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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Modern Wealth Management
Kansas
$377K +$23.6K +338 +7%
SPA
827
Sherbrooke Park Advisers
New York
$374K +$352K +5,048 New
CNBT
828
Canandaigua National Bank & Trust
New York
$374K -$34.6K -496 -9%
PS
829
Principal Securities
Iowa
$373K +$47.2K +677 +16%
APW
830
Austin Private Wealth
Texas
$372K +$48.2K +691 +16%
JF
831
Joule Financial
Kentucky
$371K +$7.95K +114 +2%
NSIM
832
North Star Investment Management
Illinois
$369K +$3.83K +55 +1%
KA
833
KLCM Advisors
Wisconsin
$368K +$349 +5 +0.1%
SAG
834
SageView Advisory Group
California
$365K -$860K -12,345 -72%
FLPIM
835
F.L. Putnam Investment Management
Massachusetts
$362K +$41.1K +590 +14%
C
836
CEDRUS
Colorado
$361K -$83.9K -1,203 -20%
LSAG
837
Lake Street Advisors Group
New Hampshire
$357K +$10.9K +156 +3%
AO
838
Advisor OS
Illinois
$356K +$335K +4,803 New
SMC
839
Smith, Moore & Co
Missouri
$356K -$697 -10 -0.2%
JIC
840
Joel Isaacson & Co
New York
$356K +$334K +4,798 New
ESB
841
Essex Savings Bank
Connecticut
$354K – – –
SB
842
Simmons Bank
Arkansas
$352K -$202K -2,904 -38%
SIMG
843
Sonora Investment Management Group
Arizona
$351K -$2.65K -38 -0.8%
GWP
844
Gen-Wealth Partners
Michigan
$350K +$329K +4,727 New
SCM
845
Shelton Capital Management
Colorado
$347K – – –
GSC
846
Grey Street Capital
Illinois
$347K +$326K +4,677 New
SIC
847
Sterling Investment Counsel
New York
$346K +$34.2K +490 +12%
CCIA
848
Campbell & Co Investment Adviser
Maryland
$344K -$613K -8,800 -65%
CSPIA
849
Cary Street Partners Investment Advisory
Virginia
$342K -$5.51K -79 -2%
CT
850
Colonial Trust
South Carolina
$341K +$114K +1,631 +55%