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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1901
Paloma Partners
Connecticut
$643K -$2.51M -7,679 -79%
UB
1902
Umpqua Bank
Oregon
$643K -$16.4K -50 -2%
MCM
1903
McRae Capital Management
New Jersey
$643K -$128K -391 -16%
GB
1904
Goepper Burkhardt
South Carolina
$642K -$7.2K -22 -1%
SI
1905
Saxon Interests
Texas
$642K +$19K +58 +3%
FEM
1906
Fulcrum Equity Management
Texas
$640K +$4.58K +14 +0.7%
9WM
1907
9258 Wealth Management
Ohio
$637K +$326K +997 +102%
3F
1908
360 Financial
Minnesota
$634K
CG
1909
Corundum Group
Colorado
$633K -$702K -2,147 -52%
HAG
1910
HF Advisory Group
Maryland
$632K -$70.3K -215 -10%
ITIM
1911
Indiana Trust & Investment Management
Indiana
$632K
ARC
1912
Advisor Resource Council
Texas
$630K +$640K +1,956 New
ECAM
1913
East Coast Asset Management
Massachusetts
$628K
SPI
1914
Santori & Peters Inc
Pennsylvania
$628K
UAML
1915
US Asset Management LLC
Pennsylvania
$627K
CTA
1916
Colonial Trust Advisors
South Carolina
$627K
MIA
1917
MainStreet Investment Advisors
Illinois
$625K -$357K -1,090 -36%
DDC
1918
DF Dent & Co
Maryland
$623K -$218K -667 -26%
WTFG
1919
Wells Trecaso Financial Group
Ohio
$622K +$40.9K +125 +7%
CFS
1920
Cannon Financial Strategists
Georgia
$621K +$262K +800 +71%
QWP
1921
Quotient Wealth Partners
Texas
$620K +$4.25K +13 +0.7%
A
1922
AlphaQuest
New York
$618K +$590K +1,804 +1,569%
LIM
1923
Longfellow Investment Management
Massachusetts
$616K +$3.6K +11 +0.6%
CFMC
1924
Curbstone Financial Management Corp
New Hampshire
$616K
GGS
1925
Galvin Gaustad & Stein
Arizona
$615K -$40.6K -124 -6%