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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
776
M&R Capital Management
New Jersey
$243K – – –
BAMCO Inc
777
BAMCO Inc
New York
$242K – – –
BWAM
778
Boyd Watterson Asset Management
Ohio
$241K -$245 -10 -0.1%
FCMC
779
Founders Capital Management (Connecticut)
Connecticut
$241K – – –
ECM
780
Evergreen Capital Management
Washington
$241K +$33.4K +1,364 +15%
CW
781
Connectus Wealth
Ohio
$241K – – –
CA
782
Clearstead Advisors
Ohio
$241K -$16.9K -692 -6%
CFG
783
Citizens Financial Group
Rhode Island
$240K -$7.43K -304 -3%
ACM
784
Ategra Capital Management
Virginia
$238K – – –
NSIM
785
North Star Investment Management
Illinois
$238K +$1.08K +44 +0.4%
CCM
786
Coldstream Capital Management
Washington
$233K +$241K +9,840 New
FFA
787
First Foundation Advisors
California
$232K +$240K +9,800 New
PCG
788
Prosperity Consulting Group
Maryland
$232K -$49 -2 -0%
TFF
789
The Family Firm
Maryland
$232K +$10.5K +428 +5%
SFCL
790
Strengthening Families & Communities LLC
Massachusetts
$229K +$8.46K +346 +4%
PAMG
791
Patton Albertson Miller Group
Tennessee
$228K +$734 +30 +0.3%
EWM
792
Evermay Wealth Management
Virginia
$227K -$10.8K -440 -4%
SFP
793
Sweet Financial Partners
Minnesota
$227K – – –
CIC
794
Carnegie Investment Counsel
Ohio
$225K +$3.86K +158 +2%
GCP
795
GSA Capital Partners
United Kingdom
$224K -$231K -9,450 -50%
FNBOSM
796
First National Bank of South Miami
Florida
$222K – – –
KIA
797
KCM Investment Advisors
California
$222K – – –
SFA
798
Sequoia Financial Advisors
Ohio
$222K +$229K +9,380 New
MWM
799
Meridian Wealth Management
Kentucky
$222K +$98 +4 +0%
PCM
800
Prelude Capital Management
New York
$221K -$6.26K -256 -3%