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Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
1051
Jupiter Asset Management
United Kingdom
$209K +$232K +1,550 New
CFA
1052
Carroll Financial Associates
North Carolina
$208K +$22.5K +150 +11%
CAS
1053
Cascadia Advisory Services
Oregon
$207K – – –
WT
1054
Whittier Trust
California
$207K +$12K +80 +6%
GWM
1055
Gray Wealth Management
Maine
$206K +$3K +20 +1%
CCM
1056
Cribstone Capital Management
Maine
$205K – – –
NIM
1057
NuWave Investment Management
New Jersey
$205K +$226K +1,510 New
MCM
1058
Marathon Capital Management
Maryland
$204K – – –
TWM
1059
Titus Wealth Management
California
$204K +$226K +1,510 New
HWA
1060
HHM Wealth Advisors
Tennessee
$203K -$83.9K -560 -27%
CCG
1061
Chatham Capital Group
Georgia
$203K -$33K -220 -13%
SC
1062
Saturna Capital
Washington
$203K – – –
STB
1063
S&T Bank
Pennsylvania
$203K – – –
HIC
1064
Holderness Investments Company
North Carolina
$203K +$10.5K +70 +5%
EL
1065
Essex LLC
Illinois
$203K +$225K +1,500 New
MPCG
1066
Matrix Private Capital Group
New York
$203K +$225K +1,500 New
WC
1067
Whitney & Co
New York
$202K -$3K -20 -1%
SG
1068
Strid Group
Pennsylvania
$201K – – –
LA
1069
LVW Advisors
New York
$201K +$222K +1,480 New
FFA
1070
Founders Financial Alliance
North Carolina
$200K -$337K -2,250 -60%
ADL
1071
Asset Dedication LLC
California
$195K +$39K +260 +22%
SBL
1072
Sargent Bickham Lagudis
Colorado
$191K -$1.5K -10 -0.7%
TIM
1073
Tortoise Investment Management
New York
$190K – – –
SWM
1074
Selective Wealth Management
Virginia
$190K +$172K +1,150 +460%
TPCW
1075
TD Private Client Wealth
New York
$186K -$5.99K -40 -3%
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