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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1001
StrategIQ Financial Group
Indiana
$244K
FGAM
1002
Financial Gravity Asset Management
Texas
$244K +$8.95K +35 New
CF
1003
Centaurus Financial
California
$243K +$63.9K +250 +34%
SCA
1004
Snowden Capital Advisors
New York
$242K -$70.1K -274 -22%
MA
1005
MJP Associates
Connecticut
$241K -$11.5K -45 -4%
SIM
1006
SSI Investment Management
California
$239K -$1.53K -6 -0.6%
SS
1007
Simplicity Solutions
Minnesota
$239K +$14.6K +57 +6%
FEM
1008
Fulcrum Equity Management
Texas
$239K +$251K +980 New
LPT
1009
Legacy Private Trust
Wisconsin
$238K
SCM
1010
Shelton Capital Management
Colorado
$238K
DFCM
1011
Dark Forest Capital Management
Puerto Rico
$238K +$250K +977 New
LSAG
1012
Lake Street Advisors Group
New Hampshire
$237K +$13K +51 +5%
DIA
1013
Dean Investment Associates
Ohio
$236K -$2.14M -8,376 -90%
RIG
1014
RiverFront Investment Group
Virginia
$235K +$9.72K +38 +4%
MIM
1015
Marco Investment Management
Georgia
$234K
First Manhattan
1016
First Manhattan
New York
$233K -$16.4K -64 -6%
OIA
1017
Optimum Investment Advisors
Illinois
$232K -$57.5K -225 -19%
CPA
1018
Court Place Advisors
Maryland
$232K
KWM
1019
Keebeck Wealth Management
Illinois
$232K
TMAM
1020
Tokio Marine Asset Management
Japan
$232K +$3.07K +12 +1%
DAC
1021
Dividend Assets Capital
South Carolina
$230K +$49.1K +192 +25%
WKWM
1022
Walter & Keenan Wealth Management
Indiana
$229K
BPA
1023
Beacon Pointe Advisors
California
$229K +$240K +940 New
HI
1024
Horizon Investments
North Carolina
$228K -$776K -3,035 -76%
KC
1025
Knuff & Co
California
$227K