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Name Holding Trade Value Shares
Change
Change in
Stake
PSP
1301
Pacific Sage Partners
Washington
$266K – – –
LWM
1302
LJI Wealth Management
Indiana
$265K – – –
RAM
1303
Redmond Asset Management
Virginia
$265K – – –
NP
1304
NorthRock Partners
Minnesota
$265K -$20.6K -90 -8%
CSIC
1305
Clifford Swan Investment Counsel
California
$264K +$243K +1,064 New
CT
1306
Coastline Trust
Rhode Island
$264K -$22.4K -98 -8%
DCM
1307
Donaldson Capital Management
Indiana
$263K +$8.7K +38 +4%
PMAM
1308
Picton Mahoney Asset Management
Ontario, Canada
$262K +$70.9K +310 +41%
TC
1309
Truvestments Capital
Florida
$262K +$4.12K +18 +2%
BI
1310
Ballast Inc
Kentucky
$261K – – –
WBC
1311
Westpac Banking Corp
Australia
$259K -$9.49M -41,474 -98%
QPWM
1312
Quadrant Private Wealth Management
Pennsylvania
$258K +$13.5K +59 +6%
RIM
1313
Reliant Investment Management
Tennessee
$258K – – –
APWM
1314
Atlas Private Wealth Management
New York
$258K +$238K +1,039 New
IP
1315
Ignite Planners
California
$256K – – –
HPCM
1316
Hunter Perkins Capital Management
Illinois
$255K – – –
FCB
1317
First County Bank
Connecticut
$255K -$27.7K -121 -11%
ATC
1318
Adirondack Trust Company
New York
$253K +$14.4K +63 +7%
AFP
1319
Ausdal Financial Partners
Iowa
$253K +$23.1K +101 +11%
DCM
1320
Driehaus Capital Management
Illinois
$252K +$233K +1,016 New
IAP
1321
Indie Asset Partners
Indiana
$251K -$22.7K -99 -9%
BWM
1322
BCS Wealth Management
Tennessee
$251K +$232K +1,013 New
B
1323
Bailard
California
$250K +$231K +1,009 New
CNBT
1324
Canandaigua National Bank & Trust
New York
$250K – – –
QI
1325
Qtron Investments
Massachusetts
$250K +$230K +1,007 New