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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
376
Stanford Investment Group
California
$311K – – –
DSAM
377
Dock Street Asset Management
Florida
$310K – – –
Chevy Chase Trust
378
Chevy Chase Trust
Maryland
$309K – – –
RCAG
379
Rehmann Capital Advisory Group
Michigan
$309K +$63.7K +4,845 +32%
AWE
380
Avidian Wealth Enterprises
Texas
$298K +$76K +5,775 +42%
WP
381
WMS Partners
Maryland
$295K +$9.87K +750 +4%
EFS
382
Essex Financial Services
Connecticut
$290K +$67.5K +5,130 +37%
CG
383
Caprock Group
Idaho
$283K +$243K +18,465 New
CIC
384
Carnegie Investment Counsel
Ohio
$281K +$242K +18,375 New
PG
385
Proffitt & Goodson
Tennessee
$278K +$239K +18,150 New
CCM
386
Coldstream Capital Management
Washington
$276K -$1.38K -105 -0.6%
PCMM
387
Private Capital Management (Minnesota)
Minnesota
$276K +$39.5K +3,000 +20%
SGCA
388
Steel Grove Capital Advisors
Tennessee
$273K – – –
AFWA
389
Ancora Family Wealth Advisors
Ohio
$270K +$40.4K +3,075 +21%
NIMI
390
Natixis Investment Managers International
France
$268K -$98.7K -7,500 -30%
CYG
391
Clean Yield Group
Vermont
$266K +$3.95K +300 +2%
ICOA
392
Investment Centers of America
North Dakota
$265K +$228K +17,295 New
WT
393
Washington Trust
Rhode Island
$264K -$11.4K -870 -5%
GWM
394
Geneos Wealth Management
Colorado
$264K +$219K +16,680 New
LC
395
Lourd Capital
California
$262K +$789 +60 +0.4%
AW
396
ACG Wealth
Georgia
$261K -$1.97M -149,805 -90%
BF
397
BOK Financial
Oklahoma
$259K +$20.1K +1,530 +10%
ICAS
398
Investors Capital Advisory Services
Massachusetts
$257K -$80.7K -6,135 -27%
CHP
399
Cable Hill Partners
Oregon
$257K – – –
BJL
400
Brighton Jones LLC
Washington
$257K +$220K +16,755 New