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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$261K – – –
BWM
552
BlackDiamond Wealth Management
New York
$261K +$81.2K +847 +38%
CG
553
Caprock Group
Idaho
$260K -$64.8K -676 -18%
BS
554
Boenning & Scattergood
Pennsylvania
$260K -$21.6K -225 -7%
RWM
555
Ritholtz Wealth Management
New York
$260K +$671 +7 +0.2%
CGL
556
Clarius Group LLC
Washington
$257K – – –
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$257K +$133K +1,384 +85%
DSC
558
Duncker Streett & Co
Missouri
$256K – – –
I
559
IMPACTfolio
Colorado
$256K +$41.4K +432 +17%
HPWA
560
Hall Private Wealth Advisors
North Carolina
$253K +$285K +2,972 New
EFSCE
561
Enterprise Financial Services Corp (EFSC)
Missouri
$250K -$6.9K -72 -2%
KA
562
Keene & Associates
Texas
$250K +$92.9K +970 +49%
Members Trust
563
Members Trust
Florida
$247K – – –
LGF
564
LGT Group Foundation
Liechtenstein
$244K -$13.1M -136,535 -98%
IRF
565
IBM Retirement Fund
New York
$244K -$11.1K -116 -4%
MGP
566
Metis Global Partners
California
$244K +$274K +2,856 New
DA
567
Duality Advisers
Florida
$244K +$275K +2,867 New
VI
568
Vestcor Inc
New Brunswick, Canada
$243K +$60.3K +629 +28%
LJAC
569
L.J. Altfest & Co
New York
$237K +$266K +2,778 New
AIP
570
Almanack Investment Partners
Pennsylvania
$234K -$8.34K -87 -3%
BHIA
571
Birch Hill Investment Advisors
Massachusetts
$234K – – –
FP
572
Foundry Partners
Minnesota
$232K – – –
PGFC
573
Peapack-Gladstone Financial Corp
New Jersey
$232K – – –
JLBC
574
J.L. Bainbridge & Co
Florida
$230K – – –
LF
575
Lantz Financial
Illinois
$229K +$21.1K +220 +9%