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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
501
D.A. Davidson & Co
Montana
$320K -$47.2K -511 -13%
CFD
502
Creative Financial Designs
Indiana
$319K +$102K +1,107 +50%
RJT
503
Raymond James Trust
Florida
$318K +$13.8K +150 +5%
CCFCSB
504
Cape Cod Five Cents Savings Bank
Massachusetts
$315K -$105K -1,140 -26%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$315K -$24.6K -267 -8%
KA
506
Kovack Advisors
Florida
$314K +$77.5K +839 +35%
AIM
507
Anchor Investment Management
South Carolina
$313K +$3.69K +40 +1%
SI
508
Stephens Inc
Arkansas
$309K +$39.1K +424 +15%
BFO
509
Boston Family Office
Massachusetts
$303K – – –
AA
510
Ancora Advisors
Ohio
$302K -$67.2K -728 -19%
RIM
511
Redpoint Investment Management
Australia
$302K – – –
CFFP
512
Center for Financial Planning
Michigan
$297K – – –
CHP
513
Cable Hill Partners
Oregon
$296K -$209K -2,260 -42%
OR
514
Olympiad Research
Connecticut
$296K -$75.4K -817 -21%
BBHC
515
Brown Brothers Harriman & Co
New York
$296K +$85.3K +924 +43%
SSW
516
Smith Shellnut Wilson
Mississippi
$295K -$6.28K -68 -2%
SPC
517
Stewart & Patten Company
California
$295K – – –
Aristotle Capital Management
518
Aristotle Capital Management
California
$292K – – –
CFG
519
Capstone Financial Group
Oklahoma
$288K -$4.8K -52 -2%
TTWM
520
TCV Trust & Wealth Management
Virginia
$287K – – –
PP
521
Patten & Patten
Tennessee
$285K – – –
TAM
522
Tradition Asset Management
Virginia
$275K – – –
Mackenzie Financial
523
Mackenzie Financial
Ontario, Canada
$273K +$3.79K +41 +1%
EMG
524
ETF Managers Group
New Jersey
$271K -$7.57K -82 -3%
1WA
525
180 Wealth Advisors
Washington
$271K -$831 -9 -0.3%