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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
701
HM Payson & Co
Maine
$337K – – –
CS
702
Comerica Securities
Michigan
$335K -$52K -384 -11%
TNBTD
703
Trustmark National Bank Trust Department
Mississippi
$334K +$15.6K +115 +4%
RGI
704
River Global Investors
United Kingdom
$334K +$433K +3,200 New
MYAM
705
Meiji Yasuda Asset Management
Japan
$333K -$616K -4,550 -59%
SS
706
Simplicity Solutions
Minnesota
$333K +$1.08K +8 +0.3%
ER
707
Enlightenment Research
Florida
$331K +$428K +3,166 New
TPCW
708
TD Private Client Wealth
New York
$328K -$26K -192 -6%
NERM
709
New England Research & Management
Illinois
$327K +$424K +3,135 New
VWM
710
Vigilare Wealth Management
Arizona
$326K -$345K -2,552 -45%
AAS
711
Ameritas Advisory Services
Nebraska
$326K +$82.4K +609 +24%
ISWM
712
Independent Solutions Wealth Management
New York
$326K -$329K -2,430 -44%
JWCA
713
J.W. Cole Advisors
Florida
$324K -$947 -7 -0.2%
AI
714
Accredited Investors
Minnesota
$324K +$1.76K +13 +0.4%
PWM
715
Purus Wealth Management
California
$323K -$406 -3 -0.1%
APC
716
Asset Planning Corporation
Tennessee
$321K +$1.62K +12 +0.4%
HH
717
Hilltop Holdings
Texas
$318K +$86.7K +641 +27%
GDP
718
Great Diamond Partners
Maine
$317K +$411K +3,038 New
CCG
719
Ceeto Capital Group
Florida
$316K – – –
CFB
720
Cullen/Frost Bankers
Texas
$315K +$135 +1 +0%
APP
721
Avantax Planning Partners
Iowa
$313K -$72.3K -534 -15%
CCM
722
Canal Capital Management
Virginia
$313K – – –
GFA
723
Gifford Fong Associates
California
$313K – – –
NAM
724
NTV Asset Management
West Virginia
$313K – – –
WSC
725
Wellington Shields & Co
New York
$313K – – –