Name Holding Trade Value Shares
Change
Change in
Stake
TSS
901
Thomas Story & Son
Indiana
$1.44M – – –
GM
902
GeoWealth Management
Illinois
$1.44M +$131K +298 +10%
TPI
903
Trust Point Inc
Wisconsin
$1.44M -$73.5K -167 -5%
GI
904
GLOBALT Investments
Georgia
$1.44M -$17.2K -39 -1%
CCA
905
Checchi Capital Advisers
California
$1.43M -$24.2K -55 -2%
CCA
906
Cobblestone Capital Advisors
New York
$1.43M -$2.64K -6 -0.2%
BA
907
Bridgewater Associates
Connecticut
$1.43M -$598K -1,359 -29%
PAM
908
Palisade Asset Management
Minnesota
$1.43M – – –
CT
909
Colonial Trust
South Carolina
$1.43M +$1.31M +2,988 +1,123%
JWCA
910
J.W. Coons Advisors
Ohio
$1.43M +$2.2K +5 +0.2%
ANTB
911
AMG National Trust Bank
Colorado
$1.42M +$142K +323 +11%
HPC
912
HM Payson & Co
Maine
$1.42M – – –
FS
913
Ferguson Shapiro
Georgia
$1.42M +$6.16K +14 +0.4%
EWA
914
EverSource Wealth Advisors
Alabama
$1.42M +$320K +727 +30%
RPC
915
Rossmore Private Capital
Connecticut
$1.41M +$7.48K +17 +0.5%
LSPW
916
Lake Street Private Wealth
Illinois
$1.41M +$56.8K +129 +4%
RVPG
917
Relative Value Partners Group
$1.41M +$1.41M +3,202 New
CAS
918
CTC Alternative Strategies
Illinois
$1.4M +$1.41M +3,200 New
PCG
919
Prosperity Consulting Group
Maryland
$1.4M +$23.3K +53 +2%
HTIM
920
Harbour Trust & Investment Management
Indiana
$1.4M +$11.9K +27 +0.9%
SAM
921
Smartleaf Asset Management
Massachusetts
$1.39M +$292K +663 +27%
UAML
922
US Asset Management LLC
Pennsylvania
$1.39M -$53.7K -122 -4%
GAM
923
Griffin Asset Management
New York
$1.39M +$25.5K +58 +2%
CI
924
Conning Inc
Connecticut
$1.38M +$42.2K +96 +3%
AF
925
Allworth Financial
California
$1.38M +$121K +275 +10%