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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1676
Advantage Investment Management
Iowa
$321K +$79.5K +1,306 +33%
FHAM
1677
Folger Hill Asset Management
New York
$321K +$319K +5,242 New
IIM
1678
Intact Investment Management
Quebec, Canada
$320K – – –
JFGLC
1679
Johnson Financial Group LLC (Colorado)
Colorado
$320K +$426 +7 +0.1%
LCP
1680
Legacy Capital Partners
Wisconsin
$320K +$96.4K +1,584 +43%
IWA
1681
Intercontinental Wealth Advisors
Texas
$319K -$11.3K -185 -3%
RGC
1682
Roberts, Glore & Co
Illinois
$318K +$11.1K +182 +4%
OIA
1683
OneDigital Investment Advisors
Kansas
$317K +$316K +5,183 New
MWP
1684
Moller Wealth Partners
$316K +$315K +5,167 New
DIA
1685
Davidson Investment Advisors
Montana
$315K -$25.8K -424 -8%
ACM
1686
Ashford Capital Management
Delaware
$314K -$31.9K -524 -9%
CICI
1687
Capital Investment Counsel Inc
North Carolina
$313K -$25.5K -419 -8%
MAA
1688
Mraz Amerine & Associates
California
$312K – – –
BAM
1689
Burgundy Asset Management
Ontario, Canada
$310K -$13.3K -218 -4%
EWA
1690
EP Wealth Advisors
California
$310K -$4.2K -69 -1%
GWS
1691
Glassman Wealth Services
Virginia
$310K – – –
FIM
1692
Farmhouse Investment Management
California
$309K – – –
AIA
1693
Affinity Investment Advisors
California
$308K -$34.9K -573 -10%
GC
1694
Gratus Capital
Georgia
$306K -$14.3K -235 -4%
BWP
1695
BSW Wealth Partners
Colorado
$306K +$20.7K +340 +7%
CPA
1696
Clear Perspective Advisors
Illinois
$304K +$15.9K +261 +6%
MSFP
1697
Mark Sheptoff Financial Planning
Connecticut
$304K +$60.6K +995 +25%
BCCM
1698
Bridge Creek Capital Management
Massachusetts
$303K +$25.5K +419 +9%
GRP
1699
Global Retirement Partners
California
$302K +$36.5K +599 +14%
V
1700
ValueWorks
New York
$299K -$1.89K -31 -0.6%