Name Holding Trade Value Shares
Change
Change in
Stake
GC
1651
Gilbert & Cook
Iowa
$300K +$5.4K +40 +2%
CNB
1652
Camden National Bank
Maine
$299K +$27.8K +206 +11%
HCM
1653
Harvey Capital Management
Florida
$298K -$17K -126 -6%
SSW
1654
Smith Shellnut Wilson
Mississippi
$298K – – –
GI
1655
Gradient Investments
Minnesota
$297K -$12.5K -93 -4%
SCM
1656
Stellar Capital Management
Arizona
$296K +$674 +5 +0.2%
IA
1657
Independence Advisors
Pennsylvania
$295K +$944 +7 +0.3%
PWPS
1658
Pinnacle Wealth Planning Services
Ohio
$295K +$76.5K +567 +36%
FIA
1659
FNY Investment Advisers
New York
$295K +$282K +2,092 +6,339%
CA
1660
Capital Advantage
California
$295K +$286K +2,119 New
NEPWA
1661
New England Private Wealth Advisors
Massachusetts
$294K +$540 +4 +0.2%
MWM
1662
Merriman Wealth Management
Washington
$294K +$9.98K +74 +4%
PFBT
1663
Parkside Financial Bank & Trust
Missouri
$293K +$405 +3 +0.1%
LP
1664
LGL Partners
Pennsylvania
$292K +$36.7K +272 +15%
FIG
1665
FundX Investment Group
California
$291K – – –
NJBEST
1666
New Jersey Better Educational Savings Trust
New Jersey
$291K – – –
PCA
1667
Private Capital Advisors
Connecticut
$291K – – –
Westfield Capital Management
1668
Westfield Capital Management
Massachusetts
$291K – – –
CBU
1669
CIBC Bank USA
Illinois
$290K – – –
JWBC
1670
J.W. Burns & Co
New York
$290K – – –
TAM
1671
Taurus Asset Management
New York
$287K -$45.2K -335 -14%
BWAM
1672
Boyd Watterson Asset Management
Ohio
$287K -$14K -104 -5%
VAS
1673
Vestmark Advisory Solutions
Massachusetts
$286K -$30.2K -224 -10%
TAM
1674
Todd Asset Management
Kentucky
$286K -$29.8K -221 -10%
ECAM
1675
East Coast Asset Management
Massachusetts
$286K – – –