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Name Holding Trade Value Shares
Change
Change in
Stake
SMG
951
Spectrum Management Group
Indiana
$74K
BSG
952
Black Swift Group
Colorado
$74K +$76.4K +500 New
ECM
953
Estabrook Capital Management
New York
$73.7K
OIA
954
Optimum Investment Advisors
Illinois
$73K -$12.2K -80 -14%
LFG
955
LifePlan Financial Group
Ohio
$66K
WANY
956
Wealthspire Advisors (New York)
New York
$64K +$66.7K +437 New
PMFA
957
Plante Moran Financial Advisors
Michigan
$62K +$3.21K +21 +5%
BTNA
958
Bremer Trust National Association
Minnesota
$62K +$63.7K +417 New
AIA
959
Alera Investment Advisors
Illinois
$61K +$63.1K +413 New
NSIM
960
North Star Investment Management
Illinois
$60K
HL
961
Harding Loevner
New Jersey
$59K
RFA
962
Reilly Financial Advisors
California
$59K
LC
963
Lindbrook Capital
California
$59K +$61.4K +402 New
HCM
964
Hilton Capital Management
New York
$56K
PCP
965
Proficio Capital Partners
Massachusetts
$56K
DSI
966
Daiwa SB Investments
Japan
$56K +$6.11K +40 +12%
ARMC
967
American Research & Management Company
Massachusetts
$53K
SC
968
Sawyer & Company
Massachusetts
$53K
DWA
969
Dougherty Wealth Advisers
Minnesota
$53K +$51.5K +337 New
CAM
970
Close Asset Management
United Kingdom
$51K -$966K -6,326 -85%
EIM
971
Essex Investment Management
Massachusetts
$51K +$52.8K +346 New
BWM
972
Baystate Wealth Management
Massachusetts
$50K
OC
973
Oakworth Capital
Alabama
$50K +$5.34K +35 +12%
CFGS
974
Concourse Financial Group Securities
Alabama
$50K +$34.4K +225 +197%
BWM
975
BerganKDV Wealth Management
Minnesota
$49K