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Name Holding Trade Value Shares
Change
Change in
Stake
KAM
1451
Keeley Asset Management
Illinois
$212K -$13K -169 -6%
WIA
1452
Westbourne Investment Advisors
Maryland
$212K +$205K +2,675 New
CCM
1453
Copeland Capital Management
Pennsylvania
$209K +$203K +2,645 New
BC
1454
Brookfield Corp
Ontario, Canada
$207K +$30.7K +400 +18%
WSC
1455
Wellington Shields & Co
New York
$206K +$199K +2,600 New
TFCP
1456
Twin Focus Capital Partners
Massachusetts
$206K +$200K +2,607 New
TFF
1457
The Family Firm
Maryland
$206K +$200K +2,609 New
SGAM
1458
Steinberg Global Asset Management
Florida
$206K +$200K +2,610 New
WI
1459
Wedgewood Investors
Pennsylvania
$206K +$200K +2,610 New
HCC
1460
Hirtle Callaghan & Co
Pennsylvania
$203K -$7.67K -100 -4%
VNA
1461
Valley National Advisers
Pennsylvania
$203K -$5.67K -74 -3%
SAM
1462
SignalPoint Asset Management
Missouri
$203K +$197K +2,569 New
TW
1463
Transform Wealth
Colorado
$203K +$197K +2,571 New
SFG
1464
SevenBridge Financial Group
Pennsylvania
$201K -$3.9M -50,925 -95%
HCM
1465
Highlander Capital Management
New Jersey
$194K – – –
BL
1466
Balentine LLC
Georgia
$186K +$24.5K +320 +16%
KF
1467
Krilogy Financial
Missouri
$184K – – –
LWM
1468
Lenox Wealth Management
Ohio
$183K +$12.6K +165 +8%
KPCM
1469
Kings Point Capital Management
New York
$182K – – –
LOCC
1470
Lombard Odier & Cie (Canada)
Quebec, Canada
$182K – – –
SC
1471
Skylands Capital
Wisconsin
$181K +$176K +2,290 New
FPFS
1472
First Personal Financial Services
North Carolina
$170K +$134K +1,744 +436%
NCMG
1473
NCM Capital Management Group
North Carolina
$166K +$57.5K +750 +56%
CAW
1474
Cornerstone Advisors (Washington)
Washington
$165K +$29.9K +390 +23%
JFA
1475
JNBA Financial Advisors
Minnesota
$164K -$3.83K -50 -2%