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Name Holding Trade Value Shares
Change
Change in
Stake
TWI
701
Thomas White International
Illinois
$332K
LJHT
702
Laurie J. Hall Trustee
$331K
TIA
703
Tiemann Investment Advisors
California
$331K +$3.87K +17 +1%
EPA
704
Element Pointe Advisors
Florida
$330K -$338K -1,483 -52%
CI
705
Conning Inc
Connecticut
$327K -$29.8K -131 -9%
PG
706
Patten Group
Tennessee
$327K
PWM
707
PRW Wealth Management
Massachusetts
$327K +$315K +1,382 New
MHIC
708
Marble Harbor Investment Counsel
Massachusetts
$320K
CS
709
Comerica Securities
Michigan
$320K +$19.4K +85 +7%
WAM
710
Wolverine Asset Management
Illinois
$318K +$205K +901 +202%
ZCM
711
Ziegler Capital Management
Illinois
$308K
PB
712
Pinnacle Bancorp
Nebraska
$305K -$13.2K -58 -4%
PAM
713
Peak Asset Management
Colorado
$303K
WA
714
Wealth Alliance
New York
$302K -$59.7K -262 -17%
CCA
715
Checchi Capital Advisers
California
$301K -$15.5K -68 -5%
BAM
716
Bruderman Asset Management
New York
$299K
JHCP
717
Jackson Hole Capital Partners
Oklahoma
$299K
SAM
718
Satovsky Asset Management
New York
$296K
WCA
719
Westover Capital Advisors
Delaware
$296K
FHA
720
Flagship Harbor Advisors
Massachusetts
$294K +$1.37K +6 +0.5%
BTWM
721
Baker Tilly Wealth Management
Wisconsin
$288K +$23.2K +102 +9%
PFA
722
Pure Financial Advisors
California
$287K
S
723
SignatureFD
Georgia
$285K +$3.19K +14 +1%
AAS
724
Avantax Advisory Services
Texas
$284K -$64.5K -283 -19%
AAM
725
Aureus Asset Management
Massachusetts
$283K +$272K +1,193 New