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Name Holding Trade Value Shares
Change
Change in
Stake
STA
701
Summit Trail Advisors
New York
$303K -$47.1K -461 -16%
AC
702
Avestar Capital
New York
$303K +$249K +2,440 New
SW
703
SVB Wealth
Massachusetts
$302K +$248K +2,430 New
PIM
704
Plato Investment Management
Australia
$300K +$247K +2,417 New
KCM
705
KRS Capital Management
Michigan
$298K
CMI
706
Clare Market Investments
Texas
$298K -$202K -1,977 -45%
RBCM
707
Raub Brock Capital Management
California
$292K +$241K +2,355 New
FIM
708
Freedom Investment Management
Connecticut
$290K -$91K -891 -28%
CI
709
CX Institutional
Indiana
$286K +$235K +2,305 New
9WM
710
9258 Wealth Management
Ohio
$286K +$235K +2,302 New
OR
711
Olympiad Research
Connecticut
$285K -$15.8K -155 -6%
DTL
712
Dynamic Technology Lab
Singapore
$284K +$234K +2,287 New
GIA
713
Gladstone Institutional Advisory
Florida
$282K -$412K -4,030 -64%
CCA
714
Checchi Capital Advisers
California
$281K +$7.05K +69 +3%
BP
715
Ballentine Partners
Massachusetts
$279K -$92.1K -902 -29%
HWA
716
Heritage Wealth Advisors
Virginia
$277K
MCM
717
MAI Capital Management
Ohio
$276K +$227K +2,222 New
BIG
718
Brooklyn Investment Group
New York
$274K +$226K +2,210 New
GLA
719
Great Lakes Advisors
Illinois
$273K -$5.31K -52 -2%
BA
720
Bristlecone Advisors
Washington
$273K -$15.5K -152 -6%
PVI
721
Pine Valley Investments
New Jersey
$270K +$223K +2,179 New
SAI
722
Systematic Alpha Investments
New Jersey
$270K
CCG
723
Cypress Capital Group
Florida
$268K +$221K +2,160 New
AFT
724
Alpha Family Trust
California
$267K
RWP
725
Revolve Wealth Partners
New Jersey
$266K -$13.9K -136 -6%