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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
626
Redwood Investment Management
Arizona
$225K +$227K +3,956 New
IAA
627
Independent Advisor Alliance
North Carolina
$221K -$324K -5,652 -59%
WAM
628
Weatherly Asset Management
California
$221K
Jones Financial Companies
629
Jones Financial Companies
Missouri
$220K +$221K +3,857 New
LW
630
Linscomb Wealth
Texas
$219K
TWA
631
TCI Wealth Advisors
Arizona
$219K +$21.1K +368 +11%
LWAC
632
Laurel Wealth Advisors (California)
California
$217K +$861 +15 +0.4%
JFGLC
633
Johnson Financial Group LLC (Colorado)
Colorado
$212K -$64.3K -1,121 -23%
KPCM
634
Kings Point Capital Management
New York
$212K
MCM
635
Murphy Capital Management
New Jersey
$212K +$214K +3,732 New
EGA
636
E&G Advisors
Texas
$211K +$212K +3,700 New
SAM
637
Summit Asset Management
Tennessee
$211K +$212K +3,700 New
ST
638
Smithfield Trust
Pennsylvania
$207K +$4.36K +76 +2%
MGAM
639
McGowan Group Asset Management
Texas
$207K +$209K +3,640 New
CIMLRA
640
CBRE Investment Management Listed Real Assets
Pennsylvania
$205K +$206K +3,594 New
HSA
641
HBK Sorce Advisory
Pennsylvania
$205K +$206K +3,597 New
CAMG
642
CWA Asset Management Group
Florida
$204K +$205K +3,580 New
PTC
643
Private Trust Company
Ohio
$204K +$206K +3,590 New
VCA
644
Verdence Capital Advisors
Maryland
$200K +$202K +3,517 New
CEP
645
Chicago Equity Partners
Illinois
$200K +$202K +3,520 New
WB
646
Webster Bank
Connecticut
$178K
DBT
647
Dubuque Bank & Trust
Iowa
$172K +$459 +8 +0.3%
Rockefeller Capital Management
648
Rockefeller Capital Management
New York
$172K +$174K +3,029 New
FANJ
649
Financial Architects (New Jersey)
New Jersey
$167K -$29.3K -511 -15%
FPS
650
Fieldpoint Private Securities
Connecticut
$167K +$71.2K +1,241 +73%