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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
701
Financial Architects (New Jersey)
New Jersey
$247K +$10.6K +200 +5%
CSIC
702
Clifford Swan Investment Counsel
California
$247K +$225K +4,250 New
SYBT
703
Stock Yards Bank & Trust
Kentucky
$245K +$224K +4,225 New
CAG
704
Csenge Advisory Group
Florida
$234K +$213K +4,019 New
GAM
705
Griffin Asset Management
New York
$234K +$213K +4,021 New
FCM
706
Fairbanks Capital Management
California
$233K -$37.4K -706 -15%
FNT
707
First Nebraska Trust
Nebraska
$232K +$212K +4,000 New
ECM
708
Evergreen Capital Management
Washington
$232K -$41.5K -783 -16%
CRC
709
Curi RMB Capital
Illinois
$232K +$211K +3,985 New
AWM
710
Altium Wealth Management
New York
$232K +$212K +3,990 New
LCAM
711
London & Capital Asset Management
United Kingdom
$231K +$211K +3,972 New
SVWAG
712
Sound View Wealth Advisors Group
Georgia
$230K -$32.3K -609 -13%
CMBA
713
C.M. Bidwell & Associates
Hawaii
$228K +$208K +3,920 New
B
714
Bellecapital
Switzerland
$228K +$208K +3,930 New
TC
715
Truvestments Capital
Florida
$227K
PWM
716
Paulson Wealth Management
Illinois
$227K +$206K +3,881 New
SGK
717
Steigerwald Gordon & Koch
Virginia
$227K +$207K +3,901 New
Chevy Chase Trust
718
Chevy Chase Trust
Maryland
$226K +$207K +3,897 New
CWM
719
Calamos Wealth Management
Illinois
$223K +$204K +3,842 New
SMFS
720
Squar Milner Financial Services
California
$222K -$252K -4,742 -55%
CWM
721
Cornerstone Wealth Management
Missouri
$217K +$198K +3,738 New
SWP
722
Stratos Wealth Partners
Ohio
$215K +$197K +3,707 New
VFA
723
Voya Financial Advisors
Connecticut
$213K +$196K +3,688 New
WPP
724
Whalerock Point Partners
Rhode Island
$209K +$191K +3,600 New
MSR
725
Main Street Research
Connecticut
$208K +$190K +3,576 New