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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1826
NuWave Investment Management
New Jersey
$712K +$746K +6,015 New
PAWC
1827
P.A.W. Capital
Connecticut
$710K – – –
PIM
1828
Perpetual Investment Management
Australia
$710K – – –
HC
1829
Henshaw Capital
Massachusetts
$707K -$69.5K -561 -9%
CPO
1830
Cerity Partners OCIO
New York
$706K +$20K +161 +3%
CT
1831
Columbia Trust
Oregon
$705K +$32.7K +264 +5%
WPP
1832
Whalerock Point Partners
Rhode Island
$705K – – –
OIS
1833
Okabena Investment Services
Minnesota
$704K – – –
WAM
1834
Westport Asset Management
Connecticut
$704K – – –
T
1835
TCWP
Ohio
$704K +$15.4K +124 +2%
MIAS
1836
Mason Investment Advisory Services
Virginia
$703K – – –
NVIM
1837
New Vernon Investment Management
Illinois
$700K – – –
Thompson Siegel & Walmsley
1838
Thompson Siegel & Walmsley
Virginia
$700K – – –
PWM
1839
Purus Wealth Management
California
$698K -$30.5K -246 -4%
TYCC
1840
Texas Yale Capital Corp
Florida
$696K – – –
CF
1841
Copperwynd Financial
Arizona
$694K -$54.4K -439 -7%
MAG
1842
MRA Advisory Group
New Jersey
$691K -$2.48K -20 -0.3%
ECM
1843
EagleClaw Capital Management
Massachusetts
$691K – – –
AIA
1844
Alera Investment Advisors
Illinois
$688K +$367K +2,961 +104%
SAM
1845
SignalPoint Asset Management
Missouri
$687K – – –
CAAS
1846
Capital Asset Advisory Services
Michigan
$687K +$6.57K +53 +0.9%
FC
1847
Financial Council
Maryland
$685K +$141K +1,134 +24%
EWM
1848
Evermay Wealth Management
Virginia
$684K +$244K +1,971 +52%
FNT
1849
First Nebraska Trust
Nebraska
$683K – – –
Foster Group
1850
Foster Group
Iowa
$682K -$1.49K -12 -0.2%