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Name Holding Trade Value Shares
Change
Change in
Stake
DA
351
Detalus Advisors
Missouri
$331K
SWM
352
SeaCrest Wealth Management
New York
$329K -$66.6K -1,720 -18%
IFG
353
Independent Financial Group
California
$318K -$107K -2,777 -26%
AGP
354
Autumn Glory Partners
Texas
$316K -$135K -3,500 -31%
CAM
355
Campion Asset Management
Virginia
$312K -$43.4K -1,120 -12%
HL
356
HeadInvest LLC
Maine
$310K
CCT
357
Chemung Canal Trust
New York
$307K -$44.6K -1,153 -13%
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$300K -$1.15M -29,824 -80%
VT
359
Vise Technologies
New York
$299K +$74.6K +1,928 +34%
HNB
360
Huntington National Bank
Ohio
$296K -$6.77K -175 -2%
PFS
361
Prospera Financial Services
Texas
$294K +$7.74K +200 +3%
MFG
362
Merit Financial Group
Georgia
$293K -$45.4K -1,172 -14%
CCM
363
Cohen Capital Management
California
$292K
HAG
364
HighPoint Advisor Group
Illinois
$290K +$332K +8,581 New
BTWM
365
Baker Tilly Wealth Management
Wisconsin
$290K -$23.1K -598 -8%
SWK
366
Stephen W. Kidder
$286K -$153K -3,950 -35%
CCG
367
Cypress Capital Group
Florida
$275K +$6K +155 +2%
QCM
368
Quantinno Capital Management
New York
$273K +$60.3K +1,557 +29%
GIS
369
Grayhawk Investment Strategies
Alberta, Canada
$269K
PWP
370
Phillips Wealth Planners
Mississippi
$269K -$91.8K -2,371 -27%
AAS
371
Avantax Advisory Services
Texas
$266K +$42.2K +1,090 +19%
S
372
Sunpointe
Missouri
$265K +$256K +6,608 New
IIM
373
Ipswich Investment Management
Massachusetts
$264K
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$261K -$19.9K -515 -7%
SPIA
375
Steward Partners Investment Advisory
New York
$255K -$60.2K -1,556 -19%