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Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
851
Baker Avenue Asset Management
California
$241K
TCOT
852
Trust Company of Toledo
Ohio
$241K
EFS
853
Essex Financial Services
Connecticut
$239K
VAG
854
VisionPoint Advisory Group
Texas
$236K +$67.8K +27 +41%
GT
855
Glenview Trust
Kentucky
$236K +$2.51K +1 +1%
GA
856
Gateway Advisory
New Jersey
$236K +$5.02K +2 +2%
APWM
857
Argonautica Private Wealth Management
Massachusetts
$236K +$25.1K +10 +12%
IF
858
Intrua Financial
Texas
$236K +$233K +93 New
UCFA
859
United Capital Financial Advisors
Texas
$236K -$166K -66 -42%
WPWM
860
Western Pacific Wealth Management
Illinois
$234K
PCS
861
Personal CFO Solutions
New Jersey
$234K +$5.02K +2 +2%
RWB
862
RMR Wealth Builders
New Jersey
$234K +$231K +92 New
IAA
863
Independent Advisor Alliance
North Carolina
$229K
CSS
864
Cubist Systematic Strategies
Connecticut
$229K -$9.56M -3,810 -98%
AA
865
AlphaCentric Advisors
Puerto Rico
$226K -$10K -4 -4%
TAM
866
Townsend Asset Management
North Carolina
$226K -$2.51K -1 -1%
WPP
867
Whalerock Point Partners
Rhode Island
$226K
JEST
868
JTC Employer Solutions Trustee
Jersey
$226K
DCM
869
Donaldson Capital Management
Indiana
$224K
GI
870
Gradient Investments
Minnesota
$224K
CI
871
Conning Inc
Connecticut
$221K -$7.53K -3 -3%
AC
872
Allstate Corporation
Illinois
$221K
CPIG
873
Chicago Partners Investment Group
Illinois
$219K +$15.1K +6 +7%
RIM
874
Reliant Investment Management
Tennessee
$218K +$216K +86 New
CIA
875
Capital Investment Advisors
Georgia
$217K +$2.51K +1 +1%