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Name Holding Trade Value Shares
Change
Change in
Stake
SC
701
Savant Capital
Illinois
$343K +$76.6K +336 +30%
ISL
702
Ingalls & Snyder LLC
New York
$336K -$14.6K -64 -4%
B
703
Bailard
California
$335K -$11.8K -52 -4%
PFO
704
Pathstone Family Office
New Jersey
$335K +$322K +1,413 New
SWM
705
Spire Wealth Management
Virginia
$332K -$591K -2,594 -65%
TWI
706
Thomas White International
Illinois
$332K – – –
LJHT
707
Laurie J. Hall Trustee
$331K – – –
TIA
708
Tiemann Investment Advisors
California
$331K +$3.87K +17 +1%
EPA
709
Element Pointe Advisors
Florida
$330K -$338K -1,483 -52%
CI
710
Conning Inc
Connecticut
$327K -$29.8K -131 -9%
PG
711
Patten Group
Tennessee
$327K – – –
PWM
712
PRW Wealth Management
Massachusetts
$327K +$315K +1,382 New
MHIC
713
Marble Harbor Investment Counsel
Massachusetts
$320K – – –
CS
714
Comerica Securities
Michigan
$320K +$19.4K +85 +7%
WAM
715
Wolverine Asset Management
Illinois
$318K +$205K +901 +202%
ZCM
716
Ziegler Capital Management
Illinois
$308K – – –
PB
717
Pinnacle Bancorp
Nebraska
$305K -$13.2K -58 -4%
PAM
718
Peak Asset Management
Colorado
$303K – – –
WA
719
Wealth Alliance
New York
$302K -$59.7K -262 -17%
CCA
720
Checchi Capital Advisers
California
$301K -$15.5K -68 -5%
BAM
721
Bruderman Asset Management
New York
$299K – – –
JHCP
722
Jackson Hole Capital Partners
Oklahoma
$299K – – –
SAM
723
Satovsky Asset Management
New York
$296K – – –
WCA
724
Westover Capital Advisors
Delaware
$296K – – –
FHA
725
Flagship Harbor Advisors
Massachusetts
$294K +$1.37K +6 +0.5%