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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2051
Perigon Wealth Management
California
$293K +$109K +4,350 +56%
LB
2052
Landmark Bank
Missouri
$293K +$303K +12,083 New
CCA
2053
Clearwater Capital Advisors
Illinois
$292K -$33.3K -1,328 -10%
FAM
2054
Fenimore Asset Management
New York
$292K -$15.1K -602 -5%
AF
2055
Affiance Financial
Minnesota
$292K +$5.12K +204 +2%
SCM
2056
Silvant Capital Management
Georgia
$292K +$42.3K +1,687 +16%
MFW
2057
Meristem Family Wealth
Minnesota
$291K +$34.5K +1,373 +13%
CHP
2058
Cable Hill Partners
Oregon
$288K +$8.84K +352 +3%
IOOF
2059
Independent Order of Foresters
Ontario, Canada
$288K +$46.9K +1,867 +19%
PCM
2060
Palisade Capital Management
New Jersey
$287K -$36.6K -1,457 -11%
Aristotle Capital Management
2061
Aristotle Capital Management
California
$286K
SFM
2062
Signature Financial Management
Virginia
$286K +$34.4K +1,369 +13%
HIIFS
2063
Harel Insurance Investments & Financial Services
Israel
$284K -$34.5K -1,374 -10%
BWM
2064
Baystate Wealth Management
Massachusetts
$284K +$84.3K +3,360 +40%
PFGIA
2065
Patriot Financial Group Insurance Agency
Massachusetts
$283K -$525K -20,925 -64%
BWAM
2066
Boyd Watterson Asset Management
Ohio
$283K -$14.4K -572 -5%
ECAM
2067
East Coast Asset Management
Massachusetts
$283K -$10.9K -435 -4%
WP
2068
WealthShield Partners
North Carolina
$283K +$3.51M +139,965 New
HCIA
2069
Hochman Cole Investment Advisors
Illinois
$282K -$10.5K -420 -3%
ACM
2070
Ashford Capital Management
Delaware
$282K
SBL
2071
Sargent Bickham Lagudis
Colorado
$281K +$3.01K +120 +1%
QAM
2072
Quantres Asset Management
Cayman Islands
$279K +$289K +11,519 New
ACM
2073
Armbruster Capital Management
New York
$277K -$24.6K -981 -8%
ICM
2074
IMS Capital Management
Oregon
$277K -$13.2K -525 -4%
WCM
2075
Wedge Capital Management
North Carolina
$276K +$63.6K +2,535 +29%