding Trade Value Shares
Change
Change in
Stake
BB
1601
Bell Bank
North Dakota
$278K -$591 -14 -0.2%
RGC
1602
Roberts, Glore & Co
Illinois
$277K -$8.44K -200 -3%
PA
1603
Perennial Advisors
New York
$277K +$42 +1 +0%
RI
1604
Ridgewood Investments
New Jersey
$276K -$1.73K -41 -0.6%
F
1605
F3Logic
Minnesota
$275K -$171K -4,061 -38%
NP
1606
NorthRock Partners
Minnesota
$275K +$7.97K +189 +3%
MWM
1607
Merriman Wealth Management
Washington
$274K +$270K +6,412 New
BPA
1608
Beacon Pointe Advisors
California
$272K -$56.8K -1,346 -17%
RM
1609
Resource Management
Louisiana
$271K -$18.4K -437 -6%
MSAM
1610
Moloney Securities Asset Management
Missouri
$270K -$11.5K -272 -4%
DT
1611
Diversified Trust
Tennessee
$270K +$23.8K +563 +10%
BO
1612
BRR OpCo
Ohio
$268K +$50.1K +1,188 +23%
BFPW
1613
BOK Financial Private Wealth
Colorado
$268K +$267K +6,328 New
KTA
1614
Keeley-Teton Advisors
Illinois
$267K +$267K +6,326 New
AWA
1615
Artemis Wealth Advisors
New York
$267K -$25.7K -610 -9%
FCIM
1616
Fairview Capital Investment Management
California
$266K – – –
VA
1617
Valmark Advisers
Ohio
$266K – – –
AA
1618
Advisory Alpha
Michigan
$266K +$5.23K +124 +2%
TFA
1619
Transamerica Financial Advisors
Florida
$266K +$265K +6,280 New
BP
1620
BBR Partners
New York
$265K -$46.4K -1,100 -15%
MGIA
1621
Moneta Group Investment Advisors
Missouri
$265K +$13.3K +315 +5%
AIP
1622
Almanack Investment Partners
Pennsylvania
$265K +$264K +6,261 New
GAM
1623
Gemmer Asset Management
California
$263K -$7.42K -176 -3%
TFS
1624
TrustCore Financial Services
Tennessee
$263K -$928 -22 -0.4%
FA
1625
Fagan Associates
New York
$263K +$22.1K +524 +9%