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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1851
Aljian Capital Management
Nevada
$624K +$647K +2,562 New
HA
1852
Harfst & Associates
Wyoming
$622K +$648K +2,565 New
FAS
1853
Formuepleje A/S
Denmark
$622K +$290K +1,149 +81%
ACM
1854
Adalta Capital Management
New York
$619K – – –
SMC
1855
Smith, Moore & Co
Missouri
$619K +$39.4K +156 +7%
BL
1856
Balentine LLC
Georgia
$618K -$28.8K -114 -4%
CFSG
1857
Community Financial Services Group
Vermont
$617K +$5.05K +20 +0.8%
AF
1858
Alerus Financial
North Dakota
$616K -$23K -91 -3%
KFP
1859
KB Financial Partners
New Jersey
$616K +$640K +2,536 New
DCM
1860
Donaldson Capital Management
Indiana
$614K -$40.7K -161 -6%
PMFA
1861
Plante Moran Financial Advisors
Michigan
$612K +$480K +1,899 +306%
DDC
1862
DF Dent & Co
Maryland
$612K +$636K +2,519 New
MCC
1863
Money Concepts Capital
Florida
$611K +$80.8K +320 +15%
TIS
1864
Tortoise Index Solutions
Kansas
$609K +$179K +710 +40%
NJBEST
1865
New Jersey Better Educational Savings Trust
New Jersey
$607K – – –
FBB
1866
Fulton Breakefield Broenniman
Maryland
$605K +$166K +657 +36%
WMC
1867
Westwood Management Corporation
Illinois
$604K +$26.3K +104 +4%
BG
1868
Bahl & Gaynor
Ohio
$603K -$74.5K -295 -11%
NNP
1869
Nachman Norwood & Parrott
South Carolina
$603K -$1.26K -5 -0.2%
PWA
1870
Physician Wealth Advisors
Utah
$602K -$41.4K -164 -6%
KWM
1871
Keebeck Wealth Management
Illinois
$602K +$45.2K +179 +8%
NB
1872
Northwest Bancshares
Pennsylvania
$602K +$83.3K +330 +15%
CCA
1873
Childress Capital Advisors
Texas
$602K +$284K +1,124 +83%
VC
1874
Veery Capital
Delaware
$598K -$28K -111 -4%
MAM
1875
McLean Asset Management
Virginia
$596K – – –