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Name Holding Trade Value Shares
Change
Change in
Stake
SI
401
Stephens Inc
Arkansas
$285K -$6.6K -95 -2%
NC
402
NovaPoint Capital
Georgia
$285K – – –
WSTAM
403
Wilbanks Smith & Thomas Asset Management
Virginia
$278K – – –
BRWA
404
B. Riley Wealth Advisors
Florida
$277K +$50.7K +730 +24%
OAM
405
Oppenheimer Asset Management
New York
$276K -$36.4K -524 -12%
DP
406
Dundas Partners
United Kingdom
$276K -$39.6K -571 -13%
OAM
407
Ostrum Asset Management
France
$274K +$260K +3,751 New
OL
408
Optas LLC
Texas
$273K +$69 +1 +0%
IWC
409
Integrated Wealth Concepts
Massachusetts
$272K +$259K +3,730 New
MA
410
Modus Advisors
Minnesota
$271K – – –
ST
411
Somerset Trust
Pennsylvania
$266K – – –
SBIA
412
Sheaff Brock Investment Advisors
Indiana
$265K – – –
RAG
413
RIA Advisory Group
Iowa
$259K – – –
EWM
414
Evercore Wealth Management
New York
$256K -$833 -12 -0.3%
BNP Paribas Asset Management
415
BNP Paribas Asset Management
France
$251K +$239K +3,444 New
SIC
416
Schwartz Investment Counsel
Michigan
$250K – – –
EHWM
417
Eads & Heald Wealth Management
Georgia
$245K -$1.04K -15 -0.4%
SFS
418
Stiles Financial Services
Minnesota
$243K +$231K +3,331 New
VWM
419
Valley Wealth Managers
New Jersey
$240K -$4.17K -60 -2%
SHFA
420
SS&H Financial Advisors
Michigan
$234K -$18.4K -265 -8%
GWM
421
Gitterman Wealth Management
New Jersey
$233K +$222K +3,193 New
S
422
SignatureFD
Georgia
$233K -$11K -159 -5%
WA
423
Wambolt & Associates
Colorado
$231K -$903 -13 -0.4%
KJHP
424
K.J. Harrison & Partners
Ontario, Canada
$231K -$271K -3,900 -55%
NP
425
Nilsine Partners
Colorado
$228K +$217K +3,126 New