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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
576
Dupont Capital Management
Delaware
$274K – – –
HAG
577
HighPoint Advisor Group
Illinois
$274K +$1.29K +22 +0.5%
APP
578
Avantax Planning Partners
Iowa
$269K – – –
MCM
579
Monarch Capital Management
Indiana
$264K -$1.94K -33 -0.7%
TU
580
TDAM USA
Ontario, Canada
$255K -$11.4K -195 -4%
WWM
581
Willingdon Wealth Management
North Carolina
$252K -$26.9K -459 -10%
KIM
582
Karpus Investment Management
New York
$252K – – –
PCM
583
Prelude Capital Management
New York
$250K +$85.4K +1,456 +52%
IAA
584
Independent Advisor Alliance
North Carolina
$249K -$31.4K -535 -11%
NPPM
585
North Point Portfolio Managers
Ohio
$249K – – –
SWM
586
Segment Wealth Management
Texas
$248K +$1.82K +31 +0.7%
AC
587
Arjuna Capital
North Carolina
$247K +$248K +4,233 New
PFS
588
Physicians Financial Services
North Carolina
$246K – – –
AWM
589
Altium Wealth Management
New York
$245K +$4.51K +77 +2%
FA
590
Fortis Advisors
Pennsylvania
$245K +$51.3K +875 +26%
PL
591
Perpetual Ltd
Australia
$244K – – –
SMC
592
Smith, Moore & Co
Missouri
$238K -$2.87K -49 -1%
NCM
593
Nelson Capital Management
California
$237K – – –
CA
594
Calton & Associates
Florida
$236K -$4.81K -82 -2%
DWA
595
Douglass Winthrop Advisors
New York
$233K – – –
NAM
596
NTV Asset Management
West Virginia
$233K – – –
WSC
597
Wellington Shields & Co
New York
$233K – – –
BSW
598
Buckingham Strategic Wealth
Missouri
$233K +$234K +3,992 New
SSW
599
Smith Shellnut Wilson
Mississippi
$231K +$2.7K +46 +1%
PP
600
Patten & Patten
Tennessee
$229K -$9.38K -160 -4%