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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
701
Trust Asset Management
Texas
$304K – – –
Public Sector Pension Investment Board (PSP Investments)
702
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$304K -$203K -6,900 -41%
RCM
703
RB Capital Management
Nevada
$303K -$29.4K -1,000 -9%
ANTB
704
AMG National Trust Bank
Colorado
$303K +$36.8K +1,249 +14%
AWM
705
Axxcess Wealth Management
California
$302K +$1.56K +53 +0.5%
NLP
706
Next Level Private
New York
$302K – – –
DADC
707
D.A. Davidson & Co
Montana
$301K -$66.3K -2,254 -18%
IA
708
IFP Advisors
Florida
$301K -$30K -1,019 -9%
AAS
709
Ameritas Advisory Services
Nebraska
$299K +$299K +10,154 New
EFS
710
Essex Financial Services
Connecticut
$298K +$6.56K +223 +2%
SP
711
Symmetry Partners
Connecticut
$297K – – –
OC
712
Oakworth Capital
Alabama
$296K – – –
WSC
713
Wellington Shields & Co
New York
$296K – – –
APG
714
Abacus Planning Group
South Carolina
$296K -$6.42K -218 -2%
SWP
715
Stratos Wealth Partners
Ohio
$293K -$68.5K -2,329 -19%
AI
716
Atom Investors
Texas
$292K +$15.3K +521 +6%
IPWA
717
International Private Wealth Advisors
California
$291K +$284K +9,642 New
CAAS
718
Capital Asset Advisory Services
Michigan
$291K +$1.56K +53 +0.5%
ADMI
719
Albert D. Mason Inc
Massachusetts
$287K -$2.8K -95 -1%
PFM
720
Phillips Financial Management
Indiana
$287K +$736 +25 +0.3%
VCP
721
Verus Capital Partners
Arizona
$286K +$14.7K +500 +6%
ECM
722
Estabrook Capital Management
New York
$284K – – –
CSA
723
Cottage Street Advisors
Massachusetts
$283K +$29 +1 +0%
IAIM
724
International Assets Investment Management
Florida
$282K +$273K +9,291 New
Luther King Capital Management (LKCM)
725
Luther King Capital Management (LKCM)
Texas
$282K -$5.59K -190 -2%