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Name Holding Trade Value Shares
Change
Change in
Stake
CI
926
Conning Inc
Connecticut
$329K -$86.3K -1,410 -20%
ST
927
Sabal Trust
Florida
$329K +$10.2K +166 +3%
OIM
928
Orca Investment Management
Oregon
$327K -$10.7K -175 -3%
ARMC
929
American Research & Management Company
Massachusetts
$327K
EP
930
Eudaimonia Partners
Tennessee
$326K +$7.83K +128 +2%
SB
931
Sunflower Bank
Texas
$325K +$35.4K +578 +11%
PCM
932
Prelude Capital Management
New York
$325K +$345K +5,644 New
I
933
INVST
Indiana
$323K -$1.59K -26 -0.5%
MG
934
Mather Group
Illinois
$323K +$5.45K +89 +2%
PWPS
935
Pinnacle Wealth Planning Services
Ohio
$323K +$58.5K +956 +21%
MHIC
936
Marble Harbor Investment Counsel
Massachusetts
$322K -$10.2K -166 -3%
SIC
937
Salem Investment Counselors
North Carolina
$321K -$17.3K -282 -5%
BFS
938
Bard Financial Services
Connecticut
$319K
QCG
939
Quadrant Capital Group
Ohio
$318K +$10.7K +174 +3%
HWA
940
Heartwood Wealth Advisors
Virginia
$317K +$14.8K +241 +5%
SFA
941
Souders Financial Advisors
Ohio
$316K -$110K -1,805 -25%
Bank Julius Baer & Co
942
Bank Julius Baer & Co
Switzerland
$315K -$97.4K -1,591 -23%
FAM
943
Formidable Asset Management
Ohio
$315K +$48.1K +786 +17%
ACP
944
Ashfield Capital Partners
California
$314K
FSA
945
Fort Sheridan Advisors
Illinois
$312K -$7.9K -129 -2%
AWA
946
Acorn Wealth Advisors
Michigan
$312K +$22.5K +368 +7%
AWM
947
Affinity Wealth Management
Delaware
$312K +$54.9K +897 +20%
RC
948
Roundview Capital
New Jersey
$312K +$135K +2,202 +68%
SWMP
949
Signature Wealth Management Partners
New Jersey
$311K
AC
950
Avestar Capital
New York
$310K