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Name Holding Trade Value Shares
Change
Change in
Stake
AL
551
AJO LP
Pennsylvania
$370K
WP
552
WealthSource Partners
California
$365K -$76.5K -8,907 -18%
DPIM
553
Duff & Phelps Investment Management
Illinois
$365K
TPWA
554
TRUE Private Wealth Advisors
Oregon
$353K -$18.2K -2,122 -5%
NIM
555
NuWave Investment Management
New Jersey
$352K +$119K +13,904 +53%
CM
556
Caption Management
Oklahoma
$351K +$344K +40,000 New
UB
557
UMB Bank
Missouri
$350K -$7.92K -922 -2%
IC
558
InterOcean Capital
Illinois
$349K +$6.85K +798 +2%
BRWA
559
B. Riley Wealth Advisors
Florida
$347K +$28.6K +3,330 +9%
LOAME
560
Lombard Odier Asset Management (Europe)
United Kingdom
$346K
KA
561
Kintegral Advisory
New York
$344K +$176K +20,522 +110%
FFN
562
Focus Financial Network
Minnesota
$341K +$334K +38,877 New
FI
563
FormulaFolio Investments
Michigan
$339K -$109K -12,647 -25%
KFGK
564
Keystone Financial Group (Kentucky)
Kentucky
$339K +$28.8K +3,355 +10%
ACI
565
Alpha Cubed Investments
California
$336K +$10.8K +1,263 +3%
SSG
566
Summit Securities Group
New York
$335K -$429K -49,900 -57%
WWM
567
Western Wealth Management
Colorado
$333K +$8.18K +952 +3%
MA
568
Mutual Advisors
Nebraska
$331K +$13K +1,509 +4%
CIBC Private Wealth Group
569
CIBC Private Wealth Group
Georgia
$331K +$51.8K +6,026 +19%
SAM
570
Strategy Asset Managers
California
$329K -$113K -13,185 -26%
RFM
571
Royal Fund Management
Florida
$329K -$14.4K -1,677 -4%
TF
572
TIAA FSB
Florida
$328K +$32.2K +3,744 +11%
LC
573
Loews Corp
New York
$327K
IB
574
Intrust Bank
Kansas
$327K +$28.4K +3,308 +10%
GAM
575
GQ Asset Management
New York
$326K +$318K +37,076 New