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Name Holding Trade Value Shares
Change
Change in
Stake
RTS
1401
Round Table Services
New Jersey
$265K +$255K +3,931 New
SIP
1402
Stoneridge Investment Partners
Pennsylvania
$264K – – –
CA
1403
Cornerstone Advisory
Maryland
$264K +$6.8K +105 +3%
FIM
1404
Fernwood Investment Management
Massachusetts
$261K -$32.4K -500 -11%
FCBT
1405
First Citizens Bank & Trust
North Carolina
$260K -$130K -2,000 -34%
PMG
1406
ProVise Management Group
Florida
$259K -$51.1K -789 -17%
FC
1407
Financial Consulate
Maryland
$258K – – –
TCB
1408
Texas Capital Bancshares
Texas
$258K – – –
SIM
1409
SSI Investment Management
California
$257K -$21.4K -331 -8%
SC
1410
Savant Capital
Illinois
$256K -$11.3K -174 -4%
CCA
1411
Conservest Capital Advisors
Pennsylvania
$255K – – –
GP
1412
Greenline Partners
New York
$255K +$246K +3,790 New
BTNA
1413
Bremer Trust National Association
Minnesota
$254K -$122K -1,885 -33%
FNFDCM
1414
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$253K – – –
LOAMS
1415
Lombard Odier Asset Management (Switzerland)
Switzerland
$253K – – –
NCM
1416
Novare Capital Management
North Carolina
$252K -$2.9M -44,764 -92%
FI
1417
FormulaFolio Investments
Michigan
$251K -$6.35K -98 -3%
AWA
1418
ARS Wealth Advisors
Florida
$251K +$242K +3,728 New
GTAM
1419
Global Trust Asset Management
Florida
$248K +$238K +3,675 New
SIC
1420
Shoker Investment Counsel
Ohio
$247K -$48.7K -752 -17%
1WA
1421
180 Wealth Advisors
Washington
$245K +$236K +3,635 New
SCP
1422
Syntal Capital Partners
Texas
$244K +$235K +3,633 New
MC
1423
Montag & Caldwell
Georgia
$243K – – –
CHA
1424
Carmichael Hill & Associates
Maryland
$243K +$234K +3,607 New
QC
1425
QCM Cayman
Texas
$242K -$118K -1,826 -34%