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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
726
NuWave Investment Management
New Jersey
$201K +$198K +2,099 New
SS
727
Simplicity Solutions
Minnesota
$200K +$196K +2,078 New
GJIC
728
Gamble Jones Investment Counsel
California
$200K +$197K +2,090 New
MCM
729
Manchester Capital Management
Vermont
$186K
GTAM
730
Global Trust Asset Management
Florida
$183K -$35.5K -376 -16%
GWM
731
Geneos Wealth Management
Colorado
$182K -$12.4K -131 -6%
AIM
732
Advantage Investment Management
Iowa
$170K
Bessemer Group
733
Bessemer Group
New Jersey
$170K +$8.49K +90 +5%
PFA
734
Pathway Financial Advisors
Vermont
$168K
GCM
735
Gables Capital Management
Florida
$163K -$19K -201 -11%
FMLI
736
Fukoku Mutual Life Insurance
Japan
$163K
Cohen & Steers
737
Cohen & Steers
New York
$151K
PCA
738
Peddock Capital Advisors
Massachusetts
$150K
CPA
739
Clear Perspective Advisors
Illinois
$149K -$36.8K -390 -20%
POIA
740
Pin Oak Investment Advisors
Texas
$149K
FPS
741
Fieldpoint Private Securities
Connecticut
$141K
JFGIW
742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$139K +$2.27K +24 +2%
CWA
743
Clarus Wealth Advisors
Arizona
$139K +$144K +1,527 New
HT
744
Heritage Trust
Oklahoma
$135K
WTC
745
WhitTier Trust Company
Nevada
$135K
MSA
746
Marino Stram & Associates
Massachusetts
$133K -$3.78K -40 -3%
RWP
747
RWA Wealth Partners
Massachusetts
$133K +$41.6K +441 +47%
TSW
748
Thompson Siegel & Walmsley
Virginia
$131K +$10.8K +114 +9%
MCM
749
MV Capital Management
Maryland
$125K
VCM
750
Versant Capital Management
Arizona
$124K