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Name Holding Trade Value Shares
Change
Change in
Stake
OWD
851
Osborn Williams & Donohoe
Ohio
$272K – – –
SSWM
852
Sheets Smith Wealth Management
North Carolina
$270K – – –
ICOA
853
Investment Centers of America
North Dakota
$270K +$251K +11,276 New
AP
854
AHL Partners
United Kingdom
$254K +$237K +10,656 New
CIC
855
Chilton Investment Company
Connecticut
$251K +$234K +10,540 New
CS
856
Credential Securities
$249K +$19.9K +895 +9%
RCM
857
Rotella Capital Management
Washington
$246K -$101K -4,519 -30%
BSW
858
Buckingham Strategic Wealth
Missouri
$246K -$8.5K -382 -4%
TBA
859
Train Babcock Advisors
New York
$244K -$23K -1,033 -9%
SAMC
860
Shinko Asset Management Company
Japan
$244K -$21.1K -950 -8%
DC
861
Davenport & Co
Virginia
$241K -$96.4K -4,334 -30%
RCM
862
Reynolds Capital Management
Nevada
$238K -$31.7K -1,426 -13%
BOS
863
Bank of Stockton
California
$238K -$22.6K -1,015 -9%
CAG
864
Crestwood Advisors Group
Massachusetts
$237K -$2.65K -119 -1%
LWM
865
LBA Wealth Management
Florida
$236K -$7.94K -357 -3%
FIM
866
Freedom Investment Management
Connecticut
$235K -$137K -6,154 -38%
MIAN
867
Mariner Independent Advisor Network
Kansas
$234K -$2.05K -92 -0.9%
ACM
868
Azimuth Capital Management
Michigan
$234K -$63.4K -2,851 -23%
CIA
869
Choate Investment Advisors
Massachusetts
$231K -$136K -6,107 -39%
RC
870
Roundview Capital
New Jersey
$230K -$2.71M -121,754 -93%
KFC
871
Klingenstein Fields & Co
New York
$230K -$1.08M -48,772 -84%
HB
872
Homrich & Berg
Georgia
$230K +$215K +9,668 New
CPA
873
Cowen Prime Advisors
New York
$229K -$4.76K -214 -2%
SIM
874
SSI Investment Management
California
$228K -$404K -18,176 -65%
TCM
875
Tradewinds Capital Management
Washington
$228K -$36.8K -1,656 -15%