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Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
1201
First United Bank & Trust
Maryland
$202K +$181K +3,480 New
3IP
1202
3Chopt Investment Partners
Virginia
$201K +$180K +3,450 New
SS
1203
Sunbelt Securities
Texas
$198K +$1.04K +20 +0.6%
RIM
1204
Rakuten Investment Management
Japan
$198K +$175K +3,370 New
CAL
1205
Capital Analysts LLC
Pennsylvania
$185K +$5.21K +100 +3%
HI
1206
Harbour Investments
Wisconsin
$185K +$22.9K +440 +16%
BWAM
1207
Boyd Watterson Asset Management
Ohio
$180K
KFS
1208
Kelly Financial Services
Massachusetts
$176K
MA
1209
Montag & Associates
Georgia
$174K
DI
1210
DAGCO Inc
Ohio
$173K +$155K +2,970 New
DWS
1211
Dynamic Wealth Strategies
California
$173K +$155K +2,970 New
MA
1212
MCF Advisors
Kentucky
$165K
PPC
1213
Park Place Capital
Alabama
$162K -$117K -2,240 -45%
VCM
1214
Versant Capital Management
Arizona
$152K +$1.04K +20 +0.8%
PGAM
1215
Princeton Global Asset Management
New Jersey
$151K
SNB
1216
Security National Bank
Nebraska
$145K +$130K +2,500 New
DAC
1217
Dividend Assets Capital
South Carolina
$145K
GWMI
1218
Guardian Wealth Management (Illinois)
Illinois
$131K +$520 +10 +0.4%
NIMI
1219
Natixis Investment Managers International
France
$128K -$16.1K -310 -12%
Loomis, Sayles & Company
1220
Loomis, Sayles & Company
Massachusetts
$123K -$154K -2,950 -58%
WPA
1221
West Paces Advisors
Georgia
$122K +$8.85K +170 +9%
AWM
1222
AllSquare Wealth Management
New York
$116K
RL
1223
Rogco LP
Oklahoma
$116K
TFIPS
1224
Towarzystwo Funduszy Inwestycyjnych PZU SA
$116K +$104K +2,000 New
PMFA
1225
Plante Moran Financial Advisors
Michigan
$116K +$1.56K +30 +2%