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Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
1801
Cypress Capital Management (Wyoming)
Wyoming
$248K
AIM
1802
Assured Investment Management
New York
$247K -$157M -5,502,155 -100%
CFP
1803
Cornerstone Financial Partners
North Carolina
$247K -$15.2K -531 -6%
GIA
1804
Granite Investment Advisors
New Hampshire
$247K
TWM
1805
Torch Wealth Management
Ohio
$247K
LC
1806
Lincoln Capital
Nebraska
$247K +$1K +35 +0.4%
WG
1807
Welch Group
Alabama
$247K +$3.51K +123 +1%
PNAA
1808
Pictet North America Advisors
Switzerland
$246K +$250K +8,741 New
CCM
1809
Copeland Capital Management
Pennsylvania
$245K
FIMG
1810
Financial & Investment Management Group
Michigan
$245K +$12.9K +452 +5%
KA
1811
KLCM Advisors
Wisconsin
$244K +$9.03K +316 +4%
FP
1812
FDO Partners
Massachusetts
$242K -$1.03M -36,110 -81%
MME
1813
Meag Munich Ergo
Germany
$240K -$25.6M -896,311 -99%
BA
1814
BKS Advisors
Michigan
$240K +$244K +8,549 New
HPWM
1815
Highland Private Wealth Management
Washington
$240K +$245K +8,590 New
CAM
1816
ClariVest Asset Management
California
$238K -$250K -8,735 -51%
CWM
1817
Cabot Wealth Management
Massachusetts
$238K -$9K -315 -4%
TFF
1818
The Family Firm
Maryland
$238K +$14.3K +500 +6%
SS
1819
Sunbelt Securities
Texas
$236K
MCM
1820
Marathon Capital Management
Maryland
$235K -$60.2K -2,108 -20%
LCP
1821
Lombardia Capital Partners
California
$235K
OAM
1822
Occidental Asset Management
California
$235K
WCM
1823
Westend Capital Management
California
$235K +$238K +8,342 New
SLA
1824
Silver Lake Advisory
Utah
$233K +$1.26K +44 +0.5%
RAM
1825
Roanoke Asset Management
New Jersey
$232K