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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
301
Columbia Asset Management
Michigan
$532K +$37.2K +1,600 +7%
CB
302
Commerce Bank
Missouri
$512K +$67.3K +2,897 +14%
NIT
303
NumerixS Investment Technologies
British Columbia, Canada
$512K +$388K +16,700 +265%
PAS
304
Park Avenue Securities
New York
$489K +$18.9K +812 +4%
BEAM
305
Baker Ellis Asset Management
Washington
$484K +$11.6K +500 +2%
WIA
306
Wealthstreet Investment Advisors
Texas
$481K -$4.65K -200 -0.9%
CBU
307
CIBC Bank USA
Illinois
$480K -$604 -26 -0.1%
CS
308
Comerica Securities
Michigan
$471K +$5.58K +240 +1%
WAM
309
Wealthspire Advisors (Maryland)
Maryland
$464K -$29.3K -1,259 -6%
DTL
310
Dynamic Technology Lab
Singapore
$458K -$148K -6,354 -23%
JWS
311
Juncture Wealth Strategies
Arizona
$454K -$58.1K -2,500 -11%
SWP
312
Stratos Wealth Partners
Ohio
$453K -$51.9K -2,234 -10%
CAN
313
Cetera Advisor Networks
California
$448K +$484K +20,820 New
PFSC
314
Peoples Financial Services Corp
Pennsylvania
$447K -$2.32K -100 -0.5%
AF
315
Allworth Financial
California
$445K -$4.16K -179 -0.9%
AAIM
316
American Assets Investment Management
California
$445K +$465K +20,000 New
RHBC
317
R.H. Bluestein & Co
Michigan
$434K
ACH
318
ArrowMark Colorado Holdings
Colorado
$433K -$23.2K -1,000 -5%
GAM
319
Griffin Asset Management
New York
$427K +$457K +19,679 New
SB
320
Simmons Bank
Arkansas
$424K +$208K +8,940 +84%
Cerity Partners
321
Cerity Partners
New York
$419K -$51.4K -2,212 -10%
MCIM
322
Meadow Creek Investment Management
Georgia
$416K
BFIM
323
Beese Fulmer Investment Management
Ohio
$413K -$32.8K -1,413 -7%
CCM
324
Compton Capital Management
Rhode Island
$412K -$34.1K -1,467 -7%
AAM
325
American Asset Management
Florida
$412K +$50K +2,150 +13%