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Name Holding Trade Value Shares
Change
Change in
Stake
WDA
826
Wendell David Associates
New Hampshire
$283K – – –
CANY
827
Caxton Associates (New York)
New York
$280K +$268K +1,635 New
ATIA
828
American Trust Investment Advisors
New Hampshire
$278K -$16.4K -100 -6%
MCM
829
Manchester Capital Management
Vermont
$277K – – –
BP
830
Ballentine Partners
Massachusetts
$276K +$263K +1,609 New
LB
831
Legacy Bridge
Iowa
$274K – – –
MMG
832
Monetary Management Group
Missouri
$274K – – –
HS
833
HighVista Strategies
Massachusetts
$274K +$16.4K +100 +7%
BBA
834
BLB&B Advisors
Pennsylvania
$271K – – –
OIA
835
Optimum Investment Advisors
Illinois
$270K – – –
FCA
836
FinTrust Capital Advisors
South Carolina
$269K +$83.5K +510 +48%
FA
837
FDx Advisors
Illinois
$268K -$64.5K -394 -20%
GT
838
Glenview Trust
Kentucky
$267K +$164 +1 +0.1%
HAG
839
HighPoint Advisor Group
Illinois
$263K -$20.1K -123 -7%
FPB
840
First PREMIER Bank
South Dakota
$263K – – –
CCP
841
Corient Capital Partners
California
$263K +$41.4K +253 +20%
HIC
842
Hartline Investment Corp
Illinois
$262K – – –
SC
843
Savant Capital
Illinois
$261K – – –
FFG
844
Fortem Financial Group
California
$261K +$35.9K +219 +17%
BSW
845
Buckingham Strategic Wealth
Missouri
$261K +$250K +1,526 New
JFA
846
Johanson Financial Advisors
California
$260K -$5.73K -35 -2%
NIT
847
NumerixS Investment Technologies
British Columbia, Canada
$257K -$2.8M -17,099 -92%
VHAM
848
Van Hulzen Asset Management
California
$255K -$81.9K -500 -25%
HEIP
849
Hudson Edge Investment Partners
New Jersey
$253K – – –
IIC
850
Ironwood Investment Counsel
Arizona
$253K +$242K +1,477 New