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Name Holding Trade Value Shares
Change
Change in
Stake
CNC
376
Canandaigua National Corp
New York
$673K +$812K +3,933 New
FIM
377
FWL Investment Management
Texas
$669K +$807K +3,910 New
PSP
378
Principal Street Partners
Tennessee
$668K +$36.9K +179 +5%
LSA
379
Leonteq Securities AG
Switzerland
$667K +$605K +2,930 +304%
HIM
380
Harbour Investment Management
Washington
$661K -$81.5K -395 -9%
SFFS
381
Stonehage Fleming Financial Services
Jersey
$658K +$793K +3,842 New
JIC
382
Johnson Investment Counsel
Ohio
$650K -$195K -944 -20%
WIA
383
Wealthedge Investment Advisors
New York
$646K +$779K +3,774 New
TPI
384
Trust Point Inc
Wisconsin
$642K +$201K +975 +35%
MWM
385
Modera Wealth Management
New Jersey
$641K -$34.9K -169 -4%
PP
386
PDS Planning
Ohio
$633K -$113K -546 -13%
AA
387
ALPS Advisors
Colorado
$632K +$54.1K +262 +8%
LWIC
388
Leith Wheeler Investment Counsel
British Columbia, Canada
$628K
VEM
389
Vann Equity Management
Texas
$619K +$746K +3,615 New
DAS
390
Dynamic Advisor Solutions
Arizona
$617K -$86.1K -417 -10%
LMIM
391
Lockheed Martin Investment Management
Maryland
$616K +$37.1K +180 +5%
MWM
392
Mission Wealth Management
California
$616K -$9.49K -46 -1%
AWM
393
Apollon Wealth Management
South Carolina
$615K -$13K -63 -2%
Calamos Advisors
394
Calamos Advisors
Illinois
$614K -$373K -1,809 -34%
TH
395
TCTC Holdings
Texas
$610K
VF
396
Vest Financial
Virginia
$608K +$249K +1,205 +51%
SSCA
397
South Shore Capital Advisors
Massachusetts
$606K +$479K +2,321 +185%
CB
398
Commerce Bank
Missouri
$606K +$84.4K +409 +13%
EWM
399
Empirical Wealth Management
Washington
$605K +$18.2K +88 +3%
RCA
400
Resonant Capital Advisors
Wisconsin
$604K +$290K +1,407 +66%