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Name Holding Trade Value Shares
Change
Change in
Stake
CC
2226
Claybrook Capital
Massachusetts
$159K +$83.4K +1,823 +99%
WCM
2227
WealthBridge Capital Management
Ohio
$159K +$168K +3,664 New
WDL
2228
Well Done LLC
Michigan
$159K +$168K +3,673 New
Barrow, Hanley, Mewhinney & Strauss
2229
Barrow, Hanley, Mewhinney & Strauss
Texas
$156K +$9.47K +207 +6%
RCG
2230
Ruggie Capital Group
Florida
$153K +$153K +3,348 +1,924%
TIM
2231
Tortoise Investment Management
New York
$151K
VCM
2232
Versant Capital Management
Arizona
$151K
HFM
2233
Harvest Fund Management
China
$147K -$174K -3,811 -53%
BL
2234
Balentine LLC
Georgia
$143K +$101K +2,200 +198%
ECM
2235
EII Capital Management
New York
$140K
JWA
2236
JFS Wealth Advisors
Pennsylvania
$138K -$141K -3,085 -49%
IUHSA
2237
Itau Unibanco Holding S.A.
Brazil
$136K -$24.8K -542 -15%
FMP
2238
Financial Management Professionals
Texas
$134K
W
2239
WealthOne
New York
$134K +$142K +3,097 New
SA
2240
SRH Advisors
Kansas
$126K
WAM
2241
Watermark Asset Management
California
$126K +$5.13K +112 +4%
CWA
2242
Clarus Wealth Advisors
Arizona
$126K +$5.17K +113 +4%
SFA
2243
Semmax Financial Advisors
North Carolina
$126K +$133K +2,901 New
DWA
2244
Dougherty Wealth Advisers
Minnesota
$124K +$121K +2,654 New
SAS
2245
Stelac Advisory Services
New York
$122K -$3.27M -71,430 -96%
MWM
2246
Mascoma Wealth Management
New Hampshire
$121K
TWMP
2247
Taylor Wealth Management Partners
Massachusetts
$121K
AIM
2248
Arcadia Investment Management
Michigan
$118K
HFM
2249
Hartford Financial Management
Connecticut
$118K
SIA
2250
SeaBridge Investment Advisors
New Jersey
$117K +$124K +2,700 New