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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
601
Argent Trust Co
Tennessee
$235K – – –
BC
602
Bridgefront Capital
Texas
$235K +$248K +3,523 New
TF
603
Tompkins Financial
New York
$233K – – –
BFG
604
Bleakley Financial Group
New Jersey
$232K -$4.72K -67 -2%
SW
605
Simplicity Wealth
New Jersey
$232K -$3.38K -48 -1%
TA
606
TFG Advisers
Michigan
$232K +$5.99K +85 +3%
HCA
607
Hyperion Capital Advisors
New York
$231K – – –
DP
608
Dearborn Partners
Illinois
$230K – – –
IA
609
IFP Advisors
Florida
$227K +$27.8K +395 +13%
PCM
610
Parsons Capital Management
Rhode Island
$225K – – –
VCM
611
Vision Capital Management
Oregon
$221K – – –
SCA
612
Snowden Capital Advisors
New York
$221K -$26.5K -376 -10%
CCM
613
Coldstream Capital Management
Washington
$221K +$1.62K +23 +0.7%
CCFCSB
614
Cape Cod Five Cents Savings Bank
Massachusetts
$219K – – –
NB
615
Nicolet Bankshares
Wisconsin
$216K +$31.9K +452 +16%
CP
616
Covenant Partners
Tennessee
$216K – – –
HI
617
Horizon Investments
North Carolina
$216K +$2.89K +41 +1%
MIP
618
Marietta Investment Partners
Wisconsin
$213K – – –
PAMG
619
Patton Albertson Miller Group
Tennessee
$211K +$20.9K +296 +10%
FA
620
Faithward Advisors
Pennsylvania
$211K -$17.4K -247 -7%
OA
621
Operose Advisors
Wisconsin
$207K – – –
PB
622
Pinnacle Bancorp
Nebraska
$206K – – –
FPFS
623
First Personal Financial Services
North Carolina
$203K – – –
KI
624
Kapitalo Investimentos
Brazil
$202K -$237K -3,361 -53%
IIC
625
Integrated Investment Consultants
Michigan
$201K – – –