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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
701
Boreal Capital Management
Florida
$187K
KFAS
702
Keating Financial Advisory Services
Kansas
$187K +$183K +3,109 New
LFG
703
Larson Financial Group
Missouri
$182K +$122K +2,075 +215%
ACM
704
Aster Capital Management
United Arab Emirates
$182K +$161K +2,748 +996%
DCM
705
Dorato Capital Management
Colorado
$170K +$161K +2,734 New
FCT
706
Family Capital Trust
Massachusetts
$159K +$2.12K +36 +1%
SAG
707
SageView Advisory Group
California
$158K +$155K +2,638 New
MSWM
708
Mowery & Schoenfeld Wealth Management
Illinois
$156K
AIP
709
Ameritas Investment Partners
Nebraska
$154K
SPIA
710
Steward Partners Investment Advisory
New York
$138K +$58.8K +1,001 +77%
LI
711
LRI Investments
Florida
$138K +$10.8K +183 +9%
LS
712
Livforsakringsbolaget Skandia
Sweden
$134K
SCM
713
Sterling Capital Management
North Carolina
$127K +$93K +1,583 +301%
Cohen & Steers
714
Cohen & Steers
New York
$120K
BC
715
Bayforest Capital
United Kingdom
$120K +$108K +1,847 +1,231%
RF
716
Rossby Financial
Florida
$118K +$116K +1,968 New
AIM
717
Anchor Investment Management
South Carolina
$108K
HI
718
Harbour Investments
Wisconsin
$107K +$1.35K +23 +1%
HPC
719
HM Payson & Co
Maine
$96.6K +$4.23K +72 +5%
AssetMark Inc
720
AssetMark Inc
California
$93.8K +$14.3K +243 +18%
PTC
721
Private Trust Company
Ohio
$89.1K -$3.06K -52 -3%
SIM
722
Sentry Investment Management
Wisconsin
$88K
SWM
723
Spire Wealth Management
Virginia
$80.5K -$5.11K -87 -6%
WA
724
WPG Advisers
Maryland
$79.8K +$529 +9 +0.7%
IIM
725
Intact Investment Management
Quebec, Canada
$78K +$76.4K +1,300 New