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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1526
Plante Moran Financial Advisors
Michigan
$408K -$58.4K -1,353 -13%
CIM
1527
Confluence Investment Management
Missouri
$407K -$27K -624 -6%
SMH
1528
Sanders Morris Harris
Texas
$407K -$4.32K -100 -1%
FBA
1529
Front Barnett Associates
Illinois
$406K
CAS
1530
Cue Advisory Services
Arizona
$405K +$7.77K +180 +2%
SNB
1531
Security National Bank
Nebraska
$404K -$4.49K -104 -1%
QAM
1532
QCI Asset Management
New York
$402K -$11.9K -275 -3%
KA
1533
Kaizen Advisory
Illinois
$402K +$236K +5,469 +148%
IWP
1534
Icon Wealth Partners
Texas
$401K -$22.5K -522 -5%
RWA
1535
River Wealth Advisors
Pennsylvania
$397K -$58.9K -1,363 -13%
NIM
1536
NuWave Investment Management
New Jersey
$397K +$143K +3,302 +58%
RP
1537
Reinhart Partners
Wisconsin
$396K -$28.5K -660 -7%
MFW
1538
Mosaic Family Wealth
Missouri
$396K -$5.23K -121 -1%
MWM
1539
Modera Wealth Management
New Jersey
$394K
SA
1540
SL Advisors
New Jersey
$393K -$141K -3,266 -27%
TB
1541
Terril Brothers
Missouri
$393K
KWMG
1542
King Wealth Management Group
Florida
$393K +$4.06K +94 +1%
SAM
1543
Shikiar Asset Management
New York
$392K -$3.29M -76,135 -89%
BOS
1544
Bank of Stockton
California
$392K -$10.8K -250 -3%
KFGK
1545
Keystone Financial Group (Kentucky)
Kentucky
$392K +$28.8K +667 +8%
B
1546
Bailard
California
$391K -$33.7K -780 -8%
MWM
1547
Mascoma Wealth Management
New Hampshire
$390K +$4.67K +108 +1%
BAAM
1548
Baker Avenue Asset Management
California
$390K +$12K +277 +3%
FPCM
1549
Financial Partners Capital Management
New York
$388K
SSI
1550
Scott & Selber Inc
Texas
$388K +$475 +11 +0.1%