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Name Holding Trade Value Shares
Change
Change in
Stake
STA
501
Summit Trail Advisors
New York
$380K +$362K +2,628 New
S
502
SimplyRich
California
$376K +$355K +2,575 New
NAM
503
NTV Asset Management
West Virginia
$372K
IB
504
Intrust Bank
Kansas
$371K
HJA
505
Hugh Johnson Advisors
New York
$370K +$3.45K +25 +1%
SPC
506
Sigma Planning Corp
Michigan
$366K -$14.7K -107 -4%
IWA
507
Intercontinental Wealth Advisors
Texas
$366K +$32.7K +237 +10%
JAM
508
Jolley Asset Management
North Carolina
$362K
1WA
509
180 Wealth Advisors
Washington
$362K +$342K +2,479 New
SGA
510
Strategic Global Advisors
California
$361K
WB
511
Webster Bank
Connecticut
$358K -$82K -595 -20%
CPIM
512
Columbia Partners Investment Management
Virginia
$358K +$63K +457 +23%
EIP
513
Epoch Investment Partners
New York
$355K -$66.4K -482 -17%
GVT
514
Genesee Valley Trust
New York
$355K -$12.4K -90 -4%
FCCM
515
First City Capital Management
Georgia
$354K
CAM
516
Claret Asset Management
Quebec, Canada
$353K +$333K +2,414 New
PGFC
517
Peapack-Gladstone Financial Corp
New Jersey
$353K -$10.6K -77 -3%
AWM
518
Avior Wealth Management
Nebraska
$351K +$328K +2,380 +11,333%
CIC
519
Carnegie Investment Counsel
Ohio
$349K +$8.27K +60 +2%
CFB
520
Cullen/Frost Bankers
Texas
$343K -$1.79K -13 -0.6%
IAA
521
Independent Advisor Alliance
North Carolina
$340K -$1.38K -10 -0.4%
WSFS
522
Wilmington Savings Fund Society
Delaware
$339K -$7.17K -52 -2%
FAIM
523
Financial Advocates Investment Management
Washington
$339K +$319K +2,318 New
Mackenzie Financial
524
Mackenzie Financial
Ontario, Canada
$337K +$319K +2,311 New
DWM
525
Doyle Wealth Management
Florida
$334K +$315K +2,286 New