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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
676
Venturi Wealth Management
Texas
$382K -$35.8K -231 -9%
HWMG
677
Hurlow Wealth Management Group
Indiana
$378K -$3.26K -21 -0.9%
FI
678
FormulaFolio Investments
Michigan
$376K -$24.4K -157 -6%
PMFA
679
Plante Moran Financial Advisors
Michigan
$375K +$25.9K +167 +8%
RBFC
680
Roman Butler Fullerton & Co
Missouri
$374K +$22.6K +146 +7%
RP
681
Rowlandmiller & Partners
Georgia
$372K -$9.15K -59 -2%
CAAS
682
Capital Asset Advisory Services
Michigan
$369K – – –
BHWM
683
Bar Harbor Wealth Management
New Hampshire
$369K +$9.15K +59 +3%
AAS
684
Avantax Advisory Services
Texas
$366K +$8.38K +54 +2%
TRCT
685
Tower Research Capital (TRC)
New York
$363K -$321K -2,067 -48%
ZCM
686
Zebra Capital Management
Connecticut
$363K +$351K +2,265 New
VDI
687
Vaughan David Investments
Illinois
$362K -$13K -84 -4%
LP
688
LMR Partners
United Kingdom
$357K -$1.65M -10,644 -83%
NIT
689
NumerixS Investment Technologies
British Columbia, Canada
$354K +$341K +2,200 New
ESB
690
Essex Savings Bank
Connecticut
$352K – – –
NIM
691
NuWave Investment Management
New Jersey
$348K +$265K +1,708 +367%
CAI
692
Capital Advisors Inc
Oklahoma
$347K -$204K -1,313 -38%
CC
693
ClearArc Capital
Ohio
$346K -$5.28K -34 -2%
RPC
694
Rossmore Private Capital
Connecticut
$345K – – –
SPL
695
Smart Portfolios LLC
Washington
$345K +$334K +2,152 New
CCM
696
Carderock Capital Management
Maryland
$341K -$3.88K -25 -1%
RIM
697
Rampart Investment Management
Connecticut
$341K +$119K +765 +56%
CAG
698
Csenge Advisory Group
Florida
$339K +$13.2K +85 +4%
BCM
699
BTR Capital Management
California
$337K -$15.5K -100 -5%
SB
700
Simmons Bank
Arkansas
$337K – – –