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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
726
Cubic Asset Management
Massachusetts
$398K
HDIM
727
Hanson & Doremus Investment Management
Vermont
$398K -$34.7K -629 -8%
PFBT
728
Parkside Financial Bank & Trust
Missouri
$397K +$32.5K +589 +9%
RSWM
729
Robertson Stephens Wealth Management
California
$396K +$4.63K +84 +1%
CCM
730
Coldstream Capital Management
Washington
$395K +$382K +6,933 New
Credit Agricole
731
Credit Agricole
France
$393K
AC
732
Avant Capital
Louisiana
$393K
SP
733
Successful Portfolios
Florida
$390K -$30.3K -550 -7%
GCMG
734
Gyroscope Capital Management Group
Florida
$389K -$551 -10 -0.1%
GWM
735
Geneos Wealth Management
Colorado
$389K +$22.1K +400 +6%
CWP
736
Curated Wealth Partners
California
$386K -$59.2K -1,074 -14%
I2I
737
Insight 2811 Inc
Illinois
$385K -$11K -200 -3%
AF
738
Apexium Financial
Texas
$384K
EP
739
Eudaimonia Partners
Tennessee
$383K -$28.2K -512 -7%
FWP
740
FAS Wealth Partners
Kansas
$381K +$2.98K +54 +0.8%
LNB
741
Ledyard National Bank
$380K
BRM
742
Boston Research & Management
Massachusetts
$378K +$366K +6,644 New
WDL
743
Well Done LLC
Michigan
$375K -$18.2K -331 -5%
AOWM
744
Alpha Omega Wealth Management
Virginia
$373K
MNBTD
745
Moody National Bank Trust Division
Texas
$373K +$16.8K +304 +5%
EHAM
746
Eagle Harbor Asset Management
Washington
$373K -$177K -3,218 -33%
TSS
747
Two Sigma Securities
New York
$372K +$360K +6,539 New
SA
748
Strategic Advisors
New York
$370K -$215K -3,900 -38%
BHIA
749
Birch Hill Investment Advisors
Massachusetts
$370K
LWAM
750
Legacy Wealth Asset Management
Minnesota
$370K +$71.1K +1,289 +25%