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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
826
Aureus Asset Management
Massachusetts
$276K – – –
LBD
827
Landsberg Bennett & Dubbaneh
Florida
$276K +$286K +1,872 New
SFM
828
Signature Financial Management
Virginia
$275K +$7.64K +50 +3%
ERIM
829
Eagle Ridge Investment Management
Connecticut
$273K -$124K -813 -30%
LFASL
830
Lugano Financial Advisors SA (LFA)
Switzerland
$273K – – –
FA
831
FCG Advisors
New Jersey
$268K +$3.21K +21 +1%
Jennison Associates
832
Jennison Associates
New York
$267K +$276K +1,809 New
AF
833
Affiance Financial
Minnesota
$265K – – –
ATC
834
Argent Trust Co
Tennessee
$265K – – –
LJAC
835
L.J. Altfest & Co
New York
$265K – – –
CWA
836
Clarus Wealth Advisors
Arizona
$264K +$27.8K +182 +11%
TIM
837
Thompson Investment Management
Wisconsin
$260K -$131K -856 -33%
H
838
HoyleCohen
California
$257K – – –
PAM
839
Peak Asset Management
Colorado
$257K +$9.16K +60 +4%
SWA
840
Sutton Wealth Advisors
Florida
$256K +$9.01K +59 +4%
PPCM
841
Pillar Pacific Capital Management
California
$256K – – –
GCA
842
Gideon Capital Advisors
New York
$254K +$264K +1,726 New
MFW
843
Meristem Family Wealth
Minnesota
$253K +$263K +1,720 New
LSAG
844
Lake Street Advisors Group
New Hampshire
$251K +$260K +1,705 New
GIM
845
Groesbeck Investment Management
New Jersey
$250K – – –
LRIC
846
Long Road Investment Counsel
Michigan
$248K – – –
MAFM
847
Mid Atlantic Financial Management
Pennsylvania
$248K +$257K +1,681 New
HCM
848
Hengehold Capital Management
Ohio
$246K – – –
EWM
849
Evermay Wealth Management
Virginia
$245K +$254K +1,664 New
JFA
850
JNBA Financial Advisors
Minnesota
$242K +$251K +1,644 New