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Name Holding Trade Value Shares
Change
Change in
Stake
OPS
651
Orion Portfolio Solutions
Nebraska
$253K +$91.3K +1,184 +64%
KA
652
Klingman & Associates
New York
$253K +$234K +3,036 New
CBT
653
Capital Bank & Trust
California
$250K +$231K +3,000 New
SCM
654
Salem Capital Management
Massachusetts
$250K +$231K +3,000 New
LS
655
Livforsakringsbolaget Skandia
Sweden
$249K -$123K -1,600 -35%
TP
656
Tranquility Partners
Tennessee
$248K -$19.1K -248 -8%
YWP
657
YorkBridge Wealth Partners
New York
$247K -$27.5K -356 -11%
CM
658
Castleark Management
Illinois
$246K
GWM
659
Greenwich Wealth Management
Connecticut
$244K -$102K -1,328 -31%
HFM
660
Harvest Fund Management
China
$242K -$37K -480 -14%
FFA
661
First Foundation Advisors
California
$240K +$222K +2,880 New
PGA
662
Portland Global Advisors
Maine
$238K +$221K +2,860 New
EF
663
Empirical Finance
Pennsylvania
$237K +$220K +2,852 New
MAM
664
Martingale Asset Management
Massachusetts
$235K -$1.14M -14,812 -84%
NFG
665
Next Financial Group
Texas
$235K -$350K -4,544 -62%
DADC
666
D.A. Davidson & Co
Montana
$231K +$214K +2,780 New
OR
667
Olympiad Research
Connecticut
$227K +$210K +2,728 New
NCM
668
Novare Capital Management
North Carolina
$225K +$208K +2,700 New
WSTAM
669
Wilbanks Smith & Thomas Asset Management
Virginia
$225K +$209K +2,708 New
PCM
670
Parsons Capital Management
Rhode Island
$220K +$204K +2,640 New
WA
671
WBH Advisory
Maryland
$220K +$204K +2,648 New
OIA
672
OneDigital Investment Advisors
Kansas
$219K -$236K -3,064 -54%
CGL
673
Clarius Group LLC
Washington
$219K +$203K +2,632 New
FPS
674
Fieldpoint Private Securities
Connecticut
$218K +$202K +2,620 New
BFM
675
Boston Financial Management
Massachusetts
$216K -$41K -532 -17%