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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
251
Harbor Investment Advisory
Maryland
$493K +$281K +11,136 +90%
LNWWM
252
Laird Norton Wetherby Wealth Management
California
$477K -$16.4K -650 -3%
NAM
253
NewGen Asset Management
Ontario, Canada
$476K -$4.21M -167,000 -88%
SC
254
Scholtz & Company
Connecticut
$469K +$562K +22,295 New
Twin Tree Management
255
Twin Tree Management
Texas
$467K -$3.67M -145,313 -87%
HFS
256
Hantz Financial Services
Michigan
$453K +$73.5K +2,914 +16%
CGH
257
Crossmark Global Holdings
Texas
$447K -$5.55K -220 -1%
CCG
258
Cloverfields Capital Group
Minnesota
$446K – – –
CPM
259
Connective Portfolio Management
New York
$441K +$530K +21,000 New
HCM
260
Hollencrest Capital Management
California
$435K – – –
CIM
261
Confluence Investment Management
Missouri
$429K +$102K +4,050 +25%
SPF
262
Steven Patrick Farmer
$429K +$515K +20,428 New
PCOC
263
Power Corp of Canada
Canada
$425K – – –
RFC
264
Regions Financial Corp
Alabama
$424K +$509K +20,186 New
QC
265
Quaero Capital
Switzerland
$420K – – –
Fiera Capital (Canada)
266
Fiera Capital (Canada)
Quebec, Canada
$415K +$5.63K +223 +1%
WA
267
Wealth Alliance
New York
$406K -$27K -1,070 -5%
CAM
268
Claret Asset Management
Quebec, Canada
$398K -$254K -10,082 -35%
EAM
269
Erste Asset Management
Austria
$392K +$454K +18,000 New
GWM
270
Geneos Wealth Management
Colorado
$389K -$20.2K -800 -4%
IIA
271
IPG Investment Advisors
California
$376K – – –
EC
272
EdgeRock Capital
Colorado
$376K +$451K +17,867 New
VOYA Investment Management
273
VOYA Investment Management
Georgia
$375K -$4.87K -193 -1%
USAA
274
United Services Automobile Association
Texas
$375K +$451K +17,866 New
CMS
275
Capital Market Strategies
Florida
$360K +$8.05K +319 +2%