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Compass

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
201
Capstone Investment Advisors
New York
$132K +$144K +21,000 New
AP
202
Americana Partners
Texas
$130K +$28.2K +4,121 +25%
WG
203
Winton Group
United Kingdom
$128K +$139K +20,359 New
IF
204
Integrity Financial
Wyoming
$126K
CFG
205
Citizens Financial Group
Rhode Island
$125K +$521 +76 +0.4%
EAM
206
Evanson Asset Management
California
$122K
Mariner
207
Mariner
Kansas
$122K +$10.3K +1,505 +8%
1IA
208
1620 Investment Advisors
Massachusetts
$122K -$23.6K -3,445 -15%
KI
209
Kapitalo Investimentos
Brazil
$119K +$130K +18,932 New
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$113K +$24.5K +3,573 +25%
FFM
211
Forum Financial Management
Illinois
$113K +$123K +17,998 New
1C
212
111 Capital
France
$108K -$16.9K -2,469 -13%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$106K -$5.47K -799 -5%
OF
214
Optimize Financial
California
$101K -$781 -114 -0.7%
CA
215
Cache Advisors
California
$100K +$109K +15,937 New
KBC Group
216
KBC Group
Belgium
$100K -$31.8K -4,636 -23%
CWG
217
Crown Wealth Group
North Carolina
$99.2K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$98K -$121K -17,641 -53%
BF
219
Brucke Financial
Indiana
$97K +$5.98K +873 +6%
VP
220
Verum Partners
North Carolina
$95.9K -$1.63K -238 -2%
EF
221
Empowered Funds
Pennsylvania
$95.7K -$4.86K -709 -4%
MSAM
222
Moloney Securities Asset Management
Missouri
$93.6K -$69.2K -10,100 -40%
BMM
223
Berkshire Money Management
Massachusetts
$92.9K
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$90.1K
GAG
225
GM Advisory Group
New York
$87.9K