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Name Holding Trade Value Shares
Change
Change in
Stake
WF
876
WoodTrust Financial
Wisconsin
$342K
CWM
877
Confluence Wealth Management
Oregon
$341K +$6.27K +87 +2%
BRWM
878
B. Riley Wealth Management
Tennessee
$341K +$335K +4,651 New
PCMC
879
Paragon Capital Management (Colorado)
Colorado
$340K
VAM
880
Visionary Asset Management
Texas
$337K -$4.25K -59 -1%
MMHP
881
Murphy Middleton Hinkle & Parker
Georgia
$337K +$144 +2 +0%
MMPW
882
Mitchell McLeod Pugh & Williams
Alabama
$337K +$8.93K +124 +3%
PA
883
Pinnacle Associates
New York
$337K +$24.6K +342 +8%
HFM
884
Harvest Fund Management
China
$335K +$300K +4,167 +1,011%
RMDI
885
R.M. Davis Inc
Maine
$333K -$21.6K -300 -6%
NQWM
886
Northwest Quadrant Wealth Management
Oregon
$333K -$5.76K -80 -2%
WP
887
WMS Partners
Maryland
$331K -$5.76K -80 -2%
MGIA
888
Moneta Group Investment Advisors
Missouri
$328K -$12K -167 -4%
LS
889
Livforsakringsbolaget Skandia
Sweden
$324K -$324K -4,500 -50%
PM
890
Parametrica Management
Hong Kong
$323K +$317K +4,403 New
ISL
891
Ingalls & Snyder LLC
New York
$322K -$14.4K -200 -4%
BWM
892
BerganKDV Wealth Management
Minnesota
$321K -$1.76M -24,485 -85%
GAG
893
GM Advisory Group
New York
$321K
SCM
894
Schnieders Capital Management
California
$320K +$18.5K +257 +6%
DCM
895
Dupont Capital Management
Delaware
$318K -$1.59M -22,031 -84%
LSAG
896
Lake Street Advisors Group
New Hampshire
$317K -$15.8K -219 -5%
AWM
897
Aevitas Wealth Management
Massachusetts
$317K -$14.2K -197 -4%
PA
898
Parallel Advisors
California
$317K +$6.99K +97 +2%
VV
899
Verity & Verity
South Carolina
$316K -$21.1K -293 -6%
BW
900
Bison Wealth
Georgia
$315K +$51.7K +718 +20%