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Name Holding Trade Value Shares
Change
Change in
Stake
G
1126
GenTrust
Florida
$1.21M +$1.27M +32,340 New
AWP
1127
Ascent Wealth Partners
New York
$1.2M +$143K +3,640 +13%
CCM
1128
CrestPoint Capital Management
Missouri
$1.2M
KWMG
1129
King Wealth Management Group
Florida
$1.2M +$159K +4,060 +15%
QCG
1130
Quadrant Capital Group
Ohio
$1.19M -$18.8K -480 -1%
ABFS
1131
Appropriate Balance Financial Services
Washington
$1.18M -$127K -3,240 -9%
CP
1132
Camelot Portfolios
Ohio
$1.18M +$36.8K +940 +3%
NCM
1133
Narwhal Capital Management
Georgia
$1.17M
SC
1134
Saturna Capital
Washington
$1.17M
IAS
1135
IMA Advisory Services
Colorado
$1.17M -$74.5K -1,900 -6%
B
1136
Bailard
California
$1.17M +$12.5K +320 +1%
NBC
1137
Neuberger Berman Canada
Ontario, Canada
$1.17M -$192K -4,900 -14%
PJSIMP
1138
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.17M +$364K +9,300 +43%
FAM
1139
Fortaleza Asset Management
Illinois
$1.17M -$897K -22,900 -42%
APP
1140
Avantax Planning Partners
Iowa
$1.16M +$1.22M +31,040 New
FP
1141
Foundry Partners
Minnesota
$1.14M -$1.79M -45,780 -60%
ICA
1142
Infrastructure Capital Advisors
New York
$1.14M +$1.19M +30,400 New
GLI
1143
Guardian Life Insurance
New York
$1.13M +$50.2K +1,280 +4%
CVSC
1144
C.V. Starr & Co
New York
$1.13M
PAWC
1145
P.A.W. Capital
Connecticut
$1.13M +$1.18M +30,000 New
AAM
1146
Azzad Asset Management
Virginia
$1.12M +$28.2K +720 +2%
HCM
1147
Harvey Capital Management
Florida
$1.12M +$784K +20,000 +200%
SA
1148
Sicart Associates
New York
$1.12M +$1.17M +29,900 New
AWA
1149
ARS Wealth Advisors
Florida
$1.11M +$520K +13,260 +81%
LAM
1150
Lebenthal Asset Management
New York
$1.1M -$33.7K -860 -3%