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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
351
CKW Financial Group
Hawaii
$154K
KLWA
352
Kelly Lawrence W & Associates
California
$152K -$6.47K -150 -4%
RIA
353
Realta Investment Advisors
Delaware
$152K +$1.94K +45 +1%
JCM
354
Jacobi Capital Management
Pennsylvania
$150K +$3.75K +87 +3%
QCMC
355
Quantum Capital Management (California)
California
$141K +$131K +3,045 New
William Blair & Company
356
William Blair & Company
Illinois
$135K +$35.2K +817 +39%
PCG
357
Private Capital Group
Connecticut
$135K +$52.8K +1,224 +72%
FANJ
358
Financial Architects (New Jersey)
New Jersey
$128K
GWM
359
Geneos Wealth Management
Colorado
$124K +$1.73K +40 +2%
IA
360
IFP Advisors
Florida
$121K +$115K +2,659 New
Mitsubishi UFJ Asset Management
361
Mitsubishi UFJ Asset Management
Japan
$120K +$17K +394 +18%
SF
362
Synovus Financial
Georgia
$114K -$1.73K -40 -2%
WT
363
Whittier Trust
California
$114K +$75.5K +1,750 +246%
FPFS
364
First Personal Financial Services
North Carolina
$110K -$8.63K -200 -8%
VCM
365
Vigilant Capital Management
Maine
$110K -$8.63K -200 -8%
GRP
366
Global Retirement Partners
California
$110K +$1.6K +37 +2%
BIMC
367
Benson Investment Management Company
Virginia
$108K
WHG
368
Westwood Holdings Group
Texas
$105K -$30.2K -700 -24%
SIAS
369
Shine Investment Advisory Services
Colorado
$101K +$2.89K +67 +3%
DP
370
Denver PWM
Colorado
$95.9K +$90.4K +2,097 New
PK
371
Pflug Koory
Nebraska
$94K
ZB
372
Zions Bancorporation
Utah
$94K +$8.71K +202 +11%
WCM
373
Whitener Capital Management
North Carolina
$92K -$431 -10 -0.5%
NIT
374
NumerixS Investment Technologies
British Columbia, Canada
$88K -$427K -9,900 -84%
BC
375
Bartlett & Co
Ohio
$84K +$78.2K +1,813 New