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Name Holding Trade Value Shares
Change
Change in
Stake
BP
2101
BBR Partners
New York
$694K +$86.2K +3,016 +13%
HWA
2102
Heritage Wealth Advisors
Virginia
$680K +$51.6K +1,804 +8%
CCM
2103
CWH Capital Management
Washington
$679K
CAW
2104
Cornerstone Advisors (Washington)
Washington
$673K +$5.83K +204 +0.8%
MUS
2105
Mitsubishi UFJ Securities
Japan
$673K +$17.1K +600 +2%
JGUA
2106
John G. Ullman & Associates
New York
$671K +$65.7K +2,300 +10%
MC
2107
Montag & Caldwell
Georgia
$667K
AWMS
2108
Advocacy Wealth Management Services
Georgia
$665K +$718K +25,136 New
WA
2109
Waverly Advisors
Alabama
$659K +$425K +14,860 +146%
VFP
2110
Verus Financial Partners
Virginia
$657K -$3.09K -108 -0.4%
IWA
2111
Intercontinental Wealth Advisors
Texas
$656K +$712K +24,932 New
IR
2112
Invictus RG
Bermuda
$655K +$712K +24,900 New
FI
2113
FormulaFolio Investments
Michigan
$654K +$162K +5,656 +29%
NBG
2114
Nancy B. Gardiner
$654K +$710K +24,832 New
Verition Fund Management
2115
Verition Fund Management
Connecticut
$648K +$704K +24,640 New
MCM
2116
Marathon Capital Management
Maryland
$647K +$229 +8 +0%
PP
2117
Peconic Partners
New York
$646K
AIM
2118
Aspen Investment Management
Michigan
$645K
TIM
2119
Thompson Investment Management
Wisconsin
$645K
KA
2120
Klingman & Associates
New York
$643K +$6.97K +244 +1%
ACM
2121
Argent Capital Management
Missouri
$642K +$23.2K +812 +3%
SAM
2122
Summit Asset Management
Tennessee
$641K +$25.4K +888 +4%
RHJA
2123
Rice Hall James & Associates
California
$638K
WCM
2124
Weatherstone Capital Management
Colorado
$633K +$96.9K +3,392 +16%
EM
2125
Emancipation Management
New York
$632K -$229K -8,000 -25%