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Name Holding Trade Value Shares
Change
Change in
Stake
RPA
1651
Rock Point Advisors
Vermont
$307K
CW
1652
Cobiz Wealth
Colorado
$305K -$5.03K -110 -2%
IFAM
1653
Institutional & Family Asset Management
Colorado
$305K +$1.6K +35 +0.5%
HWA
1654
HCR Wealth Advisors
California
$304K -$5.21K -114 -2%
CPC
1655
Congress Park Capital
New York
$303K -$18.3K -400 -6%
MIC
1656
Meridian Investment Counsel
California
$302K
NFG
1657
Nadler Financial Group
Illinois
$301K -$4.2K -92 -1%
KL
1658
KWMG LLC
Kansas
$300K +$91 +2 +0%
SICM
1659
Sustainable Insight Capital Management
New York
$297K +$1.65K +36 +0.6%
FLPIM
1660
F.L. Putnam Investment Management
Massachusetts
$297K +$70.8K +1,549 +32%
SCM
1661
Silvant Capital Management
Georgia
$296K
BWA
1662
Burt Wealth Advisors
Maryland
$295K -$43.7K -956 -13%
KFA
1663
Kays Financial Advisory
Georgia
$295K -$1.32K -29 -0.5%
CWM
1664
Cabot Wealth Management
Massachusetts
$293K
SWM
1665
Selective Wealth Management
Virginia
$293K +$290K +6,345 New
RGIA
1666
Rainier Group Investment Advisory
Washington
$291K
CCM
1667
Carlson Capital Management
Minnesota
$291K +$320 +7 +0.1%
ACH
1668
ArrowMark Colorado Holdings
Colorado
$290K
AAM
1669
American Asset Management
Florida
$287K
CWA
1670
Cypress Wealth Advisors
California
$286K
WF
1671
WoodTrust Financial
Wisconsin
$286K
HFP
1672
Holistic Financial Partners
Indiana
$285K +$282K +6,167 New
JFA
1673
JNBA Financial Advisors
Minnesota
$284K -$549K -12,007 -66%
AOWM
1674
Alpha Omega Wealth Management
Virginia
$284K
MIP
1675
Marietta Investment Partners
Wisconsin
$283K