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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
876
Cordatus Wealth Management
Pennsylvania
$354K +$412K +5,352 New
CFA
877
Carroll Financial Associates
North Carolina
$350K -$7.54K -98 -2%
CIC
878
Carnegie Investment Counsel
Ohio
$348K -$23.9K -311 -6%
GD
879
Grandfield & Dodd
New York
$345K – – –
PL
880
Perpetual Ltd
Australia
$344K – – –
HFS
881
HL Financial Services
Kentucky
$343K -$132K -1,713 -25%
LOAME
882
Lombard Odier Asset Management (Europe)
United Kingdom
$343K – – –
DAS
883
Dynamic Advisor Solutions
Arizona
$342K -$1K -13 -0.3%
BAM
884
Berkshire Asset Management
Pennsylvania
$342K +$4.16K +54 +1%
WA
885
Whitebox Advisors
Minnesota
$341K +$397K +5,158 New
CB
886
Community Bank
New York
$334K -$3.85K -50 -1%
CTA
887
Chesley Taft & Associates
Illinois
$333K +$23.1K +300 +6%
CIAS
888
Capital Investment Advisory Services
North Carolina
$333K +$98.7K +1,283 +34%
VAS
889
Valicenti Advisory Services
New York
$332K -$3.85K -50 -1%
SOAMC
890
Spirit of America Management Corp
New York
$330K – – –
HT
891
Heritage Trust
Oklahoma
$330K +$38.1K +495 +11%
CFA
892
Cahill Financial Advisors
Minnesota
$330K +$41.5K +539 +12%
LB
893
Legacy Bridge
Iowa
$330K +$384K +4,990 New
FAIM
894
Financial Advocates Investment Management
Washington
$329K +$39.2K +510 +11%
SRC
895
Shufro Rose & Co
New York
$327K – – –
IFS
896
Ifrah Financial Services
Arkansas
$327K +$101K +1,315 +36%
RIM
897
Rampart Investment Management
Connecticut
$326K -$253K -3,288 -40%
FNT
898
First Nebraska Trust
Nebraska
$325K – – –
CCG
899
Ceeto Capital Group
Florida
$324K +$377K +4,900 New
LWS
900
Lucia Wealth Services
California
$323K -$292K -3,793 -44%