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Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
776
Pzena Investment Management
New York
$673K
Vanguard Capital Wealth Advisors
777
Vanguard Capital Wealth Advisors
Colorado
$672K
HSA
778
HBK Sorce Advisory
Pennsylvania
$665K +$21.1K +250 +3%
PWM
779
Paulson Wealth Management
Illinois
$659K -$86.3K -1,025 -11%
OC
780
Oppenheimer & Co
New York
$645K -$918K -10,900 -58%
WAM
781
Wealthspire Advisors (Maryland)
Maryland
$639K -$14.7K -175 -2%
FIA
782
Foundations Investment Advisors
Arizona
$632K +$657K +7,800 New
AA
783
ALPS Advisors
Colorado
$628K +$267K +3,175 +69%
BAC
784
Boys Arnold & Co
North Carolina
$618K
SBIA
785
Sheaff Brock Investment Advisors
Indiana
$612K
TCM
786
Tributary Capital Management
Nebraska
$608K -$31.6K -375 -5%
TWI
787
Thomas White International
Illinois
$608K
ARMT
788
Amica Retiree Medical Trust
Rhode Island
$598K
MME
789
Meag Munich Ergo
Germany
$595K -$4.06M -48,150 -87%
HAM
790
Highstreet Asset Management
Ontario, Canada
$576K -$33.7K -400 -5%
DWT
791
Dorsey & Whitney Trust
South Dakota
$574K +$105K +1,250 +21%
BFO
792
Biltmore Family Office
North Carolina
$570K -$219K -2,600 -27%
HCM
793
HMS Capital Management
Tennessee
$570K +$358K +4,250 +153%
PIM
794
Penobscot Investment Management
Massachusetts
$562K +$6.32K +75 +1%
CG
795
Colony Group
Massachusetts
$559K -$8.42K -100 -1%
BCM
796
Basso Capital Management
Connecticut
$557K -$379K -4,500 -40%
PCM
797
Pointe Capital Management
Michigan
$549K -$35.8K -425 -6%
CAW
798
Cornerstone Advisors (Washington)
Washington
$549K -$12.6K -150 -2%
BP
799
Ballentine Partners
Massachusetts
$548K +$33.7K +400 +6%
AWCI
800
Alpine Woods Capital Investors
New York
$547K +$63.2K +750 +13%