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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1401
Baker Tilly Wealth Management
Wisconsin
$13.4M -$1.45M -10,364 -10%
BCA
1402
Bay Colony Advisors
Massachusetts
$13.4M -$362K -2,584 -3%
NCM
1403
Next Capital Management
New York
$13.4M -$9.23M -65,874 -43%
SS
1404
Sunbelt Securities
Texas
$13.4M -$55.4K -395 -0.4%
ECM
1405
Engle Capital Management
Connecticut
$13.4M -$7.01M -50,000 -36%
MIA
1406
MainStreet Investment Advisors
Illinois
$13.4M +$106K +757 +0.9%
EAM
1407
Evanson Asset Management
California
$13.3M +$90.6K +646 +0.7%
CNAM
1408
Campbell Newman Asset Management
Wisconsin
$13.3M -$43.6K -311 -0.4%
JFG
1409
Jefferies Financial Group
New York
$13.2M +$6.13M +43,720 +101%
BFG
1410
Berger Financial Group
Minnesota
$13.2M -$80.6K -575 -0.7%
FC
1411
Fulcrum Capital
Washington
$13.2M -$450K -3,212 -4%
GC
1412
Gratus Capital
Georgia
$13.2M +$936K +6,678 +8%
RA
1413
Riverstone Advisors
Texas
$13.2M -$732K -5,222 -6%
STAS
1414
Strong Tower Advisory Services
Minnesota
$13.1M -$805K -5,743 -6%
LC
1415
Lincoln Capital
Nebraska
$13.1M -$13.9K -99 -0.1%
ZIG
1416
Zuckerman Investment Group
Illinois
$13.1M +$960K +6,850 +9%
CCS
1417
Concentric Capital Strategies
Connecticut
$13.1M +$3.35M +23,897 +38%
NFG
1418
Nations Financial Group
Iowa
$13M +$684K +4,880 +6%
ECM
1419
EMC Capital Management
Texas
$13M
CHAM
1420
Clear Harbor Asset Management
Connecticut
$13M +$119K +849 +1%
CBT
1421
Central Bank & Trust
Kentucky
$13M +$256K +1,823 +2%
GWSG
1422
GPS Wealth Strategies Group
Colorado
$12.9M +$72.3K +516 +0.6%
JSC
1423
Jackson Square Capital
California
$12.9M +$1.72M +12,245 +17%
LW
1424
Linscomb Wealth
Texas
$12.9M -$211K -1,503 -2%
SAG
1425
SageView Advisory Group
California
$12.8M +$5.07M +36,141 +81%