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Name Holding Trade Value Shares
Change
Change in
Stake
EI
1401
EDMP Inc
Florida
$314K
MAM
1402
Morse Asset Management
Connecticut
$314K
CBU
1403
CIBC Bank USA
Illinois
$314K +$11.3K +60 +4%
SL
1404
Signition LP
New York
$314K +$300K +1,596 New
KJWM
1405
Kiley Juergens Wealth Management
Washington
$313K
1WA
1406
180 Wealth Advisors
Washington
$313K +$4.14K +22 +1%
DJSG
1407
D.J. St. Germain
Massachusetts
$313K +$65.8K +350 +28%
SWM
1408
SeaCrest Wealth Management
New York
$312K +$36.5K +194 +14%
AW
1409
ACG Wealth
Georgia
$307K +$188 +1 +0.1%
BCAM
1410
Boston Common Asset Management
Massachusetts
$303K
CIP
1411
Convergence Investment Partners
Florida
$302K +$5.45K +29 +2%
MWPCG
1412
Measured Wealth Private Client Group
New Hampshire
$302K +$289K +1,539 New
PNC
1413
Park National Corp
Ohio
$301K +$38.5K +205 +15%
SWM
1414
Segment Wealth Management
Texas
$301K +$288K +1,534 New
LIM
1415
Lagoda Investment Management
New York
$300K
ACP
1416
Ashfield Capital Partners
California
$299K
GC
1417
Gilbert & Cook
Iowa
$299K +$36.1K +192 +14%
B
1418
Bailard
California
$297K -$13K -69 -4%
DMC
1419
Drexel Morgan & Co
Pennsylvania
$296K
HIIFS
1420
Harel Insurance Investments & Financial Services
Israel
$295K
SSP
1421
Sapphire Star Partners
Washington
$295K
TC
1422
Truvestments Capital
Florida
$295K +$282K +1,500 New
VHAM
1423
Van Hulzen Asset Management
California
$295K +$282K +1,500 New
FC
1424
Financial Consulate
Maryland
$293K
RMDI
1425
R.M. Davis Inc
Maine
$291K -$135K -720 -33%