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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1676
Austin Asset Management
Texas
$303K – – –
DWM
1677
Destination Wealth Management
California
$302K +$264K +1,739 New
C
1678
Certuity
Florida
$302K +$263K +1,737 New
TIM
1679
Tortoise Investment Management
New York
$301K +$62.8K +414 +31%
SFC
1680
Swisher Financial Concepts
Ohio
$300K – – –
IIC
1681
Integrated Investment Consultants
Michigan
$300K – – –
Nisa Investment Advisors
1682
Nisa Investment Advisors
Missouri
$299K +$159K +1,046 +156%
AFP
1683
Ausdal Financial Partners
Iowa
$299K +$22.1K +146 +9%
SHGA
1684
Sand Hill Global Advisors
California
$299K +$26.7K +176 +11%
ACM
1685
Alpha Capital Management
Texas
$299K +$33.1K +218 +15%
GWSG
1686
GPS Wealth Strategies Group
Colorado
$298K +$7.74K +51 +3%
MHC
1687
Meyer Handelman Company
New York
$296K – – –
WH
1688
Willner & Heller
California
$292K +$255K +1,683 New
FM
1689
Foster & Motley
Ohio
$292K – – –
RP
1690
Riverbridge Partners
Minnesota
$291K -$31.4K -207 -11%
PFBT
1691
Parkside Financial Bank & Trust
Missouri
$291K -$36.3K -239 -12%
CPSC
1692
Carl P. Sherr & Co
Massachusetts
$290K – – –
AT
1693
Avalon Trust
New Mexico
$289K – – –
UOTTAIMCU
1694
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$288K -$400K -2,637 -61%
WP
1695
WMS Partners
Maryland
$287K -$94.5K -623 -27%
ZIG
1696
Zuckerman Investment Group
Illinois
$287K – – –
LPT
1697
Legacy Private Trust
Wisconsin
$286K – – –
AR
1698
Apeiron RIA
Texas
$286K -$910 -6 -0.4%
EA
1699
Everpar Advisors
Oklahoma
$285K +$248K +1,638 New
SB
1700
Simmons Bank
Arkansas
$284K -$17.4K -115 -7%