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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
1301
Clear Harbor Asset Management
Connecticut
$425K +$110K +3,000 +32%
EWA
1302
Exencial Wealth Advisors
Oklahoma
$423K +$185K +5,065 +69%
VCAM
1303
Van Cleef Asset Management
Ohio
$417K
ECM
1304
Evergreen Capital Management
Washington
$416K +$4.27K +117 +1%
GW
1305
GW & Wade
Massachusetts
$415K -$22.1K -605 -5%
CGL
1306
Clarius Group LLC
Washington
$415K +$123K +3,378 +38%
IWS
1307
Insight Wealth Strategies
California
$415K +$445K +12,188 New
PFBT
1308
Parkside Financial Bank & Trust
Missouri
$414K +$10.8K +296 +2%
BWP
1309
Bernardo Wealth Planning
Pennsylvania
$412K +$442K +12,107 New
SMC
1310
Smith, Moore & Co
Missouri
$411K +$28.4K +777 +7%
Fiera Capital (Canada)
1311
Fiera Capital (Canada)
Quebec, Canada
$410K +$18.4K +505 +4%
MIC
1312
Means Investment Company
Maine
$410K +$440K +12,042 New
KA
1313
Kovack Advisors
Florida
$409K +$71.4K +1,955 +19%
PI
1314
Parkside Investments
Illinois
$408K +$146K +4,000 +50%
NICM
1315
Neo Ivy Capital Management
New York
$408K +$438K +11,984 New
FIB
1316
First Interstate Bank
Montana
$406K +$22.1K +606 +5%
AIC
1317
Archer Investment Corporation
Indiana
$406K +$435K +11,915 New
1WA
1318
180 Wealth Advisors
Washington
$405K
BCM
1319
BBT Capital Management
Texas
$405K +$435K +11,906 New
FPFS
1320
First Personal Financial Services
North Carolina
$404K +$213K +5,827 +96%
EA
1321
Elm Advisors
California
$402K -$11K -300 -2%
Verition Fund Management
1322
Verition Fund Management
Connecticut
$401K -$5.29M -144,873 -92%
B
1323
Brightworth
Georgia
$401K -$8.43K -231 -2%
IRC
1324
Investors Research Corp
Georgia
$401K
11A
1325
10-15 Associates
New York
$400K -$11.6K -318 -3%