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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
751
Sutton Wealth Advisors
Florida
$349K
PVWM
752
Point View Wealth Management
New Jersey
$349K -$5.78K -120 -2%
BFM
753
Boston Financial Management
Massachusetts
$347K -$397K -8,241 -54%
PFS
754
Prospera Financial Services
Texas
$346K +$89.8K +1,864 +36%
RIM
755
Rampart Investment Management
Connecticut
$345K -$26.2K -543 -7%
ZCM
756
Zebra Capital Management
Connecticut
$345K
PCM
757
Prelude Capital Management
New York
$345K +$120K +2,494 +57%
WAP
758
Wealthcare Advisory Partners
Pennsylvania
$342K -$2.94K -61 -0.9%
CAM
759
Carret Asset Management
New York
$341K
AIC
760
Archer Investment Corporation
Indiana
$340K
IP
761
Investment Partners
Ohio
$340K +$1.49K +31 +0.5%
CFGS
762
Concourse Financial Group Securities
Alabama
$338K -$52.7K -1,094 -14%
SSWM
763
Smith Salley Wealth Management
North Carolina
$337K -$4.05K -84 -1%
CCIA
764
Campbell & Co Investment Adviser
Maryland
$337K +$325K +6,735 New
GCMG
765
Gyroscope Capital Management Group
Florida
$336K -$30.2K -627 -8%
DT
766
Diversified Trust
Tennessee
$336K -$386 -8 -0.1%
CAM
767
Cresset Asset Management
Illinois
$336K +$182K +3,773 +128%
WCWM
768
Willow Creek Wealth Management
California
$335K
AWP
769
Ascent Wealth Partners
New York
$334K
NAM
770
North American Management
Massachusetts
$332K
Fiera Capital (Canada)
771
Fiera Capital (Canada)
Quebec, Canada
$330K -$21K -435 -6%
DZ Bank
772
DZ Bank
Germany
$330K +$122K +2,534 +62%
MIC
773
Means Investment Company
Maine
$327K +$6.84K +142 +2%
APG
774
Abacus Planning Group
South Carolina
$324K
LFAS
775
Level Four Advisory Services
Texas
$320K -$75.4K -1,565 -20%