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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
901
Highlander Capital Management
New Jersey
$147K
PFGIA
902
Patriot Financial Group Insurance Agency
Massachusetts
$146K +$254 +2 +0.2%
IAM
903
Infusive Asset Management
New York
$142K -$15.5K -122 -10%
BAM
904
Barrett Asset Management
New York
$138K
CAM
905
Cozad Asset Management
Illinois
$135K
TCM
906
TD Capital Management
Tennessee
$129K +$254 +2 +0.2%
TIM
907
Tortoise Investment Management
New York
$128K
HPC
908
HM Payson & Co
Maine
$127K
HCP
909
Hexagon Capital Partners
Arkansas
$126K
T
910
TOBAM
France
$126K
TPCW
911
TD Private Client Wealth
New York
$126K +$381 +3 +0.3%
QCG
912
Quadrant Capital Group
Ohio
$125K +$5.84K +46 +5%
KPCM
913
Kings Point Capital Management
New York
$123K
SSC
914
Syverson Strege & Co
Iowa
$123K
CIA
915
Cascade Investment Advisors
Oregon
$122K
FQ
916
First Quadrant
California
$122K
HWM
917
Holloway Wealth Management
Florida
$122K
MMG
918
Monetary Management Group
Missouri
$122K
Jones Financial Companies
919
Jones Financial Companies
Missouri
$118K +$38.8K +306 +47%
CBT
920
CoreFirst Bank & Trust
Kansas
$115K
FCM
921
Firestone Capital Management
Florida
$115K
SCA
922
Stonebridge Capital Advisors
Minnesota
$114K
HIIFS
923
Harel Insurance Investments & Financial Services
Israel
$112K -$297K -2,337 -72%
AF
924
Advisornet Financial
Minnesota
$110K +$25.6K +202 +29%
GWS
925
Glassman Wealth Services
Virginia
$108K +$888 +7 +0.8%