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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
701
Ifrah Financial Services
Arkansas
$267K -$7.79K -42 -3%
CAG
702
Csenge Advisory Group
Florida
$255K +$223K +1,202 New
AAM
703
Advisors Asset Management
Colorado
$250K -$23.4K -126 -10%
CDH
704
Charles D. Hyman
$250K
BHWM
705
Bar Harbor Wealth Management
New Hampshire
$247K +$220K +1,187 New
IC
706
InterOcean Capital
Illinois
$246K
LYV
707
Live Your Vision
Pennsylvania
$246K
TCM
708
Traynor Capital Management
Pennsylvania
$246K
GI
709
Gradient Investments
Minnesota
$243K
BB
710
Bell Bank
North Dakota
$239K -$21.5K -116 -9%
BP
711
Ballentine Partners
Massachusetts
$239K +$212K +1,146 New
PFA
712
Pure Financial Advisors
California
$239K +$213K +1,147 New
CCB
713
Cutter & Co Brokerage
Missouri
$239K +$213K +1,150 New
CA
714
Commerzbank Aktiengesellschaft
Germany
$237K -$61.2K -330 -23%
TCOV
715
Trust Company of Vermont
Vermont
$234K
CC
716
Cadinha & Co
Hawaii
$231K +$206K +1,110 New
LC
717
Lourd Capital
California
$227K +$202K +1,088 New
BCM
718
BlueCrest Capital Management
Jersey
$226K -$1.05M -5,639 -84%
MIM
719
Marco Investment Management
Georgia
$224K +$199K +1,075 New
OWP
720
Obermeyer Wealth Partners
Colorado
$224K +$200K +1,077 New
BJL
721
Brighton Jones LLC
Washington
$223K -$37.1K -200 -16%
BRC
722
Bell Rock Capital
Delaware
$217K
LSAG
723
Lake Street Advisors Group
New Hampshire
$214K -$65.3K -352 -25%
PWLP
724
Prio Wealth Limited Partnership
Massachusetts
$210K +$187K +1,009 New
CRM
725
Cramer Rosenthal McGlynn
Connecticut
$208K