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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
876
NEOS Investment Management
Connecticut
$382K +$410K +2,254 New
MLL
877
Moody Lynn & Lieberson
Massachusetts
$378K -$48K -264 -11%
MJP
878
Michael J. Puzo
$377K
VCM
879
Virtue Capital Management
Tennessee
$370K
BWM
880
Baron Wealth Management
Michigan
$369K +$9.46K +52 +2%
UIA
881
Ulland Investment Advisors
Minnesota
$366K
KFGK
882
Keystone Financial Group (Kentucky)
Kentucky
$365K -$3.46K -19 -0.9%
PF
883
Phoenix Financial
Israel
$364K -$14.5K -80 -4%
DBG
884
De Burlo Group
Massachusetts
$364K
LAM
885
Lakewood Asset Management
Illinois
$364K
MGIA
886
Moneta Group Investment Advisors
Missouri
$360K -$100K -551 -21%
CCA
887
Checchi Capital Advisers
California
$359K -$15.6K -86 -4%
ACA
888
Aptus Capital Advisors
Alabama
$358K +$180K +991 +88%
MWM
889
Modera Wealth Management
New Jersey
$357K +$15.8K +87 +4%
NP
890
NorthRock Partners
Minnesota
$356K +$67.5K +371 +21%
MHB
891
Midwest Heritage Bank
Iowa
$355K
WOC
892
West Oak Capital
California
$348K
BWM
893
Blossom Wealth Management
California
$347K +$5.46K +30 +1%
HWM
894
HighMark Wealth Management
Minnesota
$342K +$1.09K +6 +0.3%
WWM
895
Western Wealth Management
Colorado
$342K
PWMG
896
Pinnacle Wealth Management Group
Michigan
$339K
SACTSONJ
897
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$339K
WPW
898
Waldron Private Wealth
Pennsylvania
$339K -$10.9K -60 -3%
ICG
899
InterOcean Capital Group
Tennessee
$336K -$126K -693 -26%
TBNY
900
Trustco Bank (New York)
New York
$336K