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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1726
Merriman Wealth Management
Washington
$276K +$274K +4,521 New
BHC
1727
Bowen Hanes & Co
Florida
$275K – – –
FLAM
1728
First Light Asset Management
Minnesota
$275K – – –
GC
1729
Garde Capital
Washington
$273K -$162K -2,669 -37%
LIA
1730
LBMC Investment Advisors
Tennessee
$273K +$35.5K +586 +15%
GC
1731
Gratus Capital
Georgia
$271K -$34.4K -567 -11%
LAIC
1732
Lederer & Associates Investment Counsel
California
$271K – – –
VWA
1733
V Wealth Advisors
Kansas
$271K +$121 +2 +0%
PAG
1734
Pinnacle Advisory Group
Maryland
$270K +$6.49K +107 +2%
RIG
1735
Roosevelt Investment Group
New York
$269K +$13.3K +220 +5%
PM
1736
Parametrica Management
Hong Kong
$269K +$267K +4,402 New
CICI
1737
Capital Investment Counsel Inc
North Carolina
$268K -$44.5K -734 -14%
CSA
1738
Cottage Street Advisors
Massachusetts
$263K +$261K +4,297 New
AWM
1739
AllSquare Wealth Management
New York
$261K – – –
CP
1740
Camelot Portfolios
Ohio
$261K +$61 +1 +0%
AIM
1741
Advantage Investment Management
Iowa
$260K -$60.3K -995 -19%
PCM
1742
Pointe Capital Management
Michigan
$259K +$2.67K +44 +1%
UBG
1743
United Bank (Georgia)
Georgia
$257K – – –
CNC
1744
Citizens & Northern Corp
Pennsylvania
$257K +$25.4K +419 +11%
JDR
1745
Jay D. Rosenbaum
$256K – – –
BB
1746
Bell Bank
North Dakota
$255K -$19.2K -316 -7%
KA
1747
Klingman & Associates
New York
$255K -$14K -231 -5%
NCM
1748
Nelson Capital Management
California
$255K – – –
ACS
1749
Archford Capital Strategies
Illinois
$255K +$61 +1 +0%
FBA
1750
Front Barnett Associates
Illinois
$253K – – –