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Name Holding Trade Value Shares
Change
Change in
Stake
NPPM
576
North Point Portfolio Managers
Ohio
$266K – – –
AI
577
Accredited Investors
Minnesota
$264K +$14.6K +229 +6%
AWM
578
Altium Wealth Management
New York
$262K +$9.89K +155 +4%
HA
579
Harfst & Associates
Wyoming
$261K -$110K -1,722 -29%
PL
580
Perpetual Ltd
Australia
$261K – – –
GWM
581
Geneos Wealth Management
Colorado
$261K +$17.3K +271 +7%
DWT
582
Dorsey & Whitney Trust
South Dakota
$258K +$12.4K +195 +5%
QAM
583
Quantres Asset Management
Cayman Islands
$256K -$313K -4,900 -54%
PP
584
Patten & Patten
Tennessee
$254K -$60K -940 -19%
NCM
585
Nelson Capital Management
California
$254K -$12.8K -200 -5%
Credit Agricole
586
Credit Agricole
France
$251K -$6.15M -96,383 -96%
DWA
587
Douglass Winthrop Advisors
New York
$250K – – –
NAM
588
NTV Asset Management
West Virginia
$250K – – –
PAI
589
Pittenger & Anderson Inc
Nebraska
$248K – – –
SF
590
Synovus Financial
Georgia
$247K +$9.57K +150 +4%
PVWM
591
Point View Wealth Management
New Jersey
$244K – – –
LFAS
592
Level Four Advisory Services
Texas
$242K -$8.17K -128 -3%
CPA
593
Court Place Advisors
Maryland
$241K – – –
EWM
594
Evermay Wealth Management
Virginia
$240K – – –
SPC
595
Sigma Planning Corp
Michigan
$240K +$9.64K +151 +4%
IAA
596
Independent Advisor Alliance
North Carolina
$238K +$243K +3,802 New
CCM
597
Cohen Capital Management
California
$237K – – –
XS
598
XR Securities
Illinois
$237K +$242K +3,795 New
VF
599
Virtu Financial
New York
$236K -$719K -11,262 -75%
MCM
600
Manchester Capital Management
Vermont
$236K -$1.85K -29 -0.8%