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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
501
V Wealth Advisors
Kansas
$312K +$306K +9,397 New
UH
502
Unigestion Holding
Switzerland
$312K +$307K +9,406 New
WI
503
Wedgewood Investors
Pennsylvania
$311K – – –
FIM
504
Freedom Investment Management
Connecticut
$305K -$172K -5,274 -36%
WKWM
505
Walter & Keenan Wealth Management
Indiana
$303K +$304K +9,333 New
AMIM
506
Aull & Monroe Investment Management
Alabama
$301K -$68.4K -2,100 -19%
AWS
507
Arkfeld Wealth Strategies
Nebraska
$299K -$17.5K -536 -6%
Freestone Capital Holdings
508
Freestone Capital Holdings
Washington
$298K -$58.9K -1,808 -17%
Eagle Global Advisors
509
Eagle Global Advisors
Texas
$293K -$15.9M -487,313 -98%
Conning Inc
510
Conning Inc
Connecticut
$292K +$286K +8,776 New
TP
511
Tranquility Partners
Tennessee
$286K +$281K +8,619 New
I
512
INVST
Indiana
$286K +$289K +8,876 New
Farmers & Merchants Investments Inc
513
Farmers & Merchants Investments Inc
Nebraska
$282K -$70K -2,147 -20%
AHC
514
Adell Harriman & Carpenter
Texas
$279K -$475K -14,590 -63%
EOCM
515
Energy Opportunities Capital Management
Texas
$278K -$202K -6,205 -43%
IF
516
Intrua Financial
Texas
$277K +$313K +9,605 New
PCM
517
Prelude Capital Management
New York
$276K +$270K +8,301 New
CCG
518
Chatham Capital Group
Georgia
$276K +$271K +8,323 New
TU
519
TDAM USA
Ontario, Canada
$276K +$283K +8,683 New
Vestmark Advisory Solutions
520
Vestmark Advisory Solutions
Massachusetts
$274K +$269K +8,259 New
PFBT
521
Parkside Financial Bank & Trust
Missouri
$272K -$4.82K -148 -2%
CA
522
Calton & Associates
Florida
$271K +$266K +8,172 New
First Manhattan
523
First Manhattan
New York
$270K – – –
CWP
524
CFM Wealth Partners
Texas
$269K -$265K -8,142 -50%
ACA
525
Atlas Capital Advisors
Wyoming
$268K -$10.3K -316 -4%