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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1701
Chase Investment Counsel
Virginia
$280K
AMG
1702
Asset Management Group
Connecticut
$276K +$2.1K +24 +0.8%
SFG
1703
SNS Financial Group
Minnesota
$275K +$5.16K +59 +2%
HA
1704
Harfst & Associates
Wyoming
$274K -$994K -11,367 -80%
NPPM
1705
North Point Portfolio Managers
Ohio
$274K
TT
1706
Tiedemann Trust
Delaware
$274K
JFG
1707
JMG Financial Group
Illinois
$270K
MMA
1708
Miracle Mile Advisors
California
$270K +$31K +354 +14%
GWS
1709
Glassman Wealth Services
Virginia
$269K -$27.1K -310 -10%
SSP
1710
Sapphire Star Partners
Washington
$269K
IC
1711
Iconiq Capital
California
$268K -$210K -2,400 -46%
DMC
1712
Drexel Morgan & Co
Pennsylvania
$268K
HFA
1713
High Falls Advisors
New York
$265K -$37.7K -431 -13%
NAM
1714
Nichols Asset Management
Massachusetts
$265K -$24.5K -280 -9%
CFSG
1715
Community Financial Services Group
Vermont
$263K -$111K -1,272 -32%
Connor, Clark & Lunn Investment Management (CC&L)
1716
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$260K -$507K -5,800 -68%
TF
1717
Trutina Financial
Washington
$260K
AW
1718
Alpha Windward
Massachusetts
$257K -$525 -6 -0.2%
HCA
1719
Horan Capital Advisors
Ohio
$257K +$41K +469 +21%
MWM
1720
Modera Wealth Management
New Jersey
$257K +$236K +2,695 New
BIA
1721
Barry Investment Advisors
Massachusetts
$256K +$1.66K +19 +0.7%
CAM
1722
Concorde Asset Management
Michigan
$254K +$13.4K +153 +6%
LPT
1723
Legacy Private Trust
Wisconsin
$253K -$13.5K -154 -5%
WCM
1724
Windward Capital Management
California
$252K +$231K +2,640 New
WA
1725
Wealth Architects
California
$251K -$175 -2 -0.1%