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Name Holding Trade Value Shares
Change
Change in
Stake
NFC
1451
Northeast Financial Consultants
Connecticut
$399K – – –
SRCM
1452
Swift Run Capital Management
Virginia
$397K – – –
TC
1453
Trust Company
Kansas
$396K -$4.4K -29 -1%
Kayne Anderson Rudnick Investment Management
1454
Kayne Anderson Rudnick Investment Management
California
$396K +$15K +99 +4%
PO
1455
Private Ocean
California
$396K +$97.9K +645 +33%
GBBWRPM
1456
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$395K -$31.7K -209 -7%
CM
1457
Capital Management
Virginia
$395K +$152 +1 +0%
LA
1458
Lucus Advisors
New York
$394K +$26.9K +177 +7%
VCM
1459
Vigilant Capital Management
Maine
$393K -$1.52K -10 -0.4%
KS
1460
Karpas Strategies
Connecticut
$392K – – –
11A
1461
10-15 Associates
New York
$391K +$24.6K +162 +7%
SMH
1462
Sanders Morris Harris
Texas
$388K -$44.2K -291 -11%
FI
1463
FormulaFolio Investments
Michigan
$387K +$22.5K +148 +6%
CAM
1464
Cypress Asset Management
Texas
$386K – – –
FGP
1465
Foyston, Gordon, & Payne
Ontario, Canada
$386K – – –
JWM
1466
Jacobus Wealth Management
Wisconsin
$386K +$66.8K +440 +21%
RIA
1467
Regal Investment Advisors
Michigan
$383K +$54.6K +360 +17%
AIM
1468
Advantage Investment Management
Iowa
$381K +$104K +687 +38%
RP
1469
Rowlandmiller & Partners
Georgia
$381K -$25.5K -168 -6%
NIMI
1470
Natixis Investment Managers International
France
$380K – – –
YP
1471
Yellowstone Partners
Idaho
$380K +$380K +2,503 New
RWA
1472
River Wealth Advisors
Pennsylvania
$372K -$35.7K -235 -9%
Carson Wealth (CWM LLC)
1473
Carson Wealth (CWM LLC)
Nebraska
$372K +$15.2K +100 +4%
QC
1474
QCM Cayman
Texas
$371K +$371K +2,443 New
PG
1475
Patten Group
Tennessee
$370K +$64.3K +424 +20%