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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
326
Freedom Investment Management
Connecticut
$256K -$83.2K -2,030 -25%
CWA
327
Cypress Wealth Advisors
California
$253K -$4.1K -100 -2%
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$248K -$1.6K -39 -0.7%
GIA
329
Granite Investment Advisors
New Hampshire
$244K -$410 -10 -0.2%
FLAM
330
First Light Asset Management
Minnesota
$238K – – –
OIA
331
Optimum Investment Advisors
Illinois
$238K +$8.2K +200 +4%
HIC
332
Holderness Investments Company
North Carolina
$234K -$24.7K -602 -10%
HIMCH
333
Hartford Investment Management Co (HIMCO)
Connecticut
$233K – – –
RCAG
334
Rehmann Capital Advisory Group
Michigan
$233K +$1.07K +26 +0.5%
MC
335
Moors & Cabot
Massachusetts
$231K -$5.13K -125 -2%
YMRC
336
Yorktown Management & Research Company
Virginia
$230K – – –
JIC
337
Johnson Investment Counsel
Ohio
$228K -$142K -3,463 -39%
DADC
338
D.A. Davidson & Co
Montana
$227K +$23K +562 +11%
AIIMS
339
Analyst IMS Investment Management Services
Israel
$223K -$9.43K -230 -4%
ACP
340
Ashfield Capital Partners
California
$223K +$9.96K +243 +5%
CAM
341
Carret Asset Management
New York
$222K – – –
FHA
342
First Horizon Advisors
Tennessee
$222K +$205 +5 +0.1%
WCM
343
Weik Capital Management
Pennsylvania
$222K +$217K +5,295 New
CG
344
Colony Group
Massachusetts
$221K – – –
CS
345
Credential Securities
$214K -$236K -5,756 -53%
HPBT
346
High Point Bank & Trust
North Carolina
$209K – – –
HNB
347
Huntington National Bank
Ohio
$208K -$39.9K -974 -16%
MWM
348
Mission Wealth Management
California
$208K -$11.5K -280 -5%
AHB
349
Abner Herrman & Brock
New Jersey
$205K -$17.6K -430 -8%
BFS
350
Bradley Foster & Sargent
Connecticut
$205K +$200K +4,887 New