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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1026
Mayflower Financial Advisors
Massachusetts
$389K +$27.2K +88 +8%
SAM
1027
Sompo Asset Management
Japan
$389K +$58.7K +190 +18%
AIIMS
1028
Analyst IMS Investment Management Services
Israel
$388K -$113K -364 -23%
KP
1029
Keel Point
Alabama
$386K -$5.87K -19 -2%
DBT
1030
Dubuque Bank & Trust
Iowa
$385K – – –
SB
1031
Strategic Blueprint
Georgia
$385K +$71.7K +232 +24%
APW
1032
Aurora Private Wealth
New Jersey
$384K – – –
ALPS Advisors
1033
ALPS Advisors
Colorado
$380K -$18.6K -60 -5%
RCA
1034
Resonant Capital Advisors
Wisconsin
$378K +$89.4K +289 +33%
XWM
1035
Xcel Wealth Management
Florida
$377K -$74.2K -240 -17%
Boston Financial Management
1036
Boston Financial Management
Massachusetts
$376K -$5.57K -18 -2%
BBA
1037
BLB&B Advisors
Pennsylvania
$374K -$10.2K -33 -3%
DSC
1038
Duncker Streett & Co
Missouri
$372K -$32.8K -106 -8%
MBTD
1039
Mechanics Bank - Trust Department
California
$369K – – –
PCS
1040
Personal CFO Solutions
New Jersey
$369K +$4.95K +16 +1%
ADL
1041
Asset Dedication LLC
California
$366K -$104K -337 -23%
BDF
1042
Balasa Dinverno & Foltz
$365K -$57.8K -187 -14%
Ameritas Advisory Services
1043
Ameritas Advisory Services
Nebraska
$364K +$23.2K +75 +7%
GTCM
1044
Gyon Technologies Capital Management
New Jersey
$362K -$395K -1,278 -53%
CCA
1045
Childress Capital Advisors
Texas
$362K -$43.3K -140 -11%
PFM
1046
Parsec Financial Management
North Carolina
$361K +$166K +537 +91%
Aspiriant LLC
1047
Aspiriant LLC
California
$360K -$13K -42 -4%
CWM
1048
C2C Wealth Management
Arizona
$360K -$3.09K -10 -0.9%
BP
1049
BBR Partners
New York
$356K -$6.49K -21 -2%
Clifford Swan Investment Counsel
1050
Clifford Swan Investment Counsel
California
$356K -$2.47K -8 -0.7%