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Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
801
American Trust Investment Advisors
New Hampshire
$319K
AB
802
Atlas Brown
Kentucky
$317K
GT
803
Glenview Trust
Kentucky
$315K
Verition Fund Management
804
Verition Fund Management
Connecticut
$310K -$304K -1,526 -51%
Luther King Capital Management (LKCM)
805
Luther King Capital Management (LKCM)
Texas
$309K +$37.1K +186 +15%
CB
806
Cadence Bank
Mississippi
$308K -$39.8K -200 -12%
CGL
807
Clarius Group LLC
Washington
$308K -$8.96K -45 -3%
BPM
808
Bowling Portfolio Management
Ohio
$307K -$78.5K -394 -21%
MYIA
809
Mount Yale Investment Advisors
Colorado
$307K -$38.1K -191 -12%
FWCM
810
First Western Capital Management
California
$306K -$2.39K -12 -0.8%
ECM
811
EagleClaw Capital Management
Massachusetts
$306K +$49.8K +250 +21%
IFG
812
Independent Financial Group
California
$304K +$5.38K +27 +2%
CP
813
Camelot Portfolios
Ohio
$303K -$27.7K -139 -9%
CCB
814
Cutter & Co Brokerage
Missouri
$303K +$12.4K +62 +5%
VHAM
815
Van Hulzen Asset Management
California
$301K
SIM
816
Stratos Investment Management
Ohio
$301K +$6.57K +33 +2%
SWA
817
Sutton Wealth Advisors
Florida
$300K
FC
818
FORA Capital
Florida
$299K -$534K -2,679 -65%
SSB
819
Sandy Spring Bank
Maryland
$298K +$76.7K +385 +38%
SSG
820
Summit Securities Group
New York
$296K -$398K -2,000 -59%
PMG
821
ProVise Management Group
Florida
$296K
WAM
822
Wallington Asset Management
Indiana
$296K
CFD
823
Creative Financial Designs
Indiana
$292K +$138K +695 +101%
CAM
824
Cresset Asset Management
Illinois
$291K +$2.59K +13 +1%
WPP
825
Whalerock Point Partners
Rhode Island
$290K -$216K -1,082 -79%