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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
326
Columbia Asset Management
Michigan
$305K
ICOA
327
Investment Centers of America
North Dakota
$300K +$296K +6,200 New
SCM
328
SOL Capital Management
Maryland
$292K
V
329
Veritable
Delaware
$286K +$30.5K +638 +12%
HIC
330
Holderness Investments Company
North Carolina
$284K +$478 +10 +0.2%
WCM
331
Weik Capital Management
Pennsylvania
$282K
CBU
332
CIBC Bank USA
Illinois
$281K -$11.8K -247 -4%
GAMC
333
Garner Asset Management Corp
Texas
$281K +$280K +5,859 New
CG
334
Caprock Group
Idaho
$281K +$281K +5,871 New
William Blair Investment Management
335
William Blair Investment Management
Illinois
$275K
CCT
336
Chemung Canal Trust
New York
$268K +$267K +5,585 New
PFPT
337
Pinnacle Financial Partners (Tennessee)
Tennessee
$268K +$267K +5,593 New
CIM
338
CIM Investment Management
Pennsylvania
$265K
YMRC
339
Yorktown Management & Research Company
Virginia
$264K
QCG
340
Quadrant Capital Group
Ohio
$264K +$18.4K +384 +7%
BSW
341
Buckingham Strategic Wealth
Missouri
$257K -$7.26K -152 -3%
DADC
342
D.A. Davidson & Co
Montana
$256K -$52.7K -1,102 -17%
SW
343
SVB Wealth
Massachusetts
$254K -$7.22K -151 -3%
CAM
344
Carret Asset Management
New York
$254K +$19.1K +400 +8%
VWM
345
Venturi Wealth Management
Texas
$247K +$246K +5,150 New
FPFS
346
First Personal Financial Services
North Carolina
$246K
PAS
347
Park Avenue Securities
New York
$245K +$243K +5,079 New
JFA
348
JNBA Financial Advisors
Minnesota
$242K
CA
349
Commerzbank Aktiengesellschaft
Germany
$240K -$64.4K -1,347 -21%
Lazard Asset Management
350
Lazard Asset Management
New York
$239K