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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
851
Westbourne Investment Advisors
Maryland
$216K -$12.5K -90 -6%
BAAM
852
Baker Avenue Asset Management
California
$216K +$203K +1,462 New
CBT
853
Crews Bank & Trust
Florida
$214K – – –
PHS
854
Pekin Hardy Strauss
Illinois
$212K +$200K +1,440 New
BA
855
Bridgewater Advisors
New York
$212K +$197K +1,418 New
NIM
856
Northeast Investment Management
Massachusetts
$212K +$199K +1,436 New
RFC
857
Regions Financial Corp
Alabama
$212K -$137K -986 -41%
HCM
858
Howard Capital Management
Georgia
$211K +$199K +1,433 New
PWP
859
Perfromance Wealth Partners
Illinois
$210K +$198K +1,425 New
CNBT
860
Canandaigua National Bank & Trust
New York
$208K +$196K +1,413 New
SWM
861
SeaCrest Wealth Management
New York
$208K +$195K +1,404 New
NSIM
862
North Star Investment Management
Illinois
$207K +$555 +4 +0.3%
FA
863
Faithward Advisors
Pennsylvania
$204K +$192K +1,385 New
VFA
864
Values First Advisors
Tennessee
$203K +$191K +1,378 New
AIM
865
Athena Investment Management
California
$203K +$191K +1,375 New
NW
866
NewEdge Wealth
Pennsylvania
$201K +$185K +1,334 New
GIM
867
Goelzer Investment Management
Indiana
$201K +$189K +1,360 New
AIM
868
Anchor Investment Management
South Carolina
$197K – – –
MG
869
Mather Group
Illinois
$191K +$180K +1,297 New
CAM
870
Costello Asset Management
Pennsylvania
$187K +$7.49K +54 +4%
Kayne Anderson Rudnick Investment Management
871
Kayne Anderson Rudnick Investment Management
California
$186K – – –
KFI
872
Key Financial Inc
Pennsylvania
$186K +$71.4K +515 +70%
TWC
873
TD Waterhouse Canada
Ontario, Canada
$177K +$17.2K +124 +12%
TFM
874
TFC Financial Management
Massachusetts
$176K – – –
AssetMark Inc
875
AssetMark Inc
California
$172K +$34K +245 +27%