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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1776
Segment Wealth Management
Texas
$256K -$2.01M -55,548 -89%
CGL
1777
Clarius Group LLC
Washington
$256K – – –
HA
1778
Harfst & Associates
Wyoming
$256K +$8.5K +235 +3%
SAM
1779
Strategy Asset Managers
California
$255K – – –
DW
1780
Domani Wealth
Pennsylvania
$253K – – –
MCM
1781
McKinley Capital Management
Alaska
$253K +$4.34K +120 +2%
GVT
1782
Genesee Valley Trust
New York
$252K – – –
CS
1783
Credential Securities
$251K -$2.9K -80 -1%
RWM
1784
RKL Wealth Management
Pennsylvania
$250K +$4.67K +129 +2%
HA
1785
Hays Advisory
Tennessee
$250K +$24.7K +682 +11%
KWM
1786
Kingsview Wealth Management
Oregon
$250K +$251K +6,942 New
SSW
1787
Smith Shellnut Wilson
Mississippi
$249K -$44.9K -1,242 -15%
PL
1788
Parthenon LLC
Kentucky
$249K -$24.4K -674 -9%
VCAM
1789
Van Cleef Asset Management
Ohio
$249K – – –
HCM
1790
Hilton Capital Management
New York
$249K +$250K +6,900 New
JAM
1791
Jolley Asset Management
North Carolina
$248K – – –
Jones Financial Companies
1792
Jones Financial Companies
Missouri
$247K -$46.3K -1,280 -16%
VCM
1793
Versant Capital Management
Arizona
$247K -$12.6K -349 -5%
BBP
1794
Banco BTG Pactual
Brazil
$245K -$264K -7,300 -52%
BHC
1795
Bowen Hanes & Co
Florida
$245K +$246K +6,790 New
FCAG
1796
First Capital Advisors Group
New Jersey
$243K +$244K +6,740 New
CFD
1797
Creative Financial Designs
Indiana
$239K -$3.51K -97 -1%
AA
1798
Alesco Advisors
New York
$238K – – –
PCM
1799
Perkins Capital Management
Minnesota
$238K +$239K +6,600 New
I2I
1800
Insight 2811 Inc
Illinois
$236K -$47K -1,300 -17%