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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
726
Bradley Foster & Sargent
Connecticut
$262K -$108K -372 -26%
FC
727
Financial Consulate
Maryland
$260K +$310K +1,068 New
BFM
728
Boothbay Fund Management
New York
$256K +$37.8K +130 +14%
RA
729
RFG Advisory
Alabama
$255K -$11.3K -39 -4%
CIC
730
Carnegie Investment Counsel
Ohio
$254K -$84.5K -291 -22%
BP
731
Broadleaf Partners
Ohio
$253K – – –
HCM
732
Howland Capital Management
Massachusetts
$252K – – –
CA
733
Cornerstone Advisory
Maryland
$251K – – –
SCM
734
Shelton Capital Management
Colorado
$246K -$11.9K -41 -4%
CI
735
Conning Inc
Connecticut
$244K -$25.9K -89 -8%
HCM
736
Hutner Capital Management
Vermont
$244K -$2.9K -10 -1%
BFIM
737
Beese Fulmer Investment Management
Ohio
$243K – – –
KCM
738
Kanawha Capital Management
Virginia
$243K – – –
DWT
739
Dorsey & Whitney Trust
South Dakota
$240K +$19.5K +67 +7%
AWA
740
Aaron Wealth Advisors
Illinois
$238K +$51.7K +178 +22%
LNC
741
Lincoln National Corp
Pennsylvania
$235K +$4.36K +15 +2%
Lido Advisors
742
Lido Advisors
California
$234K -$286K -986 -51%
WFI
743
West Family Investments
California
$234K -$23.8K -82 -8%
SIA
744
Schechter Investment Advisors
Michigan
$233K -$25K -86 -8%
ZB
745
Zions Bancorporation
Utah
$233K -$19.2K -66 -6%
SC
746
Shearwater Capital
Colorado
$233K +$581 +2 +0.2%
BBI
747
Baxter Bros Inc
Connecticut
$231K – – –
TLCM
748
Twin Lakes Capital Management
California
$231K +$277K +952 New
AAM
749
Advisors Asset Management
Colorado
$230K -$125K -431 -31%
PI
750
Pettee Investors
Connecticut
$230K – – –