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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
226
Winslow Evans & Crocker
Massachusetts
$320K -$26K -1,020 -8%
PMAM
227
Penn Mutual Asset Management
Pennsylvania
$318K +$319K +12,500 New
CCP
228
Cardan Capital Partners
Colorado
$308K
FA
229
FDx Advisors
Illinois
$302K -$141K -5,525 -32%
CCT
230
Country Club Trust
Missouri
$297K -$25.5K -1,000 -8%
RAM
231
Roanoke Asset Management
New Jersey
$294K +$37.1K +1,455 +14%
HAM
232
Highstreet Asset Management
Ontario, Canada
$294K +$295K +11,560 New
GIA
233
GHP Investment Advisors
Colorado
$293K
SB
234
Simmons Bank
Arkansas
$281K
DA
235
Doliver Advisors
Texas
$276K +$25.5K +1,000 +10%
American Century Companies
236
American Century Companies
Missouri
$271K +$23.8K +933 +10%
CS
237
Comerica Securities
Michigan
$257K
SF
238
Synovus Financial
Georgia
$257K +$256K +10,038 New
Fiera Capital (Canada)
239
Fiera Capital (Canada)
Quebec, Canada
$256K
CHAM
240
Clear Harbor Asset Management
Connecticut
$256K +$256K +10,050 New
NRCM
241
Northern Right Capital Management
Connecticut
$255K +$255K +10,000 New
IWP
242
Icon Wealth Partners
Texas
$246K -$456K -17,899 -65%
RJT
243
Raymond James Trust
Florida
$246K +$19K +745 +8%
Koshinski Asset Management
244
Koshinski Asset Management
Illinois
$241K +$443K +17,366 New
DAS
245
Dynamic Advisor Solutions
Arizona
$235K +$235K +9,214 New
RC
246
RBF Capital
California
$233K
MFW
247
Mosaic Family Wealth
Missouri
$229K -$10.8K -423 -4%
IAA
248
Independent Advisor Alliance
North Carolina
$221K +$25.6K +1,005 +13%
FNBT
249
FineMark National Bank & Trust
Florida
$219K
FBC
250
Fairfield, Bush & Co
Connecticut
$216K -$262K -10,275 -55%