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Name Holding Trade Value Shares
Change
Change in
Stake
TSS
501
Two Sigma Securities
New York
$552K -$474K -12,815 -45%
BFS
502
Burrus Financial Services
Utah
$546K +$16.2K +438 +3%
IP
503
Investment Partners
Ohio
$546K -$5.81K -157 -1%
MWM
504
Mission Wealth Management
California
$546K +$12K +324 +2%
NAS
505
Nicolet Advisory Services
Wisconsin
$545K +$1.55K +42 +0.3%
JCM
506
J2 Capital Management
Michigan
$543K +$3K +81 +0.5%
WI
507
Wintrust Investments
Illinois
$543K +$6.81K +184 +1%
SBIA
508
Sheaff Brock Investment Advisors
Indiana
$541K -$24.8K -670 -4%
CIA
509
Choate Investment Advisors
Massachusetts
$538K +$102K +2,748 +22%
SEC
510
Seven Eight Capital
New York
$535K +$561K +15,157 New
ECM
511
Elgethun Capital Management
South Dakota
$535K +$1.96K +53 +0.4%
HPC
512
HM Payson & Co
Maine
$533K -$27.2K -735 -5%
KWM
513
Keebeck Wealth Management
Illinois
$531K
IR
514
IAT Reinsurance
New York
$529K
TYCC
515
Texas Yale Capital Corp
Florida
$529K -$53.2K -1,437 -9%
MFG
516
Merit Financial Group
Georgia
$525K -$5.92K -160 -1%
GI
517
Gradient Investments
Minnesota
$522K -$42.5K -1,149 -7%
SBH
518
Segall Bryant & Hamill
Illinois
$520K +$6.77K +183 +1%
HFS
519
Hantz Financial Services
Michigan
$520K -$13.9K -376 -2%
Luther King Capital Management (LKCM)
520
Luther King Capital Management (LKCM)
Texas
$519K +$146K +3,952 +37%
KS
521
Karpas Strategies
Connecticut
$515K
MM
522
MQS Management
New York
$514K +$539K +14,566 New
CAM
523
Cubic Asset Management
Massachusetts
$511K +$24.1K +650 +5%
PVI
524
Pine Valley Investments
New Jersey
$511K +$536K +14,475 New
KCM
525
Kanawha Capital Management
Virginia
$507K -$2.78K -75 -0.5%