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Name Holding Trade Value Shares
Change
Change in
Stake
BIC
751
Beach Investment Counsel
Pennsylvania
$593K – – –
OL
752
Optas LLC
Texas
$584K -$273K -1,114 -33%
LSAG
753
Lake Street Advisors Group
New Hampshire
$584K +$9.57K +39 +2%
FAIM
754
Financial Advocates Investment Management
Washington
$581K +$191K +780 +55%
RW
755
REDW Wealth
New Mexico
$578K – – –
DBT
756
Dubuque Bank & Trust
Iowa
$577K -$188K -765 -26%
AC
757
Abbrea Capital
California
$572K +$4.91K +20 +0.9%
SGI
758
Summit Global Investments
Utah
$556K +$518K +2,109 New
PCM
759
Parsons Capital Management
Rhode Island
$548K -$55.2K -225 -10%
Cetera Advisors
760
Cetera Advisors
Colorado
$542K +$6.14K +25 +1%
PBO
761
Peoples Bank (Ohio)
Ohio
$540K – – –
Benjamin F. Edwards & Company
762
Benjamin F. Edwards & Company
Missouri
$539K -$87.9K -358 -15%
LWAC
763
Laurel Wealth Advisors (California)
California
$537K -$360K -1,466 -42%
Coldstream Capital Management
764
Coldstream Capital Management
Washington
$536K +$130K +531 +35%
ORI
765
Oak Ridge Investments
Illinois
$534K -$26.3K -107 -5%
HM Payson & Co
766
HM Payson & Co
Maine
$534K -$7.12K -29 -1%
LC
767
LCNB Corp
Ohio
$530K -$61.4K -250 -11%
NAM
768
Nexpoint Asset Management
Texas
$527K – – –
USGIU
769
U.S. Global Investors (USGI)
Texas
$527K – – –
MCCP
770
Mission Creek Capital Partners
California
$523K -$28K -114 -5%
HCM
771
Howland Capital Management
Massachusetts
$520K -$372K -1,515 -43%
PCM
772
Pointe Capital Management
Michigan
$517K -$74.6K -304 -13%
Evercore Wealth Management
773
Evercore Wealth Management
New York
$517K +$18.7K +76 +4%
Wilbanks Smith & Thomas Asset Management
774
Wilbanks Smith & Thomas Asset Management
Virginia
$515K +$42.7K +174 +10%
WB
775
Webster Bank
Connecticut
$513K – – –