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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
601
Blue Trust Inc
Georgia
$775K +$207K +323 +29%
ACM
602
Allred Capital Management
Texas
$775K +$24.4K +38 +3%
LNC
603
Lincoln National Corp
Pennsylvania
$772K +$58.4K +91 +9%
CAG
604
Csenge Advisory Group
Florida
$770K +$23.1K +36 +3%
IIC
605
Integrated Investment Consultants
Michigan
$767K -$62.9K -98 -8%
CW
606
CreativeOne Wealth
Kansas
$764K +$214K +334 +42%
EGM
607
Engineers Gate Manager
New York
$762K +$719K +1,120 New
RWA
608
Ropes Wealth Advisors
Massachusetts
$760K +$168K +262 +31%
IWM
609
IHT Wealth Management
Illinois
$760K -$74.5K -116 -9%
WFI
610
West Family Investments
California
$759K – – –
Marshall Wace
611
Marshall Wace
United Kingdom
$758K +$587K +914 +457%
BLC
612
Brown, Lisle/Cummings
Rhode Island
$749K – – –
MGWM
613
Marks Group Wealth Management
Minnesota
$747K +$2.57K +4 +0.4%
VNA
614
Valley National Advisers
Pennsylvania
$746K +$122K +190 +19%
MC
615
Merlin Capital
Rhode Island
$743K -$18K -28 -3%
MPPW
616
Mitchell & Pahl Private Wealth
Oklahoma
$739K +$10.3K +16 +1%
BSAM
617
Blue Square Asset Management
New York
$738K +$696K +1,084 New
AFC
618
AFT Forsyth & Company
Florida
$720K – – –
MIH
619
Meitav Investment House
Israel
$717K -$183K -285 -21%
CWM
620
CIBC World Markets
New York
$717K +$2.57K +4 +0.4%
WSCM
621
Wellington Shields Capital Management
New York
$715K – – –
PIM
622
Penobscot Investment Management
Massachusetts
$705K +$57.8K +90 +10%
AIA
623
Arbor Investment Advisors
North Carolina
$704K – – –
Optiver Holding
624
Optiver Holding
Netherlands
$702K -$10.6M -16,506 -94%
GA
625
Geller Advisors
New York
$698K +$317K +494 +93%