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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
576
Augustine Asset Management
Florida
$256K +$278K +4,200 New
KIM
577
Karpus Investment Management
New York
$255K – – –
PL
578
Perpetual Ltd
Australia
$255K – – –
CA
579
Calton & Associates
Florida
$251K -$393K -5,937 -59%
SCM
580
Stevens Capital Management
Pennsylvania
$249K -$1.91M -28,914 -88%
BFG
581
Beacon Financial Group
Texas
$249K -$183K -2,758 -40%
NIT
582
NumerixS Investment Technologies
British Columbia, Canada
$248K +$277K +4,185 New
AWM
583
Altium Wealth Management
New York
$246K – – –
TAM
584
Tiverton Asset Management
Delaware
$245K +$83.9K +1,267 +46%
DWA
585
Douglass Winthrop Advisors
New York
$244K – – –
NAM
586
NTV Asset Management
West Virginia
$244K – – –
AI
587
Accredited Investors
Minnesota
$244K +$1.59K +24 +0.6%
LFAS
588
Level Four Advisory Services
Texas
$244K +$23.8K +360 +10%
PAI
589
Pittenger & Anderson Inc
Nebraska
$243K – – –
SSW
590
Smith Shellnut Wilson
Mississippi
$242K -$22.5K -340 -8%
DWT
591
Dorsey & Whitney Trust
South Dakota
$242K – – –
MBT
592
Montecito Bank & Trust
California
$242K +$263K +3,968 New
OC
593
Oppenheimer & Co
New York
$241K -$1.03M -15,594 -80%
PVWM
594
Point View Wealth Management
New Jersey
$238K – – –
GWM
595
Geneos Wealth Management
Colorado
$238K +$14.8K +224 +6%
CPA
596
Court Place Advisors
Maryland
$236K -$19.9K -300 -7%
EWM
597
Evermay Wealth Management
Virginia
$234K +$254K +3,835 New
SF
598
Synovus Financial
Georgia
$232K -$146K -2,209 -37%
MCM
599
Manchester Capital Management
Vermont
$232K -$37.5K -566 -13%
BRWA
600
B. Riley Wealth Advisors
Florida
$230K +$249K +3,754 New