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Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
951
Highland Capital Management (Tennessee)
Tennessee
$227K – – –
EM
952
ELCO Management
New York
$227K +$255K +1,573 New
ACM
953
AUA Capital Management
Pennsylvania
$225K -$61.3K -378 -20%
JFA
954
JNBA Financial Advisors
Minnesota
$223K -$19.8K -122 -7%
PFBT
955
Parkside Financial Bank & Trust
Missouri
$223K +$3.73K +23 +2%
LWP
956
Lumature Wealth Partners
Georgia
$222K +$11.2K +69 +5%
CPIG
957
Chicago Partners Investment Group
Illinois
$221K -$4.38K -27 -2%
XF
958
XML Financial
Maryland
$220K +$247K +1,525 New
MC
959
Moors & Cabot
Massachusetts
$218K -$112K -690 -31%
OPA
960
Old Port Advisors
Maine
$218K -$9.41K -58 -4%
AL
961
Aspiriant LLC
California
$217K -$3.73K -23 -2%
AAS
962
Annex Advisory Services
Wisconsin
$217K – – –
SAM
963
Strategy Asset Managers
California
$217K +$244K +1,504 New
ECM
964
Exchange Capital Management
Michigan
$217K +$244K +1,505 New
LNB
965
Ledyard National Bank
$216K -$19K -117 -7%
ACM
966
Alta Capital Management
Utah
$216K -$6.49K -40 -3%
WSFS
967
Wilmington Savings Fund Society
Delaware
$216K – – –
LAS
968
LWM Advisory Services
Florida
$216K +$243K +1,497 New
IIA
969
Integral Investment Advisors
California
$216K +$243K +1,499 New
WSTAM
970
Wilbanks Smith & Thomas Asset Management
Virginia
$215K -$2.6K -16 -1%
IFWM
971
Institute for Wealth Management
Colorado
$215K – – –
SIC
972
SFE Investment Counsel
California
$215K – – –
IWM
973
IHT Wealth Management
Illinois
$215K +$242K +1,489 New
1WA
974
180 Wealth Advisors
Washington
$214K +$3.08K +19 +1%
QCM
975
Quantinno Capital Management
New York
$210K -$90.4K -557 -28%