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Name Holding Trade Value Shares
Change
Change in
Stake
AP
701
Atwood & Palmer
Missouri
$247K
TIM
702
Tortoise Investment Management
New York
$244K +$263K +3,250 New
1SB
703
1ST Source Bank
Indiana
$243K
PPWM
704
PFG Private Wealth Management
Florida
$243K +$6.63K +82 +3%
RCG
705
Regatta Capital Group
California
$243K +$261K +3,230 New
LWM
706
Liberty Wealth Management
California
$243K +$262K +3,240 New
CWS
707
Confluence Wealth Services
Pennsylvania
$242K -$162K -2,000 -38%
RPC
708
Rossmore Private Capital
Connecticut
$241K
MPW
709
MGO Private Wealth
California
$240K +$259K +3,200 New
BC
710
Burleson & Co
California
$235K
PIA
711
Pinion Investment Advisors
Kansas
$235K +$1.78K +22 +0.7%
JCM
712
Jacobi Capital Management
Pennsylvania
$234K -$22.5K -278 -8%
FIB
713
First Interstate Bank
Montana
$234K +$35.1K +434 +16%
HCM
714
Hodges Capital Management
Texas
$232K
JC
715
Jacobs & Co
California
$232K
NERM
716
New England Research & Management
Illinois
$232K +$251K +3,100 New
CWS
717
Cypress Wealth Services
California
$231K
KW
718
KWB Wealth
California
$230K
SI
719
SimpliFi Inc
California
$229K +$1.78K +22 +0.7%
ACM
720
Advisors Capital Management
New Jersey
$228K +$12.1K +150 +5%
KC
721
Kepos Capital
New York
$227K -$136K -1,684 -36%
Members Trust
722
Members Trust
Florida
$226K
SLG
723
Stanley-Laman Group
Pennsylvania
$226K
CG
724
Cutler Group
California
$226K +$118K +1,458 +93%
CCC
725
Chelsea Counsel Company
California
$225K