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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
676
Global Retirement Partners
California
$219K +$16.4K +442 +8%
FIM
677
Fernwood Investment Management
Massachusetts
$216K -$59.4K -1,600 -22%
CFC
678
Coyle Financial Counsel
Illinois
$216K +$213K +5,733 New
CIA
679
Capital Investment Advisors
Georgia
$215K – – –
AWM
680
Altium Wealth Management
New York
$215K +$211K +5,691 New
LIM
681
Leavell Investment Management
Alabama
$214K – – –
BP
682
Ballentine Partners
Massachusetts
$214K +$2.08K +56 +1%
SIG
683
Sky Investment Group
Connecticut
$213K +$9.28K +250 +5%
NA
684
NewEdge Advisors
Louisiana
$213K +$198K +5,344 New
BIA
685
Bigelow Investment Advisors
Maine
$213K +$209K +5,635 New
SWP
686
Strategic Wealth Partners
Ohio
$213K +$221K +5,951 New
FMLI
687
Fukoku Mutual Life Insurance
Japan
$211K – – –
FIB
688
First Interstate Bank
Montana
$210K – – –
GCA
689
Gideon Capital Advisors
New York
$208K -$120K -3,235 -37%
TNBTD
690
Trustmark National Bank Trust Department
Mississippi
$208K +$204K +5,508 New
AW
691
Alpha Windward
Massachusetts
$207K -$148 -4 -0.1%
SC
692
Savant Capital
Illinois
$206K -$2.63K -71 -1%
PP
693
Pegasus Partners
Wisconsin
$205K +$201K +5,419 New
BAS
694
Brown Advisory Securities
Maryland
$204K +$200K +5,400 New
Fayez Sarofim & Co
695
Fayez Sarofim & Co
Texas
$203K -$37.5K -1,010 -16%
GG
696
Gofen & Glossberg
Illinois
$200K – – –
VCM
697
Virtue Capital Management
Tennessee
$200K +$196K +5,288 New
QCG
698
Quadrant Capital Group
Ohio
$198K -$5.79K -156 -3%
GWM
699
Geneos Wealth Management
Colorado
$197K +$8.54K +230 +5%
ST
700
Smithfield Trust
Pennsylvania
$197K +$9.84K +265 +5%