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Name Holding Trade Value Shares
Change
Change in
Stake
FC
726
Financial Consulate
Maryland
$260K +$310K +1,068 New
BFM
727
Boothbay Fund Management
New York
$256K +$37.8K +130 +14%
RA
728
RFG Advisory
Alabama
$255K -$11.3K -39 -4%
CIC
729
Carnegie Investment Counsel
Ohio
$254K -$84.5K -291 -22%
BP
730
Broadleaf Partners
Ohio
$253K
HCM
731
Howland Capital Management
Massachusetts
$252K
CA
732
Cornerstone Advisory
Maryland
$251K
SCM
733
Shelton Capital Management
Colorado
$246K -$11.9K -41 -4%
CI
734
Conning Inc
Connecticut
$244K -$25.9K -89 -8%
HCM
735
Hutner Capital Management
Vermont
$244K -$2.9K -10 -1%
BFIM
736
Beese Fulmer Investment Management
Ohio
$243K
KCM
737
Kanawha Capital Management
Virginia
$243K
DWT
738
Dorsey & Whitney Trust
South Dakota
$240K +$19.5K +67 +7%
AWA
739
Aaron Wealth Advisors
Illinois
$238K +$51.7K +178 +22%
LNC
740
Lincoln National Corp
Pennsylvania
$235K +$4.36K +15 +2%
Lido Advisors
741
Lido Advisors
California
$234K -$286K -986 -51%
WFI
742
West Family Investments
California
$234K -$23.8K -82 -8%
SIA
743
Schechter Investment Advisors
Michigan
$233K -$25K -86 -8%
ZB
744
Zions Bancorporation
Utah
$233K -$19.2K -66 -6%
SC
745
Shearwater Capital
Colorado
$233K +$581 +2 +0.2%
BBI
746
Baxter Bros Inc
Connecticut
$231K
TLCM
747
Twin Lakes Capital Management
California
$231K +$277K +952 New
AAM
748
Advisors Asset Management
Colorado
$230K -$125K -431 -31%
PI
749
Pettee Investors
Connecticut
$230K
QCG
750
Quadrant Capital Group
Ohio
$226K -$15.7K -54 -5%