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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
876
Clear Harbor Asset Management
Connecticut
$742K -$2.34M -15,840 -75%
AWM
877
AE Wealth Management
Kansas
$742K -$1.45M -9,782 -64%
EWM
878
Executive Wealth Management
Michigan
$740K +$799K +5,402 New
BFC
879
Blue Fin Capital
Rhode Island
$731K -$451K -3,053 -36%
BCMO
880
Buckingham Capital Management (Ohio)
Ohio
$730K +$258K +1,747 +49%
BII
881
Bainco International Investors
Massachusetts
$727K
CMANY
882
Capital Management Associates (New York)
New York
$726K -$840K -5,685 -52%
AIM
883
ARGA Investment Management
Connecticut
$726K
BA
884
Bristlecone Advisors
Washington
$724K -$31.8K -215 -4%
AP
885
Antipodes Partners
Australia
$722K -$42.1M -284,850 -98%
WIA
886
World Investment Advisors
California
$713K +$625K +4,225 New
LB
887
Legacy Bridge
Iowa
$709K +$764K +5,170 New
1WA
888
180 Wealth Advisors
Washington
$700K
GIA
889
Gladstone Institutional Advisory
Florida
$695K +$749K +5,068 New
FT
890
Fiduciary Trust
Massachusetts
$690K +$16.3K +110 +2%
CRC
891
Curi RMB Capital
Illinois
$688K +$21.7K +147 +3%
VFA
892
Valeo Financial Advisors
Indiana
$685K +$91.1K +616 +14%
GI
893
Gradient Investments
Minnesota
$684K -$165K -1,118 -18%
9WM
894
9258 Wealth Management
Ohio
$676K +$729K +4,929 New
LCP
895
Legacy Capital Partners
Wisconsin
$674K +$66.5K +450 +10%
WB
896
Webster Bank
Connecticut
$673K -$29.6K -200 -4%
CAN
897
Claraphi Advisory Network
United States
$670K -$109K -737 -13%
APW
898
Acima Private Wealth
Virginia
$661K +$713K +4,820 New
BMC
899
Beaton Management Company
Massachusetts
$659K -$22.2K -150 -3%
MHC
900
Meyer Handelman Company
New York
$657K +$427K +2,890 +152%