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Name Holding Trade Value Shares
Change
Change in
Stake
HH
901
Hilltop Holdings
Texas
$207K +$218K +1,659 New
AG
902
Ascent Group
Virginia
$206K +$218K +1,655 New
CSIC
903
Clifford Swan Investment Counsel
California
$205K
VWM
904
Venturi Wealth Management
Texas
$203K +$214K +1,626 New
SIM
905
Sentry Investment Management
Wisconsin
$203K -$31.4K -239 -13%
AA
906
Addison Advisors
Vermont
$202K +$7.76K +59 +4%
SFO
907
Stokes Family Office
Louisiana
$201K
CWM
908
Calamos Wealth Management
Illinois
$201K +$212K +1,612 New
SIG
909
Spinnaker Investment Group
California
$201K
LSA
910
Lion Street Advisors
Texas
$201K +$211K +1,606 New
GHA
911
GW Henssler & Associates
Georgia
$200K
SWM
912
Silverlake Wealth Management
Vermont
$200K
QC
913
Quent Capital
New York
$196K +$2.89K +22 +1%
PCM
914
Penserra Capital Management
California
$195K -$32.4K -246 -14%
T
915
TOBAM
France
$195K +$8.02K +61 +4%
PFBT
916
Parkside Financial Bank & Trust
Missouri
$193K +$10.1K +77 +5%
BFPW
917
BOK Financial Private Wealth
Colorado
$189K +$67.9K +516 +52%
TF
918
Tompkins Financial
New York
$187K
TFA
919
Toth Financial Advisory
Virginia
$183K +$193K +1,466 New
TIM
920
Tortoise Investment Management
New York
$182K +$263 +2 +0.1%
BWL
921
Bogart Wealth LLC
Virginia
$181K +$132 +1 +0.1%
GEA
922
Glen Eagle Advisors
New Jersey
$179K
WB
923
Webster Bank
Connecticut
$179K -$39.5K -300 -17%
Kayne Anderson Rudnick Investment Management
924
Kayne Anderson Rudnick Investment Management
California
$178K +$789 +6 +0.4%
GI
925
Gradient Investments
Minnesota
$174K -$789 -6 -0.4%