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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
651
Evergreen Capital Management
Washington
$353K -$1.09M -4,251 -74%
CCM
652
Coldstream Capital Management
Washington
$353K +$97.2K +378 +35%
MIG
653
McGuire Investment Group
Rhode Island
$352K -$46K -179 -11%
WWM
654
Western Wealth Management
Colorado
$352K +$383K +1,490 New
WG
655
Winton Group
United Kingdom
$346K +$371K +1,444 New
OPS
656
Orion Portfolio Solutions
Nebraska
$345K -$91.5K -356 -20%
ZF
657
Zhang Financial
Michigan
$342K – – –
TCA
658
Transcend Capital Advisors
New Jersey
$342K +$9.77K +38 +3%
PP
659
Paloma Partners
Connecticut
$341K -$1.6M -6,242 -81%
SWMP
660
Signature Wealth Management Partners
New Jersey
$338K -$244K -950 -40%
VFA
661
Valeo Financial Advisors
Indiana
$338K +$46.3K +180 +15%
PFBT
662
Parkside Financial Bank & Trust
Missouri
$337K +$771 +3 +0.2%
TH
663
TCTC Holdings
Texas
$336K – – –
SWM
664
SeaCrest Wealth Management
New York
$335K -$246K -957 -41%
SIM
665
Sentry Investment Management
Wisconsin
$335K +$39.6K +154 +12%
JF
666
Jump Financial
Illinois
$332K +$356K +1,384 New
RCS
667
Retirement Capital Strategies
California
$331K – – –
CIBC Private Wealth Group
668
CIBC Private Wealth Group
Georgia
$330K +$1.03K +4 +0.3%
BPM
669
Bowling Portfolio Management
Ohio
$329K – – –
BDF
670
Balasa Dinverno & Foltz
$325K -$247K -960 -42%
BFEC
671
Benjamin F. Edwards & Company
Missouri
$324K -$294K -1,143 -46%
PF
672
Phoenix Financial
Israel
$319K -$51.9K -202 -13%
SOW
673
State of Wyoming
Wyoming
$319K +$79.5K +309 +30%
PTP
674
Platform Technology Partners
New York
$318K -$40.9K -159 -11%
BP
675
Ballentine Partners
Massachusetts
$317K +$44.2K +172 +15%