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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1026
Tocqueville Asset Management
New York
$268K +$201K +3,720 New
WP
1027
WMS Partners
Maryland
$266K +$200K +3,690 New
AWM
1028
Avior Wealth Management
Nebraska
$265K +$28.4K +525 +17%
NDSI
1029
Newman Dignan & Sheerar Inc
Rhode Island
$265K +$144K +2,670 New
RP
1030
Rice Partnership
Hawaii
$265K +$199K +3,675 New
RG
1031
Rikoon Group
New Mexico
$265K +$199K +3,675 New
VA
1032
Valmark Advisers
Ohio
$265K +$199K +3,675 New
AFA
1033
American Financial Advisors
Georgia
$264K +$152K +2,805 New
SCA
1034
Stonebridge Capital Advisors
Minnesota
$263K
MA
1035
MONECO Advisors
Connecticut
$263K +$198K +3,660 New
BL
1036
Balentine LLC
Georgia
$261K -$4.06K -75 -2%
BMCM
1037
Bryn Mawr Capital Management
Pennsylvania
$261K +$196K +3,630 New
PFGIA
1038
Patriot Financial Group Insurance Agency
Massachusetts
$260K +$8.12K +150 +4%
TIM
1039
Thompson Investment Management
Wisconsin
$260K +$196K +3,615 New
OCAM
1040
Onex Canada Asset Management
Ontario, Canada
$259K +$195K +3,600 New
KFA
1041
Kelleher Financial Advisors
New York
$258K +$194K +3,585 New
SFSIG
1042
San Francisco Sentry Investment Group
California
$257K +$23.5K +435 +14%
GAMC
1043
Garner Asset Management Corp
Texas
$257K +$193K +3,570 New
PMFA
1044
Plante Moran Financial Advisors
Michigan
$256K +$115K +2,130 +149%
AA
1045
Altman Advisors
Illinois
$255K +$192K +3,540 New
PWA
1046
Physician Wealth Advisors
Utah
$253K +$144K +2,670 New
BRG
1047
Bay Rivers Group
Virginia
$253K +$190K +3,510 New
FT
1048
Fiduciary Trust
Massachusetts
$253K +$190K +3,510 New
FHB
1049
First Hawaiian Bank
Hawaii
$253K +$190K +3,510 New
APW
1050
Aurora Private Wealth
New Jersey
$252K -$458K -8,475 -71%