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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
BlackDiamond Wealth Management
New York
$261K +$81.2K +847 +38%
CG
552
Caprock Group
Idaho
$260K -$64.8K -676 -18%
BS
553
Boenning & Scattergood
Pennsylvania
$260K -$21.6K -225 -7%
RWM
554
Ritholtz Wealth Management
New York
$260K +$671 +7 +0.2%
CGL
555
Clarius Group LLC
Washington
$257K
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$257K +$133K +1,384 +85%
DSC
557
Duncker Streett & Co
Missouri
$256K
I
558
IMPACTfolio
Colorado
$256K +$41.4K +432 +17%
HPWA
559
Hall Private Wealth Advisors
North Carolina
$253K +$285K +2,972 New
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$250K -$6.9K -72 -2%
KA
561
Keene & Associates
Texas
$250K +$92.9K +970 +49%
Members Trust
562
Members Trust
Florida
$247K
LGF
563
LGT Group Foundation
Liechtenstein
$244K -$13.1M -136,535 -98%
IRF
564
IBM Retirement Fund
New York
$244K -$11.1K -116 -4%
MGP
565
Metis Global Partners
California
$244K +$274K +2,856 New
DA
566
Duality Advisers
Florida
$244K +$275K +2,867 New
VI
567
Vestcor Inc
New Brunswick, Canada
$243K +$60.3K +629 +28%
LJAC
568
L.J. Altfest & Co
New York
$237K +$266K +2,778 New
AIP
569
Almanack Investment Partners
Pennsylvania
$234K -$8.34K -87 -3%
BHIA
570
Birch Hill Investment Advisors
Massachusetts
$234K
FP
571
Foundry Partners
Minnesota
$232K
PGFC
572
Peapack-Gladstone Financial Corp
New Jersey
$232K
JLBC
573
J.L. Bainbridge & Co
Florida
$230K
LF
574
Lantz Financial
Illinois
$229K +$21.1K +220 +9%
FM
575
Family Management
New York
$227K