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Name Holding Trade Value Shares
Change
Change in
Stake
SIP
1401
Stoneridge Investment Partners
Pennsylvania
$264K
CA
1402
Cornerstone Advisory
Maryland
$264K +$6.8K +105 +3%
FIM
1403
Fernwood Investment Management
Massachusetts
$261K -$32.4K -500 -11%
FCBT
1404
First Citizens Bank & Trust
North Carolina
$260K -$130K -2,000 -34%
PMG
1405
ProVise Management Group
Florida
$259K -$51.1K -789 -17%
FC
1406
Financial Consulate
Maryland
$258K
TCB
1407
Texas Capital Bancshares
Texas
$258K
SIM
1408
SSI Investment Management
California
$257K -$21.4K -331 -8%
SC
1409
Savant Capital
Illinois
$256K -$11.3K -174 -4%
CCA
1410
Conservest Capital Advisors
Pennsylvania
$255K
GP
1411
Greenline Partners
New York
$255K +$246K +3,790 New
BTNA
1412
Bremer Trust National Association
Minnesota
$254K -$122K -1,885 -33%
FNFDCM
1413
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$253K
LOAMS
1414
Lombard Odier Asset Management (Switzerland)
Switzerland
$253K
NCM
1415
Novare Capital Management
North Carolina
$252K -$2.9M -44,764 -92%
FI
1416
FormulaFolio Investments
Michigan
$251K -$6.35K -98 -3%
AWA
1417
ARS Wealth Advisors
Florida
$251K +$242K +3,728 New
GTAM
1418
Global Trust Asset Management
Florida
$248K +$238K +3,675 New
SIC
1419
Shoker Investment Counsel
Ohio
$247K -$48.7K -752 -17%
1WA
1420
180 Wealth Advisors
Washington
$245K +$236K +3,635 New
SCP
1421
Syntal Capital Partners
Texas
$244K +$235K +3,633 New
MC
1422
Montag & Caldwell
Georgia
$243K
CHA
1423
Carmichael Hill & Associates
Maryland
$243K +$234K +3,607 New
QC
1424
QCM Cayman
Texas
$242K -$118K -1,826 -34%
WA
1425
WBH Advisory
Maryland
$242K -$99.5K -1,536 -30%