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Name Holding Trade Value Shares
Change
Change in
Stake
SC
676
Syon Capital
California
$927K +$78.4K +312 +10%
EFG
677
Everhart Financial Group
Ohio
$921K +$59K +235 +8%
CIP
678
Capital Insight Partners
Arizona
$918K +$869K +3,460 New
LFA
679
Laraway Financial Advisors
Minnesota
$918K -$25.1K -100 -3%
CP
680
CenterBook Partners
Connecticut
$913K -$2.58M -10,290 -76%
IP
681
Intellectus Partners
California
$909K +$2.01K +8 +0.2%
NAM
682
NorthCrest Asset Manangement
Minnesota
$893K
ALA
683
Atlas Legacy Advisors
California
$891K -$236K -938 -23%
LA
684
LVW Advisors
New York
$883K -$99.2K -395 -11%
WFI
685
West Family Investments
California
$870K -$76.6K -305 -9%
CIC
686
Carnegie Investment Counsel
Ohio
$862K -$81.6K -325 -9%
STCOSD
687
Sageworth Trust Company of South Dakota
South Dakota
$853K
MSA
688
MUFG Securities Americas
New York
$850K +$117K +466 +18%
FC
689
Forte Capital
New York
$848K +$1.26K +5 +0.2%
MIM
690
Miller Investment Management
Pennsylvania
$847K
IAS
691
Investment Advisory Services
Texas
$840K +$754 +3 +0.1%
FIA
692
Foundations Investment Advisors
Arizona
$838K -$336K -1,339 -31%
NAS
693
Nicolet Advisory Services
Wisconsin
$838K +$38.2K +152 +5%
CRI
694
Commonwealth Retirement Investments
Virginia
$830K
HWMO
695
Heritage Wealth Management (Ohio)
Ohio
$823K -$205K -815 -22%
EWA
696
EP Wealth Advisors
California
$822K -$51.7K -206 -7%
HPC
697
HM Payson & Co
Maine
$813K
PGFC
698
Peapack-Gladstone Financial Corp
New Jersey
$813K +$2.76K +11 +0.4%
AIA
699
AssuredPartners Investment Advisors
Florida
$812K +$38.7K +154 +6%
CAC
700
Core Alternative Capital
Georgia
$803K