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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
651
HM Payson & Co
Maine
$353K – – –
NCM
652
Nelson Capital Management
California
$353K – – –
JMF
653
Johnson Midwest Financial
Iowa
$353K +$38.5K +362 +11%
FIM
654
Fernwood Investment Management
Massachusetts
$352K – – –
RMAM
655
Raab & Moskowitz Asset Management
New Jersey
$350K – – –
CI
656
Conning Inc
Connecticut
$349K -$27.6K -260 -7%
AF
657
Alerus Financial
North Dakota
$346K – – –
VFA
658
Valeo Financial Advisors
Indiana
$346K +$133K +1,254 +56%
RPG
659
Resource Planning Group
Georgia
$342K -$8.51K -80 -2%
SWM
660
SeaCrest Wealth Management
New York
$341K +$38.2K +359 +12%
DWT
661
Dorsey & Whitney Trust
South Dakota
$340K -$30.2K -284 -8%
IWA
662
IVC Wealth Advisors
Pennsylvania
$340K – – –
B
663
Barings
North Carolina
$339K -$222K -2,088 -38%
PTC
664
Private Trust Company
Ohio
$338K +$88.7K +834 +32%
JWCA
665
J.W. Cole Advisors
Florida
$338K +$365K +3,429 New
CPA
666
Court Place Advisors
Maryland
$337K – – –
AA
667
ALPS Advisors
Colorado
$337K +$364K +3,422 New
TPCW
668
TD Private Client Wealth
New York
$334K -$1.59K -15 -0.4%
BI
669
Bramshill Investments
Florida
$333K -$13.1K -123 -4%
CCA
670
Checchi Capital Advisers
California
$331K +$11.5K +108 +3%
SS
671
Simplicity Solutions
Minnesota
$327K +$14.8K +139 +4%
PFS
672
Prospera Financial Services
Texas
$327K +$117K +1,098 +50%
BC
673
Bridgefront Capital
Texas
$326K +$352K +3,308 New
TAM
674
Tucker Asset Management
Colorado
$325K -$111K -1,041 -26%
IAIM
675
International Assets Investment Management
Florida
$320K -$61K -574 -15%