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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1701
Cowen Inc
New York
$481K -$2.56M -6,639 -84%
LSC
1702
Lesa Sroufe & Co
Washington
$481K -$42.7K -111 -8%
PWPS
1703
Pinnacle Wealth Planning Services
Ohio
$478K -$69.3K -180 -13%
B
1704
Bellecapital
Switzerland
$477K -$115K -300 -19%
CBB
1705
Citizens Business Bank
California
$477K
AIA
1706
Arbor Investment Advisors
North Carolina
$477K +$481K +1,250 New
FCIM
1707
Fairview Capital Investment Management
California
$476K
WP
1708
Wedgewood Partners
Missouri
$476K
WPW
1709
Winthrop Partners - WNY
New York
$474K -$3.85K -10 -0.8%
REMPR
1710
Roof Eidam Maycock Peralta (REMP)
California
$473K -$1.75M -4,545 -79%
SCA
1711
Sippican Capital Advisors
Massachusetts
$473K -$80.5K -209 -14%
EM
1712
Excalibur Management
Massachusetts
$473K +$477K +1,240 New
TCM
1713
Towercrest Capital Management
Pennsylvania
$469K +$6.16K +16 +1%
HCM
1714
Hollencrest Capital Management
California
$469K +$65.4K +170 +16%
RWM
1715
RKL Wealth Management
Pennsylvania
$465K +$170K +442 +57%
JFA
1716
JNBA Financial Advisors
Minnesota
$465K +$340K +884 +264%
BC
1717
Brio Consultants
California
$463K +$2.31K +6 +0.5%
LWM
1718
Liberty Wealth Management
California
$462K
JF
1719
JSF Financial
California
$461K -$119K -309 -20%
BCM
1720
Bluefin Capital Management
New York
$458K -$343K -891 -43%
MPIA
1721
Mountain Pacific Investment Advisers
Idaho
$458K
UWM
1722
USAdvisors Wealth Management
Minnesota
$458K +$462K +1,200 New
ACA
1723
Aptus Capital Advisors
Alabama
$458K +$462K +1,201 New
AWM
1724
AllSquare Wealth Management
New York
$456K +$38.5K +100 +9%
DE
1725
Day & Ennis
Georgia
$455K