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Name Holding Trade Value Shares
Change
Change in
Stake
CT
851
Columbia Trust
Oregon
$209K +$215K +2,997 New
LFF
852
Level Four Financial
Texas
$207K +$213K +2,970 New
HFG
853
Heron Financial Group
New York
$206K – – –
LRIA
854
Leonard Rickey Investment Advisors
Washington
$205K +$4.95K +69 +2%
SWM
855
SeaCrest Wealth Management
New York
$205K +$7.24K +101 +4%
NSAM
856
North Star Asset Management
Wisconsin
$204K +$210K +2,925 New
OIA
857
OneDigital Investment Advisors
Kansas
$203K -$42.3K -590 -17%
IP
858
Intellectus Partners
California
$202K -$17.9K -250 -8%
BFM
859
Boothbay Fund Management
New York
$202K +$208K +2,902 New
TCM
860
Teza Capital Management
Illinois
$202K +$208K +2,906 New
Acadian Asset Management
861
Acadian Asset Management
Massachusetts
$200K -$1.13M -15,742 -84%
CWP
862
Concord Wealth Partners
Virginia
$198K -$28.8K -402 -12%
CIAS
863
CBIZ Investment Advisory Services
Ohio
$195K – – –
T
864
TOBAM
France
$194K +$41.7K +582 +26%
ADL
865
Asset Dedication LLC
California
$189K – – –
NIM
866
NuWave Investment Management
New Jersey
$184K +$189K +2,634 New
AS
867
Altshuler Shaham
Israel
$183K -$90K -1,256 -33%
CFGS
868
Concourse Financial Group Securities
Alabama
$177K +$43.7K +610 +32%
BDWM
869
Brewin Dolphin Wealth Management
Ireland
$174K – – –
AA
870
AlphaCentric Advisors
Puerto Rico
$173K +$72 +1 +0%
FWM
871
Focused Wealth Management
New York
$172K – – –
BFEC
872
Benjamin F. Edwards & Company
Missouri
$171K -$46.4K -647 -21%
FF
873
FourThought Financial
Florida
$163K -$18.1K -253 -10%
JFGIW
874
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K – – –
SWA
875
SOA Wealth Advisors
New York
$149K +$1.29K +18 +0.8%