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Name Holding Trade Value Shares
Change
Change in
Stake
MC
551
Miles Capital
Iowa
$251K +$239K +3,650 New
PP
552
Patten & Patten
Tennessee
$250K
S
553
SignatureFD
Georgia
$250K +$12.1K +184 +5%
FBT
554
First Bankers Trust
Kentucky
$249K
WWM
555
Western Wealth Management
Colorado
$249K +$239K +3,638 New
DAS
556
Dynamic Advisor Solutions
Arizona
$248K +$237K +3,606 New
SC
557
Savant Capital
Illinois
$242K +$3.28K +50 +1%
DC
558
DeDora Capital
California
$241K +$1.71K +26 +0.7%
WP
559
WealthSource Partners
California
$240K +$229K +3,492 New
QI
560
Qtron Investments
Massachusetts
$240K +$229K +3,494 New
MAFM
561
Mid Atlantic Financial Management
Pennsylvania
$234K -$3.15K -48 -1%
MJRIC
562
Mogy Joel R Investment Counsel
California
$234K
TCOV
563
Trust Company of Vermont
Vermont
$234K
OAM
564
Oak Asset Management
California
$232K +$216K +3,298 New
JC
565
Jacobs & Co
California
$230K +$220K +3,356 New
PL
566
Plancorp LLC
Missouri
$229K -$11.4K -174 -5%
ACM
567
AlphaCrest Capital Management
New York
$225K -$366K -5,574 -63%
1SB
568
1ST Source Bank
Indiana
$223K
SI
569
Stephens Inc
Arkansas
$221K -$32.7K -498 -13%
AW
570
Alpha Windward
Massachusetts
$221K +$262 +4 +0.1%
Fiera Capital (Canada)
571
Fiera Capital (Canada)
Quebec, Canada
$220K
HCM
572
Howland Capital Management
Massachusetts
$220K
SA
573
SRH Advisors
Kansas
$220K
WF
574
Welch & Forbes
Massachusetts
$220K
PGFC
575
Peapack-Gladstone Financial Corp
New Jersey
$218K -$5.25K -80 -2%