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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1251
Paradigm Asset Management
New York
$333K
LIM
1252
Loudon Investment Management
New Hampshire
$332K -$1.6M -24,278 -82%
BCM
1253
Brookmont Capital Management
Texas
$331K +$23.5K +357 +7%
LFAS
1254
Level Four Advisory Services
Texas
$330K -$134K -2,026 -28%
SBSB
1255
Sullivan, Bruyette, Speros & Blaney
Virginia
$326K +$198 +3 +0.1%
CFD
1256
Creative Financial Designs
Indiana
$326K +$16K +243 +5%
BCAM
1257
Boston Common Asset Management
Massachusetts
$322K
CL
1258
Choreo LLC
Illinois
$319K +$326K +4,954 New
RMA
1259
Roffman Miller Associates
Pennsylvania
$317K -$4.4M -66,793 -93%
CCM
1260
Chilton Capital Management
Texas
$316K -$15.5K -235 -5%
FDS
1261
First Dallas Securities
Texas
$316K -$13.2K -200 -4%
FWM
1262
Frontier Wealth Management
Missouri
$315K +$28.9K +439 +10%
HH
1263
Hilltop Holdings
Texas
$315K +$72.9K +1,106 +29%
CSM
1264
CAMG Solamere Management
North Carolina
$314K -$368K -5,577 -53%
SAM
1265
Summit Asset Management
Tennessee
$312K -$15.8K -239 -5%
CPO
1266
Cerity Partners OCIO
New York
$312K +$23.1K +350 +7%
APA
1267
American Portfolios Advisors
New York
$311K +$82.3K +1,249 +35%
AP
1268
Appleton Partners
Massachusetts
$310K -$309K -4,693 -49%
JWM
1269
JGP Wealth Management
Oregon
$310K +$318K +4,823 New
CBT
1270
Central Bank & Trust
Kentucky
$309K -$350K -5,306 -52%
HS
1271
HighVista Strategies
Massachusetts
$309K +$316K +4,800 New
CGL
1272
Clarius Group LLC
Washington
$309K +$317K +4,809 New
WPW
1273
Waldron Private Wealth
Pennsylvania
$308K +$5.07K +77 +2%
SFG
1274
StrategIQ Financial Group
Indiana
$308K +$316K +4,795 New
SIM
1275
Spark Investment Management
New York
$302K -$1.55M -23,500 -83%