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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
951
TD Private Client Wealth
New York
$342K -$23.7K -101 -7%
MJRIC
952
Mogy Joel R Investment Counsel
California
$339K
CG
953
Colony Group
Massachusetts
$339K +$5.64K +24 +2%
KCM
954
Kornitzer Capital Management
Kansas
$335K
BFA
955
Beaumont Financial Advisors
Massachusetts
$334K +$940 +4 +0.3%
AOWM
956
Alpha Omega Wealth Management
Virginia
$333K
BWP
957
BSW Wealth Partners
Colorado
$333K +$83.2K +354 +37%
FMC
958
First Merchants Corp
Indiana
$331K -$470K -2,000 -61%
ET
959
Equitable Trust
Tennessee
$331K
MAM
960
Madison Asset Management
Wisconsin
$330K -$1.41K -6 -0.5%
GCM
961
Gallacher Capital Management
Colorado
$329K -$9.63K -41 -3%
LWM
962
Liberty Wealth Management
California
$328K +$303K +1,290 New
GLR
963
Great Lakes Retirement
Ohio
$328K +$303K +1,289 New
PCIA
964
Prime Capital Investment Advisors
Kansas
$326K -$6.58K -28 -2%
HBT
965
Hills Bank & Trust
Iowa
$325K -$2.82K -12 -0.9%
Parnassus Investments
966
Parnassus Investments
California
$325K +$84.8K +361 +39%
NAM
967
NTV Asset Management
West Virginia
$325K +$940 +4 +0.3%
RA
968
RFG Advisory
Alabama
$324K +$65.5K +279 +28%
APP
969
Avantax Planning Partners
Iowa
$324K +$47K +200 +19%
MIM
970
MTM Investment Management
South Carolina
$322K +$12.9K +55 +5%
PWM
971
Peterson Wealth Management
Nevada
$319K -$62.3K -265 -17%
SAMT
972
Select Asset Management & Trust
Pennsylvania
$318K
SFS
973
Strategic Financial Services
New York
$316K
BHIA
974
Birch Hill Investment Advisors
Massachusetts
$315K -$47K -200 -14%
CRC
975
Curi RMB Capital
Illinois
$311K