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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
901
Princeton Capital Management
New Jersey
$4.51M -$916K -20,026 -16%
KLC
902
Knowledge Leaders Capital
Colorado
$4.51M -$96.1K -2,101 -2%
PFA
903
Paradigm Financial Advisors
Missouri
$4.5M -$312K -6,825 -6%
LWCFA
904
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.47M +$120K +2,632 +3%
GIA
905
Granite Investment Advisors
New Hampshire
$4.47M -$12.4K -270 -0.3%
WKWM
906
Walter & Keenan Wealth Management
Indiana
$4.46M
SCI
907
SkyBridge Capital II
New York
$4.46M -$1.26M -27,570 -21%
PWM
908
Perigon Wealth Management
California
$4.45M +$327K +7,154 +8%
SSWM
909
Sheets Smith Wealth Management
North Carolina
$4.44M +$45.9K +1,004 +1%
PAM
910
Private Asset Management
California
$4.41M -$366K -7,998 -7%
Kayne Anderson Rudnick Investment Management
911
Kayne Anderson Rudnick Investment Management
California
$4.4M -$394K -8,608 -8%
HCM
912
Hollencrest Capital Management
California
$4.39M -$4.96M -108,500 -52%
APSI
913
Asset Planning Services Inc
Louisiana
$4.39M +$84.7K +1,850 +2%
LFAS
914
Level Four Advisory Services
Texas
$4.36M -$64.8K -1,417 -1%
PIM
915
Progressive Investment Management
Oregon
$4.36M -$51.3K -1,122 -1%
FFA
916
First Foundation Advisors
California
$4.33M +$61.7K +1,349 +1%
STA
917
Summit Trail Advisors
New York
$4.32M -$663K -14,482 -13%
SWM
918
Segment Wealth Management
Texas
$4.3M -$218K -4,754 -5%
ECM
919
Everence Capital Management
Indiana
$4.3M
BL
920
BFSG LLC
California
$4.3M -$34.3K -750 -0.8%
TAM
921
Tiverton Asset Management
Delaware
$4.29M +$123K +2,681 +3%
CB
922
Cadence Bank
Mississippi
$4.28M +$287K +6,274 +7%
WAM
923
Wolverine Asset Management
Illinois
$4.27M -$1.74M -37,938 -28%
GWM
924
Greenwich Wealth Management
Connecticut
$4.27M -$34.4K -751 -0.8%
KWM
925
Kingsview Wealth Management
Oregon
$4.27M +$320K +6,991 +8%