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Name Holding Trade Value Shares
Change
Change in
Stake
DIM
1226
Delta Investment Management
California
$340K +$328K +2,095 New
ST
1227
Smithfield Trust
Pennsylvania
$336K -$4.7K -30 -1%
CWM
1228
Cornerstone Wealth Management
Missouri
$336K +$59.3K +378 +22%
AF
1229
Allworth Financial
California
$335K
PCG
1230
Private Capital Group
Connecticut
$335K +$13.6K +87 +4%
CWA
1231
Clarity Wealth Advisors
California
$335K +$323K +2,063 New
RPC
1232
Rossmore Private Capital
Connecticut
$334K
Fayez Sarofim & Co
1233
Fayez Sarofim & Co
Texas
$334K +$322K +2,053 New
JHP
1234
James Hambro & Partners
United Kingdom
$333K
NAM
1235
North American Management
Massachusetts
$333K
AMC
1236
Asset Management Corp
Illinois
$333K +$321K +2,050 New
FCM
1237
Firestone Capital Management
Florida
$329K +$317K +2,023 New
CIM
1238
CIM Investment Management
Pennsylvania
$327K
VC
1239
Veracity Capital
Georgia
$327K +$315K +2,010 New
AC
1240
Alley Company
Illinois
$325K -$47K -300 -13%
MTC
1241
McDaniel Terry & Co
Texas
$325K
PAA
1242
Peregrine Asset Advisers
Oregon
$325K +$314K +2,000 New
IFG
1243
Investors Financial Group
Minnesota
$323K +$311K +1,985 New
AP
1244
Appleton Partners
Massachusetts
$322K -$10.2K -65 -3%
GFS
1245
GYL Financial Synergies
Connecticut
$322K +$1.1K +7 +0.4%
NF
1246
Nikulski Financial
Iowa
$319K -$15.7K -100 -5%
FMTC
1247
Farmers & Merchants Trust Company
California
$319K +$13.2K +84 +4%
HTHT
1248
Hemenway Trust Hemenway Trust
New Hampshire
$316K
HCA
1249
Hyperion Capital Advisors
New York
$315K +$303K +1,934 New
BO
1250
Bach Option
Hong Kong
$314K -$151K -961 -33%