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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
701
Diamant Asset Management
Connecticut
$590K +$55.9K +270 +10%
SC
702
Schulhoff & Co
Ohio
$586K
CCM
703
Cribstone Capital Management
Maine
$586K +$13K +63 +2%
LIM
704
Longfellow Investment Management
Massachusetts
$586K +$599K +2,896 New
ACA
705
Affinity Capital Advisors
California
$585K -$4.14K -20 -0.7%
Marshall Wace
706
Marshall Wace
United Kingdom
$583K +$597K +2,885 New
MSS
707
Mitchell Sinkler & Starr
Pennsylvania
$582K
FPF
708
First Pacific Financial
Washington
$575K +$589K +2,847 New
JFGIW
709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$572K +$586K +2,834 New
LFAS
710
Level Four Advisory Services
Texas
$570K +$33.3K +161 +6%
CPO
711
Cerity Partners OCIO
New York
$569K +$583K +2,818 New
MYIA
712
Mount Yale Investment Advisors
Colorado
$564K +$10.6K +51 +2%
FWP
713
FAS Wealth Partners
Kansas
$563K +$1.86K +9 +0.3%
SWM
714
SVA Wealth Management
Wisconsin
$557K +$335K +1,620 +142%
FNBT
715
FineMark National Bank & Trust
Florida
$556K -$22.6K -109 -4%
BFC
716
Bedel Financial Consulting
Indiana
$555K +$57.9K +280 +11%
AWM
717
Altium Wealth Management
New York
$553K +$828 +4 +0.1%
D.E. Shaw & Co
718
D.E. Shaw & Co
New York
$548K -$796K -3,849 -59%
NWM
719
Nicola Wealth Management
British Columbia, Canada
$548K -$79.3K -383 -12%
TFS
720
Thoroughbred Financial Services
Tennessee
$548K -$35K -169 -6%
IWA
721
IVC Wealth Advisors
Pennsylvania
$542K +$556K +2,686 New
BSW
722
Buckingham Strategic Wealth
Missouri
$540K +$30K +145 +6%
CCG
723
Cypress Capital Group
Florida
$539K -$780K -3,768 -59%
GWSG
724
GPS Wealth Strategies Group
Colorado
$538K -$56.3K -272 -9%
CAM
725
Carret Asset Management
New York
$535K