Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
1601
Garner Asset Management Corp
Texas
$1.01M -$82K -410 -10%
RCM
1602
RNC Capital Management
California
$1.01M – – –
SGI
1603
Summit Global Investments
Utah
$1.01M +$62.6K +313 +9%
EC
1604
EdgeRock Capital
Colorado
$1.01M -$128K -639 -14%
HCM
1605
Howland Capital Management
Massachusetts
$1M -$111K -556 -13%
ADL
1606
Asset Dedication LLC
California
$1M -$8.4K -42 -1%
ARMT
1607
Amica Retiree Medical Trust
Rhode Island
$1M -$343K -1,713 -31%
ST
1608
Somerset Trust
Pennsylvania
$1M +$764K +3,822 New
HP
1609
Hilltop Partners
Indiana
$994K +$22.8K +114 +3%
OPW
1610
Oxler Private Wealth
New York
$993K – – –
FSA
1611
Fort Sheridan Advisors
Illinois
$991K -$8.2K -41 -1%
PFWA
1612
Paces Ferry Wealth Advisors
Georgia
$991K +$30.2K +151 +4%
AO
1613
Advisor OS
Illinois
$988K +$755K +3,776 New
SBH
1614
Segall Bryant & Hamill
Illinois
$978K -$49K -245 -6%
AWM
1615
Aspire Wealth Management
Massachusetts
$976K +$800 +4 +0.1%
TA
1616
TrueWealth Advisors
Alabama
$975K – – –
EWM
1617
Endurance Wealth Management
Rhode Island
$974K +$45K +225 +6%
TIM
1618
Thompson Investment Management
Wisconsin
$971K – – –
Kayne Anderson Rudnick Investment Management
1619
Kayne Anderson Rudnick Investment Management
California
$969K +$44.4K +222 +6%
BG
1620
Bahl & Gaynor
Ohio
$969K -$600 -3 -0.1%
WSCM
1621
Wellington Shields Capital Management
New York
$967K +$156K +778 +27%
B
1622
BetterWealth
California
$967K – – –
OAC
1623
OMERS Administration Corp
Ontario, Canada
$965K – – –
WAS
1624
Winch Advisory Services
Wisconsin
$965K +$23.2K +116 +3%
OL
1625
Owen LaRue
Kentucky
$963K -$929K -4,647 -57%