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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
926
HighMark Wealth Management
Minnesota
$335K +$330K +1,740 New
LJHT
927
Laurie J. Hall Trustee
$332K -$41.6K -219 -11%
TA
928
TCG Advisors
Texas
$332K -$1.14K -6 -0.3%
SW
929
SlateStone Wealth
Florida
$332K +$31.5K +166 +11%
AAM
930
Aureus Asset Management
Massachusetts
$332K +$326K +1,718 New
CWM
931
Circle Wealth Management
New Jersey
$331K +$29.6K +156 +10%
CB
932
Community Bank
New York
$331K +$142K +750 +78%
NFG
933
Next Financial Group
Texas
$330K +$10.8K +57 +3%
VHAM
934
Van Hulzen Asset Management
California
$330K +$15K +79 +5%
PCG
935
Private Capital Group
Connecticut
$329K +$14.8K +78 +5%
BJL
936
Brighton Jones LLC
Washington
$326K +$84.1K +443 +35%
TIP
937
Torray Investment Partners
Maryland
$324K -$5.13K -27 -2%
LRIC
938
Long Road Investment Counsel
Michigan
$324K – – –
LOAMS
939
Lombard Odier Asset Management (Switzerland)
Switzerland
$323K +$47.3K +249 +17%
HA
940
Harfst & Associates
Wyoming
$322K -$3.04K -16 -0.9%
SCI
941
Stableford Capital II
Arizona
$322K -$1.71K -9 -0.5%
HCM
942
Hengehold Capital Management
Ohio
$319K – – –
AssetMark Inc
943
AssetMark Inc
California
$319K +$33K +174 +12%
ERIM
944
Eagle Ridge Investment Management
Connecticut
$317K -$27.1K -143 -8%
MGIA
945
Moneta Group Investment Advisors
Missouri
$317K +$380 +2 +0.1%
SWM
946
SeaCrest Wealth Management
New York
$316K +$7.4K +39 +2%
VCA
947
Verdence Capital Advisors
Maryland
$315K -$2.47K -13 -0.8%
QCM
948
Quest Capital Management
Texas
$314K +$12.7K +67 +4%
CFG
949
Capstone Financial Group
Oklahoma
$314K +$309K +1,626 New
JFA
950
JNBA Financial Advisors
Minnesota
$313K – – –