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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
701
Whalerock Point Partners
Rhode Island
$205K +$199K +2,490 New
IAA
702
Independent Advisor Alliance
North Carolina
$203K +$190K +2,378 New
OIA
703
Optimum Investment Advisors
Illinois
$203K +$196K +2,455 New
SM
704
Sciencast Management
New Jersey
$203K +$197K +2,465 New
CBU
705
CIBC Bank USA
Illinois
$200K +$194K +2,434 New
CAG
706
Crestwood Advisors Group
Massachusetts
$192K +$176K +2,200 New
DZ Bank
707
DZ Bank
Germany
$190K +$47.9K +600 +35%
PB
708
Pinnacle Bancorp
Nebraska
$181K +$176K +2,200 New
TF
709
Tompkins Financial
New York
$179K -$44.4K -556 -20%
PAM
710
Paradigm Asset Management
New York
$173K +$168K +2,100 New
SEC
711
Seven Eight Capital
New York
$173K -$2.72M -34,000 -94%
FANJ
712
Financial Architects (New Jersey)
New Jersey
$173K -$152K -1,900 -48%
AOWM
713
Alpha Omega Wealth Management
Virginia
$173K
AF
714
Allworth Financial
California
$165K -$32K -400 -17%
CLM
715
ClearBridge LLC (Maryland)
Maryland
$160K
KF
716
Krilogy Financial
Missouri
$157K
AIM
717
Acrospire Investment Management
Illinois
$157K +$39.9K +500 +36%
SWA
718
Sutton Wealth Advisors
Florida
$152K -$1.28K -16 -0.9%
JFA
719
JNBA Financial Advisors
Minnesota
$151K
RIM
720
Rampart Investment Management
Connecticut
$145K -$450K -5,633 -76%
HA
721
Harfst & Associates
Wyoming
$141K +$137K +1,714 New
CBOA
722
Commonwealth Bank of Australia
Australia
$138K +$5.35K +67 +4%
DBT
723
Dubuque Bank & Trust
Iowa
$134K +$103K +1,289 +387%
FPFS
724
First Personal Financial Services
North Carolina
$133K +$8.95K +112 +7%
WIM
725
Westside Investment Management
California
$128K -$93.5K -1,170 -44%