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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
726
Meridian Wealth Advisors
Texas
$341K +$359K +3,137 New
CNC
727
Canandaigua National Corp
New York
$338K +$356K +3,112 New
Westfield Capital Management
728
Westfield Capital Management
Massachusetts
$338K +$356K +3,110 New
DC
729
Diametric Capital
Massachusetts
$335K +$353K +3,087 New
CIM
730
Contravisory Investment Management
Massachusetts
$335K +$353K +3,082 New
EFS
731
Essex Financial Services
Connecticut
$335K -$22.9K -200 -6%
VFA
732
Valeo Financial Advisors
Indiana
$334K +$352K +3,077 New
SM
733
Sciencast Management
New Jersey
$333K -$3.6M -31,419 -91%
OFA
734
Oak Family Advisors
Illinois
$333K – – –
HI
735
Harbour Investments
Wisconsin
$333K -$173K -1,509 -33%
BMCM
736
Bryn Mawr Capital Management
Pennsylvania
$328K +$7.9K +69 +2%
CWM
737
Chemistry Wealth Management
New York
$326K – – –
WB
738
WesBanco Bank
West Virginia
$326K – – –
BSG
739
Black Swift Group
Colorado
$326K +$343K +3,000 New
Lazard Asset Management
740
Lazard Asset Management
New York
$323K -$634K -5,539 -65%
CIC
741
Carnegie Investment Counsel
Ohio
$316K +$333K +2,907 New
NG
742
Novem Group
New York
$315K +$49.2K +430 +17%
RP
743
Riverwater Partners
Wisconsin
$308K -$410K -3,586 -56%
WAAG
744
Wealth Alliance Advisory Group
Kansas
$308K – – –
TCWM
745
Total Clarity Wealth Management
Illinois
$307K -$105K -921 -25%
HIP
746
HUB Investment Partners
Texas
$305K +$322K +2,811 New
CIA
747
Concurrent Investment Advisors
Florida
$305K -$1.01M -8,814 -76%
Kovitz Investment Group Partners
748
Kovitz Investment Group Partners
Illinois
$302K +$318K +2,780 New
AWM
749
Avior Wealth Management
Nebraska
$295K – – –
NP
750
NorthRock Partners
Minnesota
$293K -$1.6K -14 -0.5%