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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
226
Partner Investment Management
California
$21K – – –
GHCM
227
Glen Harbor Capital Management
California
$20K +$21.4K +510 New
GWM
228
Geneos Wealth Management
Colorado
$17K +$5.04K +120 +39%
MCIM
229
Meadow Creek Investment Management
Georgia
$17K +$17.6K +420 New
AI
230
ArchPoint Investors
Florida
$16K +$17.3K +411 New
EP
231
Elkfork Partners
Oregon
$13K +$13.9K +330 New
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K +$4.2K +100 +50%
PRC
233
Pearl River Capital
Michigan
$12K +$12.6K +300 New
RCAG
234
Rehmann Capital Advisory Group
Michigan
$10.7K +$378 +9 +3%
MSA
235
Marino Stram & Associates
Massachusetts
$10K +$168 +4 +2%
TAM
236
Tyers Asset Management
Texas
$10K +$10.1K +240 New
HCM
237
Highlander Capital Management
New Jersey
$10K +$10.5K +250 New
FHB
238
First Hawaiian Bank
Hawaii
$10K +$10.9K +260 New
FHA
239
First Horizon Advisors
Tennessee
$9K +$4.37K +104 +78%
MIFH
240
Migdal Insurance & Financial Holdings
Israel
$9K +$9.79K +233 New
WT
241
Whittier Trust
California
$7K – – –
FGC
242
Financial Gravity Companies
Texas
$7K +$6.3K +150 New
DWM
243
Destination Wealth Management
California
$6K +$6.76K +161 New
CWM
244
Catamount Wealth Management
Connecticut
$5K -$23.1K -550 -85%
MIM
245
MetLife Investment Management
New Jersey
$4.01K +$2.31K +55 +122%
KL
246
KWMG LLC
Kansas
$4K -$31.1K -741 -89%
ATC
247
Adirondack Trust Company
New York
$4K – – –
SBL
248
Sargent Bickham Lagudis
Colorado
$4K – – –
TWA
249
TCI Wealth Advisors
Arizona
$4K +$3.78K +90 +1,500%
IA
250
IFP Advisors
Florida
$3K -$8.4K -200 -73%