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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
901
Ipswich Investment Management
Massachusetts
$116K – – –
SAM
902
Summit Asset Management
Tennessee
$116K – – –
KLI
903
Kelman-Lazarov Inc
Tennessee
$116K +$115K +10,340 New
MBTD
904
Mechanics Bank - Trust Department
California
$115K – – –
PWAG
905
Polaris Wealth Advisory Group
California
$114K -$5.58K -500 -5%
AGM
906
Alpine Global Management
New York
$112K -$129K -11,546 -54%
CCT
907
Chemung Canal Trust
New York
$112K -$32.6K -2,920 -23%
VWA
908
V Wealth Advisors
Kansas
$112K -$19K -1,706 -15%
CBT
909
Central Bank & Trust
Kentucky
$112K -$3.58K -321 -3%
AGU
910
Alpine Group USVI
U.S. Virgin Islands
$112K +$112K +10,000 New
RC
911
RBF Capital
California
$112K +$112K +10,000 New
CFG
912
CKW Financial Group
Hawaii
$111K – – –
CB
913
Community Bank
New York
$110K -$16.2K -1,450 -13%
RFA
914
Reilly Financial Advisors
California
$110K +$1.68K +150 +2%
First Manhattan
915
First Manhattan
New York
$109K -$23.4K -2,100 -18%
RFWA
916
RPg Family Wealth Advisory
Massachusetts
$109K +$45.7K +4,095 +73%
BL
917
Balentine LLC
Georgia
$106K +$4.08K +365 +4%
ECM
918
Exchange Capital Management
Michigan
$102K -$1.02M -91,611 -91%
KF
919
Krilogy Financial
Missouri
$102K -$83.8K -7,506 -45%
BRC
920
Bell Rock Capital
Delaware
$100K -$2.38K -213 -2%
GLI
921
Guardian Life Insurance
New York
$99K -$69.6K -6,231 -41%
CPP
922
Crow Point Partners
Massachusetts
$97K -$246K -22,022 -72%
CPA
923
Clear Perspective Advisors
Illinois
$96K -$9.6K -860 -9%
AAP
924
Arax Advisory Partners
Colorado
$91K -$78.3K -7,011 -46%
AssetMark Inc
925
AssetMark Inc
California
$89K -$152K -13,592 -63%