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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
476
Dynamic Capital Management
Jersey
$338K +$366K +7,040 New
FIM
477
Freedom Investment Management
Connecticut
$338K +$605K +11,624 +143%
CFB
478
Cullen/Frost Bankers
Texas
$333K +$3.96K +76 +1%
BBHC
479
Brown Brothers Harriman & Co
New York
$331K +$4.95K +95 +1%
JSA
480
Jacobson & Schmitt Advisors
Wisconsin
$330K +$357K +6,864 New
NSIM
481
North Star Investment Management
Illinois
$328K
Koshinski Asset Management
482
Koshinski Asset Management
Illinois
$324K +$36.3K +697 +13%
OCG
483
Opus Capital Group
Ohio
$323K
PAM
484
Premier Asset Management
Illinois
$322K
SCM
485
Sterling Capital Management
North Carolina
$316K +$17.2K +331 +5%
PWLP
486
Prio Wealth Limited Partnership
Massachusetts
$310K -$8.33K -160 -2%
UR
487
USCA RIA
Texas
$307K +$105K +2,018 +46%
RWA
488
Ropes Wealth Advisors
Massachusetts
$306K +$148K +2,843 +80%
HRC
489
Hoertkorn Richard Charles
$304K +$43.7K +840 +15%
IP
490
Investment Partners
Ohio
$303K -$14.1K -271 -4%
CC
491
Courier Capital
New York
$303K +$364 +7 +0.1%
CLOS
492
Compagnie Lombard Odier SCmA
Switzerland
$302K +$120K +2,298 +57%
NPC
493
National Planning Corporation
California
$301K -$559K -10,738 -66%
WT
494
Whittier Trust
California
$301K -$156 -3 -0%
AWA
495
AmeriServ Wealth Advisors
Pennsylvania
$301K +$12.6K +242 +4%
FWP
496
FAS Wealth Partners
Kansas
$300K +$125K +2,405 +63%
AB
497
AT Bancorp
Iowa
$299K +$68.3K +1,312 +27%
FBC
498
Fairfield, Bush & Co
Connecticut
$294K -$20.8K -400 -6%
BDF
499
Balasa Dinverno & Foltz
$294K +$3.75K +72 +1%
KWMG
500
King Wealth Management Group
Florida
$291K -$13.7K -264 -4%