Name Holding Trade Value Shares
Change
Change in
Stake
CC
976
Chicago Capital
Illinois
$246K -$13.6K -263 -6%
AAS
977
Avantax Advisory Services
Texas
$245K -$98.1K -1,899 -30%
SPC
978
Stewart & Patten Company
California
$245K -$16.2K -314 -7%
P
979
Pitcairn
Pennsylvania
$243K -$3.2K -62 -1%
WPP
980
Whalerock Point Partners
Rhode Island
$241K -$20.5K -397 -8%
BCM
981
Boltwood Capital Management
California
$241K -$12.9K -249 -5%
RT
982
Rockland Trust
Massachusetts
$239K -$6.61K -128 -3%
RPC
983
Rossmore Private Capital
Connecticut
$238K -$13K -252 -5%
WP
984
WealthSource Partners
California
$238K -$2.74K -53 -1%
OPA
985
Old Port Advisors
Maine
$237K -$96.4K -1,865 -29%
FDCDDQ
986
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K -$39.4K -762 -15%
YIA
987
YHB Investment Advisors
Connecticut
$236K -$26.6K -515 -11%
EM
988
Excalibur Management
Massachusetts
$236K +$223K +4,313 New
ONST
989
Old North State Trust
North Carolina
$235K -$3.62K -70 -2%
BA
990
Bristlecone Advisors
Washington
$235K +$222K +4,298 New
GCM
991
Gables Capital Management
Florida
$233K -$10.5K -203 -5%
APWM
992
Atlas Private Wealth Management
New York
$233K +$220K +4,260 New
MC
993
Miles Capital
Iowa
$232K +$219K +4,232 New
CG
994
Colony Group
Massachusetts
$232K +$219K +4,236 New
ACI
995
Alpha Cubed Investments
California
$232K +$219K +4,241 New
LIA
996
LBMC Investment Advisors
Tennessee
$231K -$3.36K -65 -2%
BFA
997
Brendel Financial Advisors
New Hampshire
$231K -$2.12K -41 -1%
JC
998
Jacobs & Co
California
$231K – – –
MMPW
999
Mitchell McLeod Pugh & Williams
Alabama
$231K – – –
JA
1000
JOYN Advisors
Georgia
$231K +$218K +4,222 New