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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$77K -$612K -11,602 -88%
PI
502
PEAK6 Investments
Illinois
$75K +$79.2K +1,502 New
SAM
503
Shell Asset Management
Netherlands
$72K -$30.8K -584 -29%
LJHT
504
Laurie J. Hall Trustee
$70K
OC
505
Oakworth Capital
Alabama
$70K
BCA
506
Berman Capital Advisors
Georgia
$70K +$4.01K +76 +6%
AWM
507
AllSquare Wealth Management
New York
$68K
HF
508
Halpern Financial
Virginia
$66.7K
RMC
509
Resources Management Corp
Connecticut
$66K
LF
510
Lee Financial
Texas
$65K
PFBT
511
Parkside Financial Bank & Trust
Missouri
$61K +$316 +6 +0.5%
BU
512
BBVA USA
Alabama
$59K +$62.9K +1,194 New
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.1K +$21K +398 +55%
SNT
514
Security National Trust
West Virginia
$55K
QCG
515
Quadrant Capital Group
Ohio
$54K +$2.32K +44 +4%
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$54K +$5.69K +108 +11%
HI
517
Harbour Investments
Wisconsin
$53K -$6.54K -124 -10%
IA
518
IFP Advisors
Florida
$53K -$3.16K -60 -5%
ETC
519
Exchange Traded Concepts
Oklahoma
$52K +$54.8K +1,040 New
FCMT
520
Founders Capital Management (Texas)
Texas
$51K
GRP
521
Global Retirement Partners
California
$51K +$6.22K +118 +13%
RFA
522
Reilly Financial Advisors
California
$50K -$8.86K -168 -14%
HCP
523
Hexagon Capital Partners
Arkansas
$50K
MMG
524
Monetary Management Group
Missouri
$50K
LWCFA
525
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K +$52.9K +1,004 New