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Name Holding Trade Value Shares
Change
Change in
Stake
CHP
551
Cable Hill Partners
Oregon
$431K +$34.8K +237 +9%
MWPCG
552
Measured Wealth Private Client Group
New Hampshire
$430K +$9.69K +66 +2%
EFS
553
Essex Financial Services
Connecticut
$425K -$587 -4 -0.1%
MSFS
554
Main Street Financial Solutions
Pennsylvania
$421K +$6.31K +43 +2%
TFP
555
Tilia Fiduciary Partners
North Carolina
$421K +$207K +1,410 +103%
TMAM
556
Tokio Marine Asset Management
Japan
$421K +$119K +809 +41%
UAML
557
US Asset Management LLC
Pennsylvania
$418K – – –
FNFDCM
558
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$416K – – –
FNBT
559
FineMark National Bank & Trust
Florida
$415K – – –
JFG
560
Jefferies Financial Group
New York
$413K -$734K -5,001 -65%
TCM
561
Teza Capital Management
Illinois
$407K +$393K +2,678 New
PTC
562
Private Trust Company
Ohio
$407K +$14.1K +96 +4%
CCM
563
Coldstream Capital Management
Washington
$406K -$22.8K -155 -5%
AAM
564
Advisors Asset Management
Colorado
$403K -$26.4K -180 -6%
Aristotle Capital Management
565
Aristotle Capital Management
California
$395K -$61.7K -420 -14%
MFG
566
Monte Financial Group
Connecticut
$382K -$224K -1,524 -38%
ACM
567
Allred Capital Management
Texas
$382K +$587 +4 +0.2%
LFG
568
Larson Financial Group
Missouri
$381K -$11K -75 -3%
VWM
569
Venturi Wealth Management
Texas
$381K – – –
QCG
570
Quadrant Capital Group
Ohio
$375K +$7.19K +49 +2%
CF
571
Centaurus Financial
California
$374K +$4.99K +34 +1%
RWPA
572
Richard W. Paul & Associates
Michigan
$370K +$8.37K +57 +2%
MAS
573
Meeder Advisory Services
Ohio
$369K +$7.78K +53 +2%
HIA
574
Harbor Investment Advisory
Maryland
$368K +$8.96K +61 +3%
AA
575
Ancora Advisors
Ohio
$366K – – –