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Name Holding Trade Value Shares
Change
Change in
Stake
KAM
1301
Kazazian Asset Management
Florida
$707K
CWA
1302
Clarus Wealth Advisors
Arizona
$706K +$315K +4,797 +99%
PAM
1303
Private Asset Management
California
$705K -$29.9K -455 -5%
WAP
1304
Wealthcare Advisory Partners
Pennsylvania
$704K +$263 +4 +0%
ACS
1305
Archford Capital Strategies
Illinois
$700K -$13.8K -210 -2%
WG
1306
Winton Group
United Kingdom
$700K +$231K +3,520 +58%
KWMG
1307
King Wealth Management Group
Florida
$691K +$131 +2 +0%
BP
1308
Ballentine Partners
Massachusetts
$691K +$7.62K +116 +1%
HH
1309
HWG Holdings
Texas
$689K +$616K +9,389 New
1IA
1310
1834 Investment Advisors
Wisconsin
$688K -$15.1K -230 -2%
ZCI
1311
Zevenbergen Capital Investments
Washington
$686K +$13.1K +200 +2%
NG
1312
Northstar Group
New York
$681K -$9.65K -147 -2%
CCA
1313
Conestoga Capital Advisors
Pennsylvania
$677K
PCMC
1314
Paragon Capital Management (Colorado)
Colorado
$677K +$10.6K +162 +2%
CWM
1315
Calamos Wealth Management
Illinois
$673K
LJAC
1316
L.J. Altfest & Co
New York
$673K +$525 +8 +0.1%
CIM
1317
Confluence Investment Management
Missouri
$668K -$371K -5,644 -38%
LA
1318
Lau Associates
Delaware
$668K
LRPA
1319
L. Roy Papp & Associates
Arizona
$667K -$8.4K -128 -1%
CCM
1320
Coldstream Capital Management
Washington
$666K +$61.9K +943 +12%
PCM
1321
Perritt Capital Management
Illinois
$664K -$6.57K -100 -1%
SCA
1322
Sippican Capital Advisors
Massachusetts
$663K -$1.31K -20 -0.2%
GC
1323
Garde Capital
Washington
$663K
AIM
1324
Arcadia Investment Management
Michigan
$662K
KP
1325
Keel Point
Alabama
$662K