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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1601
Apexium Financial
Texas
$721K +$22.5K +90 +3%
GITFIT
1602
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$720K +$74.9K +300 +14%
HT
1603
Headlands Technologies
Illinois
$720K -$846K -3,390 -56%
TCPWM
1604
Traverso Chambers Private Wealth Management
California
$719K +$21.5K +86 +3%
HGERS
1605
Householder Group Estate & Retirement Specialist
Arizona
$718K +$666K +2,670 New
BHPW
1606
Beverly Hills Private Wealth
California
$716K -$129K -517 -16%
FCAS
1607
First Command Advisory Services
Texas
$716K +$665K +2,664 New
CFO
1608
CVA Family Office
Colorado
$714K -$32.7K -131 -5%
AA
1609
Auxano Advisors
Washington
$711K +$20.7K +83 +3%
PNC
1610
Park National Corp
Ohio
$711K +$7.49K +30 +1%
FPWM
1611
FSB Premier Wealth Management
Iowa
$710K -$250 -1 -0%
DA
1612
Dillon & Associates
Michigan
$705K -$1.25K -5 -0.2%
BMCM
1613
Burns Matteson Capital Management
New York
$704K +$654K +2,619 New
FAM
1614
Formidable Asset Management
Ohio
$704K +$15.7K +63 +2%
IAS
1615
Insigneo Advisory Services
Florida
$704K +$36.2K +145 +6%
GA
1616
Geller Advisors
New York
$701K +$54.7K +219 +9%
Fiera Capital (Canada)
1617
Fiera Capital (Canada)
Quebec, Canada
$701K -$185K -742 -22%
WP
1618
Waycross Partners
Kentucky
$699K
Capstone Investment Advisors
1619
Capstone Investment Advisors
New York
$696K -$2.83M -11,330 -81%
CBB
1620
Citizens Business Bank
California
$693K
MCM
1621
McRae Capital Management
New Jersey
$692K +$61.1K +245 +11%
FHC
1622
First Heartland Consultants
Missouri
$692K
PWW
1623
Pettyjohn Wood & White
Virginia
$691K +$86.6K +347 +16%
CP
1624
Covenant Partners
Tennessee
$690K +$641K +2,568 New
LAM
1625
Lakewood Asset Management
Illinois
$689K