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Name Holding Trade Value Shares
Change
Change in
Stake
CI
751
Cherokee Insurance
Michigan
$230K -$181K -5,000 -37%
ACIM
752
Azimuth Capital Investment Management
Michigan
$229K -$41.8K -1,153 -12%
CNBT
753
Canandaigua National Bank & Trust
New York
$228K +$302K +8,331 New
JIC
754
Johnson Investment Counsel
Ohio
$228K -$73.2K -2,018 -20%
PCIG
755
Partners Capital Investment Group
Massachusetts
$227K +$301K +8,300 New
FCM
756
Fieldview Capital Management
Michigan
$226K +$300K +8,277 New
CIA
757
Choate Investment Advisors
Massachusetts
$225K -$11K -303 -4%
GWP
758
Gen-Wealth Partners
Michigan
$225K -$23.3K -643 -7%
IF
759
IRON Financial
Illinois
$224K +$21.7K +599 +8%
YIM
760
Yoffe Investment Management
Pennsylvania
$223K +$181 +5 +0.1%
NWA
761
New World Advisors
Massachusetts
$220K +$292K +8,050 New
FFN
762
Focus Financial Network
Minnesota
$220K -$18.3K -505 -6%
AIM
763
Athena Investment Management
California
$220K -$48.7K -1,343 -14%
BFPW
764
BOK Financial Private Wealth
Colorado
$219K -$66.6K -1,836 -19%
RFN
765
RDA Financial Network
Iowa
$217K +$29.1K +801 +11%
CFP
766
Catalyst Financial Partners
Massachusetts
$216K +$33.8K +932 +13%
IAA
767
Independent Advisor Alliance
North Carolina
$214K -$45.1K -1,244 -14%
VSQM
768
V-Square Quantitative Management
Illinois
$213K -$37.8K -1,042 -12%
LFAS
769
Level Four Advisory Services
Texas
$212K -$8.56K -236 -3%
NFSG
770
Newbridge Financial Services Group
Florida
$211K +$105K +2,883 +60%
SIS
771
Sound Income Strategies
Florida
$210K -$6.9K -190 -2%
CIS
772
Custom Index Systems
New York
$209K -$302K -8,324 -52%
JTWM
773
Jackson Thornton Wealth Management
Alabama
$209K -$102K -2,798 -27%
BCV
774
Banque Cantonale Vaudoise
Switzerland
$207K -$552K -15,198 -67%
MIP
775
Marietta Investment Partners
Wisconsin
$207K – – –