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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
626
Physicians Financial Services
North Carolina
$342K – – –
MAWA
627
Moss Adams Wealth Advisors
Washington
$342K -$3.17K -13 -1%
CI
628
Corient IA
Florida
$341K – – –
RAM
629
Ramirez Asset Management
New York
$340K +$97.6K +401 +45%
HI
630
Horizon Investments
North Carolina
$340K +$24.4K +100 +8%
ETC
631
Exchange Traded Concepts
Oklahoma
$339K +$97.9K +402 +45%
ICP
632
Impact Capital Partners
Colorado
$337K +$5.11K +21 +2%
PAM
633
Panagora Asset Management
Massachusetts
$335K -$974 -4 -0.3%
KFC
634
Klingenstein Fields & Co
New York
$335K – – –
CIA
635
Choate Investment Advisors
Massachusetts
$334K -$10.2K -42 -3%
CCG
636
Chatham Capital Group
Georgia
$330K – – –
ESB
637
Essex Savings Bank
Connecticut
$330K – – –
TPI
638
Trust Point Inc
Wisconsin
$329K +$6.58K +27 +2%
WF
639
Womack Financial
Texas
$329K – – –
WT
640
Whittier Trust
California
$329K +$55.8K +229 +22%
BM
641
Belfer Management
New York
$326K -$23.4K -96 -7%
BP
642
Ballentine Partners
Massachusetts
$326K +$23.4K +96 +8%
HAG
643
HighPoint Advisor Group
Illinois
$325K -$39K -160 -11%
IFWM
644
Institute for Wealth Management
Colorado
$325K – – –
AWM
645
AE Wealth Management
Kansas
$325K +$31.4K +129 +12%
HI
646
Harbour Investments
Wisconsin
$324K +$3.41K +14 +1%
EFM
647
E Fund Management
China
$323K -$55.8K -229 -16%
CIA
648
Capital Investment Advisors
Georgia
$323K +$300K +1,230 New
EWM
649
Empirical Wealth Management
Washington
$321K +$487 +2 +0.2%
FAM
650
Formidable Asset Management
Ohio
$321K – – –