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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
701
Bartlett & Co Wealth Management
Ohio
$320K -$348 -11 -0.1%
WF
702
Welch & Forbes
Massachusetts
$318K -$108K -3,400 -23%
MLA
703
My Legacy Advisors
Oregon
$317K -$5.73K -181 -2%
AAM
704
Auxier Asset Management
Oregon
$312K -$633 -20 -0.2%
Capital Fund Management (CFM)
705
Capital Fund Management (CFM)
France
$310K +$355K +11,209 New
MM
706
MQS Management
New York
$310K +$354K +11,186 New
MIC
707
Meridian Investment Counsel
California
$310K – – –
CP
708
Capital Planning
Washington
$309K -$1.74K -55 -0.5%
MMPW
709
Mitchell McLeod Pugh & Williams
Alabama
$309K – – –
CFB
710
Cullen/Frost Bankers
Texas
$308K -$109K -3,442 -24%
IIM
711
Ironwood Investment Management
Massachusetts
$308K – – –
MC
712
Machina Capital
France
$307K +$351K +11,101 New
MPM
713
MBB Public Markets
Illinois
$306K +$350K +11,049 New
SL
714
Sentry LLC
Tennessee
$305K – – –
GL
715
Graypoint LLC
New York
$305K -$133K -4,196 -28%
RCAG
716
Rehmann Capital Advisory Group
Michigan
$304K -$12.9K -409 -4%
AIP
717
Ameritas Investment Partners
Nebraska
$303K -$31.7K -1,002 -8%
WA
718
Wealth Alliance
New York
$303K +$346K +10,927 New
TAM
719
Trust Asset Management
Texas
$302K +$27.4K +867 +9%
PA
720
Pinnacle Associates
New York
$302K -$25K -791 -7%
CIA
721
Concurrent Investment Advisors
Florida
$302K +$65.8K +2,080 +24%
SFI
722
Siemens Fonds Invest
Germany
$300K +$1.2K +38 +0.4%
HSA
723
HBK Sorce Advisory
Pennsylvania
$299K -$20.8K -658 -6%
TSS
724
Two Sigma Securities
New York
$298K +$15.1K +477 +5%
PA
725
PFG Advisors
Arizona
$297K +$3.26K +103 +1%