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Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
551
Schneider Downs Wealth Management Advisors
Pennsylvania
$321K
IB
552
Intrust Bank
Kansas
$320K -$52K -455 -15%
FM
553
Family Management
New York
$319K +$304K +2,660 New
DA
554
Dash Acquisitions
California
$316K
NERM
555
New England Research & Management
Illinois
$312K
ASN
556
Advisory Services Network
Georgia
$312K +$296K +2,596 New
SAM
557
Strategy Asset Managers
California
$309K +$14K +123 +5%
KS
558
Karpas Strategies
Connecticut
$308K
PGFC
559
Peapack-Gladstone Financial Corp
New Jersey
$308K
PA
560
Profund Advisors
Maryland
$308K +$10.8K +95 +4%
AIP
561
Ameritas Investment Partners
Nebraska
$304K
ACP
562
Ashfield Capital Partners
California
$303K
HTC
563
Haverford Trust Company
Pennsylvania
$302K
LW
564
Linscomb Wealth
Texas
$300K -$4.34K -38 -1%
GIA
565
Guyasuta Investment Advisors
Pennsylvania
$300K
UFG
566
United Fire Group
Iowa
$300K
V
567
Veritable
Delaware
$296K -$457 -4 -0.2%
PAS
568
Park Avenue Securities
New York
$294K +$18K +158 +7%
FP
569
Foundry Partners
Minnesota
$292K
PCM
570
Prelude Capital Management
New York
$289K +$275K +2,406 New
SIM
571
Sterling Investment Management
Arizona
$285K -$186K -1,625 -41%
EIP
572
Ellis Investment Partners
Pennsylvania
$284K -$216K -1,895 -44%
PGIM
573
Pacific Global Investment Management
California
$284K +$114 +1 +0%
SWA
574
SFMG Wealth Advisors
Texas
$284K +$48.3K +423 +22%
ST
575
Smithfield Trust
Pennsylvania
$283K +$75.9K +665 +39%