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Name Holding Trade Value Shares
Change
Change in
Stake
JBA
1001
Johnson Bixby & Associates
Washington
$259K
ACA
1002
Aptus Capital Advisors
Alabama
$258K +$222K +5,320 New
FMLI
1003
Fukoku Mutual Life Insurance
Japan
$256K
SIA
1004
Sit Investment Associates
Minnesota
$255K -$20.9K -500 -9%
PVI
1005
Pine Valley Investments
New Jersey
$255K +$219K +5,250 New
AC
1006
Allstate Corporation
Illinois
$255K
RCAG
1007
Rehmann Capital Advisory Group
Michigan
$252K -$9.61K -230 -4%
AIM
1008
AHL Investment Management
Florida
$248K -$18.8K -450 -8%
JWBC
1009
John W. Bristol & Co
New York
$248K
BFM
1010
Boothbay Fund Management
New York
$245K -$140K -3,340 -40%
QPWM
1011
Quadrant Private Wealth Management
Pennsylvania
$244K
PPC
1012
Park Place Capital
Alabama
$243K -$10.4K -250 -5%
CPA
1013
Court Place Advisors
Maryland
$243K +$209K +5,000 New
LCM
1014
Lewis Capital Management
California
$243K +$209K +5,000 New
WSCM
1015
Wellington Shields Capital Management
New York
$243K +$209K +5,000 New
VA
1016
Valmark Advisers
Ohio
$242K -$6.27K -150 -3%
LWM
1017
LJI Wealth Management
Indiana
$242K +$27.3M +653,580 New
CWP
1018
Concord Wealth Partners
Virginia
$240K +$103K +2,460 +99%
TA
1019
TruWealth Advisors
Louisiana
$240K +$206K +4,940 New
WF
1020
Welch & Forbes
Massachusetts
$237K +$204K +4,880 New
CBA
1021
Coastal Bridge Advisors
Connecticut
$236K +$203K +4,860 New
ESCM
1022
Echo Street Capital Management
New York
$233K -$660K -15,800 -77%
JAG
1023
Journey Advisory Group
Kentucky
$233K +$201K +4,810 New
BHWM
1024
Bar Harbor Wealth Management
New Hampshire
$233K +$201K +4,800 New
BAM
1025
Bellevue Asset Management
Washington
$233K