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Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
1026
Bar Harbor Trust Services
Maine
$255K +$2.2K +11 +0.9%
NB
1027
Nicolet Bankshares
Wisconsin
$253K – – –
PP
1028
Pegasus Partners
Wisconsin
$253K +$22.2K +111 +10%
SQA
1029
Simon Quick Advisors
New Jersey
$251K +$6K +30 +2%
CIM
1030
Contravisory Investment Management
Massachusetts
$250K +$105K +525 +72%
MCM
1031
MAI Capital Management
Ohio
$250K +$250K +1,250 New
AAM
1032
Aureus Asset Management
Massachusetts
$249K -$148K -743 -37%
EW
1033
Evoke Wealth
California
$249K +$7.39K +37 +3%
VCM
1034
Vigilant Capital Management
Maine
$248K – – –
MOS
1035
MGO One Seven
Ohio
$247K -$240K -1,199 -49%
BCM
1036
Brookstone Capital Management
Illinois
$247K +$3.6K +18 +1%
LWMM
1037
Legacy Wealth Management (Mississippi)
Mississippi
$245K +$6.79K +34 +3%
HSA
1038
HBK Sorce Advisory
Pennsylvania
$245K -$6K -30 -2%
CWP
1039
CFM Wealth Partners
Texas
$245K -$5.39K -27 -2%
CPIG
1040
Chicago Partners Investment Group
Illinois
$245K +$37.2K +186 +17%
GWM
1041
Geneos Wealth Management
Colorado
$244K – – –
BOS
1042
Bingham Osborn & Scarborough
California
$243K – – –
FFG
1043
Fortem Financial Group
California
$242K -$560K -2,800 -70%
Cetera Investment Advisers
1044
Cetera Investment Advisers
Illinois
$242K -$5.39K -27 -2%
QAM
1045
QCI Asset Management
New York
$242K -$3K -15 -1%
PPCM
1046
Pillar Pacific Capital Management
California
$242K – – –
PFS
1047
Prospera Financial Services
Texas
$240K -$1.07M -5,340 -81%
OWM
1048
Orgel Wealth Management
Wisconsin
$240K -$9.99K -50 -4%
PL
1049
Parthenon LLC
Kentucky
$240K – – –
WA
1050
WBH Advisory
Maryland
$240K +$240K +1,200 New