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Name Holding Trade Value Shares
Change
Change in
Stake
WP
601
WealthPLAN Partners
Nebraska
$745K +$9.97K +750 +1%
GF
602
Gabelli Funds
New York
$743K
IB
603
Intrust Bank
Kansas
$734K -$22.7K -1,707 -3%
AFAS
604
Acorn Financial Advisory Services
Virginia
$725K +$27.9K +2,099 +4%
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$725K +$29.6K +2,229 +5%
LFF
606
Level Four Financial
Texas
$722K +$502K +37,787 +350%
OPPTF
607
OPSEU Pension Plan Trust Fund
Ontario, Canada
$722K +$642K +48,256 New
MC
608
Machina Capital
France
$718K +$398K +29,932 +163%
DT
609
Diversified Trust
Tennessee
$711K +$279K +20,995 +78%
CG
610
Caprock Group
Idaho
$709K +$107K +8,071 +20%
TPM
611
Triasima Portfolio Management
Quebec, Canada
$709K +$634K +47,715 New
Lido Advisors
612
Lido Advisors
California
$707K -$262K -19,681 -29%
TAM
613
Trust Asset Management
Texas
$705K +$52K +3,914 +9%
Neuberger Berman Group
614
Neuberger Berman Group
New York
$704K +$761K +57,267 +88%
RC
615
RegentAtlantic Capital
New Jersey
$703K +$233K +17,559 +59%
DI
616
Diligent Investors
California
$697K -$16K -1,205 -3%
Koshinski Asset Management
617
Koshinski Asset Management
Illinois
$691K -$143K -10,789 -19%
EF
618
Empirical Finance
Pennsylvania
$690K +$93.2K +7,009 +18%
BFM
619
Boothbay Fund Management
New York
$690K +$617K +46,423 New
IA
620
IFP Advisors
Florida
$686K +$28.8K +2,166 +5%
WANY
621
Wealthspire Advisors (New York)
New York
$674K -$843K -63,438 -58%
Brown Advisory
622
Brown Advisory
Maryland
$674K +$46.4K +3,492 +8%
DA
623
DCM Advisors
New York
$668K -$1.11M -83,200 -65%
AIM
624
Axiom Investment Management
New York
$666K +$356K +26,800 +149%
TPWA
625
TRUE Private Wealth Advisors
Oregon
$662K +$58.4K +4,392 +11%