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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
651
Sowell Financial Services
Arkansas
$347K +$224K +9,750 +173%
RC
652
RegentAtlantic Capital
New Jersey
$346K -$1.66K -72 -0.5%
BWP
653
Baldwin Wealth Partners
Massachusetts
$336K +$343K +14,916 New
WJWM
654
Williams Jones Wealth Management
New York
$335K -$4.6K -200 -1%
SAM
655
SignalPoint Asset Management
Missouri
$332K -$6.85K -298 -2%
AFS
656
Access Financial Services
Minnesota
$331K -$42.6K -1,854 -11%
PK
657
Pflug Koory
Nebraska
$331K -$32.6K -1,420 -9%
SBH
658
Segall Bryant & Hamill
Illinois
$330K -$15.4K -668 -4%
EI
659
Ethic Inc
New York
$330K +$113K +4,912 +51%
DAM
660
Delta Asset Management
Tennessee
$329K – – –
OL
661
Optas LLC
Texas
$325K +$330K +14,370 New
FHA
662
Flagship Harbor Advisors
Massachusetts
$321K +$142K +6,196 +77%
Cerity Partners
663
Cerity Partners
New York
$320K +$46K +2,000 +16%
MHC
664
Meyer Handelman Company
New York
$316K – – –
PP
665
PrairieView Partners
Minnesota
$316K – – –
BFO
666
Boston Family Office
Massachusetts
$313K – – –
PIM
667
Penobscot Investment Management
Massachusetts
$311K – – –
PAMP
668
Polar Asset Management Partners
Ontario, Canada
$311K +$317K +13,780 New
MFS
669
Mirabella Financial Services
United Kingdom
$309K +$315K +13,710 New
BUB
670
BBVA USA Bancshares
Texas
$308K -$2.39K -104 -0.8%
DADC
671
D.A. Davidson & Co
Montana
$308K – – –
SFSG
672
Stearns Financial Services Group
North Carolina
$307K -$22.1K -960 -7%
E
673
Ergoteles
New York
$307K +$313K +13,600 New
BFA
674
Beaumont Financial Advisors
Massachusetts
$307K +$313K +13,604 New
CCM
675
Check Capital Management
California
$305K – – –