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Name Holding Trade Value Shares
Change
Change in
Stake
1SB
1001
1ST Source Bank
Indiana
$302K +$2.8K +20 +0.8%
HA
1002
Harfst & Associates
Wyoming
$302K +$17.8K +127 +6%
PCA
1003
Pallas Capital Advisors
Massachusetts
$301K -$5.88K -42 -2%
BP
1004
Ballentine Partners
Massachusetts
$301K +$1.96K +14 +0.6%
OIA
1005
OneDigital Investment Advisors
Kansas
$301K +$10.9K +78 +3%
WAM
1006
Wakefield Asset Management
Colorado
$296K +$21.8K +156 +7%
FB
1007
First Bancorp
Maine
$295K -$26.7K -191 -8%
GG
1008
Gofen & Glossberg
Illinois
$291K -$9.37K -67 -3%
ESCM
1009
Echo Street Capital Management
New York
$291K +$323K +2,309 New
OCM
1010
Orion Capital Management
California
$291K +$323K +2,310 New
BFG
1011
Barber Financial Group
Kansas
$290K +$1.4K +10 +0.4%
H
1012
HoyleCohen
California
$288K
KWMG
1013
King Wealth Management Group
Florida
$288K
CAMG
1014
CWA Asset Management Group
Florida
$288K +$8.95K +64 +3%
WIA
1015
Westbourne Investment Advisors
Maryland
$286K +$80.4K +575 +34%
FWP
1016
Firethorn Wealth Partners
Georgia
$285K -$1.68K -12 -0.6%
KP
1017
Keel Point
Alabama
$284K +$32.7K +234 +14%
FAIM
1018
Financial Advocates Investment Management
Washington
$284K +$316K +2,259 New
TIA
1019
Traphagen Investment Advisors
New Jersey
$280K +$121K +865 New
BMCM
1020
Burns Matteson Capital Management
New York
$280K +$311K +2,224 New
RMCM
1021
Reynders McVeigh Capital Management
Massachusetts
$279K
V
1022
VeraBank
Texas
$278K +$25.5K +182 +9%
WI
1023
Wintrust Investments
Illinois
$277K -$95.3K -681 -24%
MWM
1024
Modera Wealth Management
New Jersey
$277K +$65.3K +467 +27%
Los Angeles Capital Management
1025
Los Angeles Capital Management
California
$276K -$33.9K -242 -10%