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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
726
Stockman Wealth Management
Montana
$328K +$92.5K +7,444 +36%
BDF
727
Balasa Dinverno & Foltz
$327K -$620K -49,895 -64%
FHA
728
First Horizon Advisors
Tennessee
$325K +$30.8K +2,478 +10%
BTNA
729
Bremer Trust National Association
Minnesota
$323K -$80.6K -6,484 -19%
CBU
730
CIBC Bank USA
Illinois
$322K -$18.3K -1,476 -5%
AF
731
Allworth Financial
California
$322K +$2.04K +164 +0.6%
DVM
732
Dreman Value Management
Florida
$321K -$20.8K -1,678 -6%
SA
733
Sicart Associates
New York
$320K -$186K -15,000 -35%
NPF
734
Norris Perne & French
Michigan
$320K
MWM
735
Meridian Wealth Management
Kentucky
$320K +$165K +13,258 +93%
Squarepoint
736
Squarepoint
New York
$311K -$9.55M -768,659 -97%
BCAM
737
Boston Common Asset Management
Massachusetts
$308K -$2.05K -165 -0.6%
FFA
738
Fragasso Financial Advisors
Pennsylvania
$307K
DBIA
739
Dumont & Blake Investment Advisors
New Jersey
$305K -$6.16K -496 -2%
MVA
740
Mount Vernon Associates
Maryland
$303K
WCA
741
Westover Capital Advisors
Delaware
$300K +$320K +25,787 New
PP
742
Patten & Patten
Tennessee
$299K +$28.6K +2,300 +10%
KA
743
Kovack Advisors
Florida
$295K -$62.1K -4,999 -16%
SAM
744
Silvercrest Asset Management
New York
$295K -$13.3K -1,067 -4%
GRP
745
Global Retirement Partners
California
$295K +$39.5K +3,180 +14%
DWM
746
Doyle Wealth Management
Florida
$295K +$315K +25,362 New
SG
747
StoneX Group
New York
$293K +$3.32K +267 +1%
CAM
748
Cacti Asset Management
Georgia
$292K
ISB
749
Iowa State Bank
Iowa
$291K -$40.4K -3,252 -12%
MC
750
Matisse Capital
Oregon
$291K +$24.8K +2,000 +9%