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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
401
Fulcrum Asset Management
United Kingdom
$1.01M +$828K +48,450 New
DCM
402
Dean Capital Management
Kansas
$1.01M +$96.2K +5,630 +12%
RJT
403
Raymond James Trust
Florida
$1M +$107K +6,260 +14%
FLPIM
404
F.L. Putnam Investment Management
Massachusetts
$966K +$217K +12,720 +34%
KWM
405
Kingsview Wealth Management
Oregon
$964K +$367K +21,470 +76%
WCA
406
Westover Capital Advisors
Delaware
$957K +$402K +23,500 +91%
KWA
407
KCS Wealth Advisory
California
$948K -$4.96K -290 -0.6%
RWA
408
Ropes Wealth Advisors
Massachusetts
$931K +$73.5K +4,300 +10%
Kovitz Investment Group Partners
409
Kovitz Investment Group Partners
Illinois
$929K -$481K -28,110 -37%
CM
410
Castleark Management
Illinois
$926K +$255K +14,900 +46%
AP
411
Advisor Partners
California
$924K +$855 +50 +0.1%
MML Investors Services
412
MML Investors Services
Massachusetts
$918K +$93.9K +5,490 +13%
PAMG
413
Patton Albertson Miller Group
Tennessee
$916K -$37.6K -2,200 -4%
WAM
414
World Asset Management
Michigan
$911K -$435K -25,450 -35%
AIL
415
AGF Investments LLC
Ontario, Canada
$911K -$42.2K -2,470 -5%
SA
416
Shilanski & Associates
Alaska
$904K +$794K +46,470 New
BOS
417
Bank of Stockton
California
$881K +$775K +45,320 New
Luther King Capital Management (LKCM)
418
Luther King Capital Management (LKCM)
Texas
$875K
HMS
419
Hanseatic Management Services
New Mexico
$871K -$301K -17,630 -28%
JSC
420
Jackson Square Capital
California
$871K +$427K +24,960 +126%
BRWA
421
B. Riley Wealth Advisors
Florida
$866K +$17.3K +1,010 +2%
IFS
422
Ifrah Financial Services
Arkansas
$825K -$28.4K -1,660 -4%
LI
423
Lafayette Investments
Maryland
$812K +$714K +41,740 New
TW
424
TrinityPoint Wealth
Connecticut
$809K -$96.1K -5,620 -12%
HIC
425
Holderness Investments Company
North Carolina
$803K