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Name Holding Trade Value Shares
Change
Change in
Stake
CG
976
Colony Group
Massachusetts
$213K -$197K -1,965 -49%
CG
977
Clarus Group
Texas
$210K +$206K +2,055 New
PGFC
978
Peapack-Gladstone Financial Corp
New Jersey
$209K +$205K +2,050 New
SQA
979
Simon Quick Advisors
New Jersey
$207K -$279K -2,783 -58%
CCA
980
Cobblestone Capital Advisors
New York
$206K +$202K +2,017 New
IWP
981
Icon Wealth Partners
Texas
$206K +$202K +2,014 New
AA
982
Apriem Advisors
California
$205K +$201K +2,009 New
TPWM
983
Twelve Points Wealth Management
Massachusetts
$205K +$201K +2,002 New
BFS
984
Bard Financial Services
Connecticut
$204K +$200K +2,000 New
EL
985
EMFO LLC
Florida
$204K +$200K +2,000 New
GF
986
Gabelli Funds
New York
$204K +$200K +2,000 New
EBSAM
987
Eubel Brady & Suttman Asset Management
Ohio
$204K -$40.4K -403 -17%
LFA
988
Legacy Financial Advisors
Kentucky
$204K -$81.5K -814 -29%
CI
989
Conning Inc
Connecticut
$204K +$200K +1,996 New
SCM
990
Sebold Capital Management
Illinois
$201K +$197K +1,970 New
QCM
991
Quantinno Capital Management
New York
$201K -$591K -5,897 -75%
WWP
992
WR Wealth Planners
Missouri
$197K +$190K +1,894 +6,313%
AWM
993
Ameliora Wealth Management
Switzerland
$194K +$133K +1,329 +235%
WSC
994
Wellington Shields & Co
New York
$191K
GRP
995
Global Retirement Partners
California
$186K +$56.1K +560 +32%
IA
996
IFP Advisors
Florida
$183K -$332K -3,317 -63%
SWA
997
SOA Wealth Advisors
New York
$176K +$104K +1,034 +151%
DC
998
Dantai Capital
Hong Kong
$174K -$51.1M -510,400 -100%
BDS
999
Banco de Sabadell
Florida
$172K +$60.5K +604 +56%
AF
1000
Advisornet Financial
Minnesota
$171K -$1K -10 -0.6%