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Name Holding Trade Value Shares
Change
Change in
Stake
KL
1576
Kinsight LLC
Alabama
$253K
AAS
1577
Annex Advisory Services
Wisconsin
$252K -$44.9K -314 -15%
SWM
1578
Segment Wealth Management
Texas
$252K +$44.8K +313 +22%
Edgewood Management
1579
Edgewood Management
Connecticut
$251K
RFA
1580
Reilly Financial Advisors
California
$250K +$247K +1,725 New
ACM
1581
Armbruster Capital Management
New York
$249K
EDRIA
1582
Edmonds Duncan Registered Investment Advisors
Kansas
$249K
RTS
1583
Round Table Services
New Jersey
$246K +$1K +7 +0.4%
AIS
1584
Accurate Investment Solutions
Pennsylvania
$245K -$15.7K -110 -6%
DSI
1585
Daiwa SB Investments
Japan
$245K +$19.5K +136 +9%
HCM
1586
Hengehold Capital Management
Ohio
$245K +$23.8K +166 +11%
DA
1587
Dillon & Associates
Michigan
$243K
JRP
1588
Jasper Ridge Partners
California
$243K
NPPM
1589
North Point Portfolio Managers
Ohio
$243K
PFG
1590
Piershale Financial Group
Illinois
$243K
SAM
1591
Selway Asset Management
$243K
CFA
1592
CT Financial Advisors
Pennsylvania
$243K -$59.8K -418 -20%
EWM
1593
Empirical Wealth Management
Washington
$241K -$89.6K -626 -27%
HCM
1594
Highlander Capital Management
New Jersey
$241K
VCM
1595
Versant Capital Management
Arizona
$240K -$6.87K -48 -3%
LWA
1596
Lenox Wealth Advisors
New York
$238K
WDL
1597
Well Done LLC
Michigan
$237K
NYLT
1598
New York Life Trust
New York
$237K +$66.7K +466 +40%
HH
1599
HWG Holdings
Texas
$237K +$234K +1,634 New
AWM
1600
Affinity Wealth Management
Delaware
$236K