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Name Holding Trade Value Shares
Change
Change in
Stake
CNC
626
Camden National Corporation
Maine
$261K +$197K +3,250 New
ST
627
Smithfield Trust
Pennsylvania
$260K +$112K +1,854 +135%
PAI
628
Pittenger & Anderson Inc
Nebraska
$257K – – –
AssetMark Inc
629
AssetMark Inc
California
$257K +$26.4K +435 +16%
APP
630
Avantax Planning Partners
Iowa
$255K -$56.2K -927 -23%
CCM
631
Cohen Capital Management
California
$255K -$45.5K -750 -19%
MCM
632
Manchester Capital Management
Vermont
$253K +$6.06K +100 +3%
WS
633
Wedbush Securities
California
$253K +$191K +3,153 New
SNB
634
Security National Bank
Nebraska
$252K +$190K +3,140 New
ESCM
635
Echo Street Capital Management
New York
$249K -$891K -14,699 -83%
PFS
636
Physicians Financial Services
North Carolina
$247K +$186K +3,075 New
APC
637
Asset Planning Corporation
Tennessee
$246K – – –
DM
638
Delphi Management
Massachusetts
$246K +$186K +3,065 New
SWM
639
SeaCrest Wealth Management
New York
$245K -$53K -874 -22%
AI
640
Accredited Investors
Minnesota
$245K +$185K +3,053 New
SC
641
Steph & Co
Wisconsin
$244K -$69.6K -1,148 -27%
BCA
642
Bay Colony Advisors
Massachusetts
$243K +$184K +3,030 New
IA
643
Inspire Advisors
Idaho
$241K -$50.1K -826 -22%
GFA
644
Gifford Fong Associates
California
$241K – – –
JIC
645
Johnson Investment Counsel
Ohio
$241K +$181K +2,993 New
SAI
646
Systematic Alpha Investments
New Jersey
$241K +$182K +3,000 New
FCCM
647
First City Capital Management
Georgia
$240K +$152K +2,500 New
AII
648
AGF Investments Inc
Ontario, Canada
$239K -$29.3K -484 -14%
SS
649
Simplicity Solutions
Minnesota
$238K -$163K -2,683 -48%
Bank Julius Baer & Co
650
Bank Julius Baer & Co
Switzerland
$236K -$71.7K -1,183 -29%