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Name Holding Trade Value Shares
Change
Change in
Stake
PD
676
Planning Directions
Pennsylvania
$817K +$986K +5,246 New
CFB
677
Cullen/Frost Bankers
Texas
$814K -$15K -80 -2%
SSA
678
Schonfeld Strategic Advisors
New York
$814K +$981K +5,221 New
AC
679
Addenda Capital
Quebec, Canada
$809K +$16.5K +88 +2%
CIA
680
CSat Investment Advisory
Michigan
$804K +$763K +4,058 +370%
PAIM
681
Punch & Associates Investment Management
Minnesota
$802K
TI
682
Tidal Investments
Wisconsin
$798K +$763K +4,062 +384%
CEP
683
Chicago Equity Partners
Illinois
$783K -$83.6K -445 -8%
Parallax Volatility Advisers
684
Parallax Volatility Advisers
California
$767K +$805K +4,284 +673%
TBA
685
Tower Bridge Advisors
Pennsylvania
$766K -$33.1K -176 -3%
TC
686
Toews Corporation
New Jersey
$764K +$921K +4,900 New
LFS
687
Legacy Financial Strategies
Kansas
$762K +$14.3K +76 +2%
EWM
688
Elmwood Wealth Management
California
$761K +$82.3K +438 +9%
CAM
689
Cresset Asset Management
Illinois
$760K -$5.83K -31 -0.6%
TC
690
Telemus Capital
Michigan
$754K +$21.2K +113 +3%
SFSG
691
Sound Financial Strategies Group
Mississippi
$753K -$1.6M -8,504 -64%
TC
692
TAP Consulting
Missouri
$744K -$1.14M -6,082 -56%
VWM
693
Venturi Wealth Management
Texas
$744K +$6.39K +34 +0.7%
PP
694
PrairieView Partners
Minnesota
$742K
FA
695
FDx Advisors
Illinois
$741K +$48.7K +259 +6%
PGAM
696
Princeton Global Asset Management
New Jersey
$736K +$126K +670 +17%
GCC
697
Guardian Capital (Canada)
Ontario, Canada
$732K +$37.6K +200 +4%
LBA
698
Lowell Blake & Associates
Massachusetts
$728K -$127K -676 -13%
TAM
699
Townsend Asset Management
North Carolina
$726K +$116K +617 +15%
AWCI
700
Alpine Woods Capital Investors
New York
$723K +$188K +1,000 +27%