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Name Holding Trade Value Shares
Change
Change in
Stake
BSA
1251
Bull Street Advisors
Georgia
$206K +$205K +3,533 New
BG
1252
Bahl & Gaynor
Ohio
$206K +$205K +3,531 New
Winslow Capital Management
1253
Winslow Capital Management
Minnesota
$206K +$205K +3,530 New
TIA
1254
Trust Investment Advisors
Indiana
$205K +$204K +3,518 New
WP
1255
WealthSpring Partners
California
$205K +$204K +3,512 New
PP
1256
Patron Partners
Texas
$205K +$203K +3,509 New
QC
1257
Quaero Capital
Switzerland
$204K +$203K +3,500 New
SCM
1258
SKBA Capital Management
California
$203K +$202K +3,490 New
CIP
1259
Convergence Investment Partners
Florida
$203K +$202K +3,482 New
TT
1260
TI-Trust
Illinois
$202K +$201K +3,468 New
MCM
1261
Mainstay Capital Management
Michigan
$202K -$110K -1,890 -35%
Koshinski Asset Management
1262
Koshinski Asset Management
Illinois
$201K +$200K +3,448 New
TBNY
1263
Trustco Bank (New York)
New York
$200K +$199K +3,439 New
BW
1264
Bison Wealth
Georgia
$200K +$199K +3,439 New
TWM
1265
Tradition Wealth Management
Minnesota
$199K +$4.41K +76 +2%
GRP
1266
Global Retirement Partners
California
$199K +$25.5K +440 +14%
HB
1267
Horizon Bancorp
Indiana
$195K +$71.9K +1,240 +59%
FRA
1268
Front Row Advisors
California
$191K -$2.49K -43 -1%
KLWA
1269
Kelly Lawrence W & Associates
California
$188K
TCOV
1270
Trust Company of Vermont
Vermont
$184K +$55.1K +950 +43%
HCMG
1271
Howard Capital Management Group
California
$174K +$173K +2,983 New
FSWA
1272
Financial Synergies Wealth Advisors
Texas
$172K +$754 +13 +0.4%
WT
1273
Washington Trust
Rhode Island
$171K -$986 -17 -0.6%
EWA
1274
EverSource Wealth Advisors
Alabama
$163K +$18.6K +321 +13%
MPWT
1275
MassMutual Private Wealth & Trust
Connecticut
$162K +$14.1K +243 +10%