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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
301
Shufro Rose & Co
New York
$288K – – –
KeyBank National Association
302
KeyBank National Association
Ohio
$283K -$27.6K -700 -9%
SWM
303
SeaCrest Wealth Management
New York
$281K +$19.7K +500 +8%
DADC
304
D.A. Davidson & Co
Montana
$272K +$9.09K +231 +4%
FLAM
305
First Light Asset Management
Minnesota
$269K – – –
ECM
306
Evergreen Capital Management
Washington
$267K -$15.3K -389 -6%
MCM
307
MAI Capital Management
Ohio
$267K +$62.8K +1,594 +31%
EAM
308
Eagle Asset Management
Florida
$265K +$15.4K +392 +6%
PAS
309
Park Avenue Securities
New York
$265K +$261K +6,617 New
CAM
310
Cozad Asset Management
Illinois
$263K +$259K +6,584 New
William Blair & Company
311
William Blair & Company
Illinois
$260K -$145K -3,672 -36%
AP
312
Advisor Partners
California
$260K +$49K +1,245 +24%
IWM
313
IHT Wealth Management
Illinois
$256K +$85.3K +2,166 +51%
ASN
314
Advisory Services Network
Georgia
$252K -$59.7K -1,517 -21%
EWF
315
Epstein & White Financial
California
$250K -$19.5K -495 -7%
CAM
316
Columbia Asset Management
Michigan
$250K -$4.72K -120 -2%
RIL
317
Rothschild Investment LLC
Illinois
$249K -$11.1K -283 -4%
RTS
318
Round Table Services
New Jersey
$244K +$240K +6,100 New
FTIOP
319
Fiduciary Trust International of Pennsylvania
Pennsylvania
$243K -$13.8K -350 -5%
HNB
320
Huntington National Bank
Ohio
$242K +$47.3K +1,202 +25%
NA
321
NewEdge Advisors
Louisiana
$239K +$34.5K +877 +17%
CBU
322
CIBC Bank USA
Illinois
$237K +$30.1K +765 +15%
MAA
323
Mraz Amerine & Associates
California
$237K +$233K +5,921 New
GAMC
324
Garner Asset Management Corp
Texas
$234K – – –
PFPT
325
Pinnacle Financial Partners (Tennessee)
Tennessee
$233K – – –