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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
501
Raymond James Trust
Florida
$207K -$67.8K -3,492 -25%
NB
502
Nicolet Bankshares
Wisconsin
$205K -$14.6K -752 -7%
CI
503
Conning Inc
Connecticut
$204K +$197K +10,160 New
GLA
504
Good Life Advisors
Pennsylvania
$200K +$192K +9,872 New
GC
505
Gilbert & Cook
Iowa
$200K +$193K +9,948 New
CEP
506
Chicago Equity Partners
Illinois
$200K +$193K +9,960 New
QI
507
QS Investors
New York
$193K
PK
508
Pflug Koory
Nebraska
$189K
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$171K
S
510
SignatureFD
Georgia
$167K +$6.06K +312 +4%
FPS
511
Fieldpoint Private Securities
Connecticut
$161K -$13.4K -692 -8%
MDCM
512
Morgan Dempsey Capital Management
Wisconsin
$154K
FHA
513
First Horizon Advisors
Tennessee
$150K +$699 +36 +0.5%
HAG
514
HighPoint Advisor Group
Illinois
$150K +$4.27K +220 +3%
CAW
515
Cornerstone Advisors (Washington)
Washington
$146K +$4.66K +240 +3%
HNB
516
Huntington National Bank
Ohio
$141K -$62.9K -3,240 -32%
RTC
517
Riverview Trust Company
Washington
$141K
IA
518
IFP Advisors
Florida
$133K +$131K +6,740 New
CG
519
Carmignac Gestion
France
$125K
SIC
520
Salem Investment Counselors
North Carolina
$121K -$23.3K -1,200 -17%
CAPTRUST Financial Advisors
521
CAPTRUST Financial Advisors
North Carolina
$107K -$31.2K -1,608 -23%
PAM
522
Paradigm Asset Management
New York
$104K
MAM
523
Marquette Asset Management
Minnesota
$102K
WC
524
Weil Company
California
$100K +$97.1K +5,000 New
SPIA
525
Steward Partners Investment Advisory
New York
$97K -$11.6K -596 -11%