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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1576
Carmichael Hill & Associates
Maryland
$221K +$215K +3,880 New
PM
1577
Penbrook Management
New York
$219K +$213K +3,840 New
WP
1578
WealthSource Partners
California
$215K -$13.5K -243 -6%
SWM
1579
Sequoia Wealth Management
Illinois
$215K +$202K +3,643 New
RFO
1580
RiverGlades Family Offices
Florida
$214K +$208K +3,750 New
CHP
1581
Cable Hill Partners
Oregon
$211K -$17.5K -316 -8%
BBP
1582
Banco BTG Pactual
Brazil
$211K +$205K +3,691 New
AA
1583
Apriem Advisors
California
$211K +$205K +3,699 New
OCM
1584
Osterweis Capital Management
California
$211K +$205K +3,700 New
AIM
1585
Acropolis Investment Management
Missouri
$210K -$9.2K -166 -4%
CTB
1586
Country Trust Bank
Illinois
$209K +$166 +3 +0.1%
LFA
1587
Legacy Financial Advisors
Kentucky
$209K +$203K +3,672 New
CISOA
1588
Capital Investment Services of America
Wisconsin
$207K +$201K +3,621 New
NCM
1589
Noesis Capital Mangement
Florida
$205K -$16.6K -300 -8%
WCM
1590
Weatherstone Capital Management
Colorado
$205K +$199K +3,595 New
AssetMark Inc
1591
AssetMark Inc
California
$204K -$5.06M -91,335 -96%
NWP
1592
Northstar Wealth Partners
Connecticut
$204K +$192K +3,461 New
CF
1593
Corrigan Financial
Rhode Island
$204K -$45.7K -824 -19%
APG
1594
Abacus Planning Group
South Carolina
$203K +$197K +3,558 New
MCM
1595
Marathon Capital Management
Maryland
$203K +$198K +3,568 New
IIM
1596
Ipswich Investment Management
Massachusetts
$201K +$195K +3,525 New
SRC
1597
Shufro Rose & Co
New York
$200K -$188K -3,400 -49%
Acadian Asset Management
1598
Acadian Asset Management
Massachusetts
$200K
NIM
1599
Nexus Investment Management
Ontario, Canada
$200K +$194K +3,500 New
EWA
1600
EP Wealth Advisors
California
$200K +$195K +3,513 New