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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
751
Novare Capital Management
North Carolina
$797K +$490K +8,392 +161%
MCM
752
Mainstay Capital Management
Michigan
$794K -$620K -10,614 -44%
SIM
753
Sentry Investment Management
Wisconsin
$793K +$115K +1,977 +17%
TAM
754
Trust Asset Management
Texas
$791K
EWA
755
Exencial Wealth Advisors
Oklahoma
$790K +$787K +13,473 New
PIA
756
Perennial Investment Advisors
California
$782K -$137K -2,346 -15%
XWM
757
Xcel Wealth Management
Florida
$782K +$201K +3,442 +35%
TMAM
758
Tokio Marine Asset Management
Japan
$781K +$72.7K +1,244 +10%
RVPG
759
Relative Value Partners Group
$776K +$17.5K +300 +2%
IBOK
760
Independence Bank of Kentucky
Kentucky
$775K +$360K +6,165 +88%
VanEck Associates
761
VanEck Associates
New York
$773K -$1.45M -24,819 -65%
CAM
762
Columbia Asset Management
Michigan
$773K -$21.6K -370 -3%
CHAM
763
Clear Harbor Asset Management
Connecticut
$771K -$16.9K -290 -2%
MW
764
Marcum Wealth
Ohio
$764K +$1.05K +18 +0.1%
IWC
765
Integrated Wealth Concepts
Massachusetts
$763K -$66.7K -1,142 -8%
CWM
766
C2C Wealth Management
Arizona
$761K +$758K +12,983 New
CTA
767
Chesley Taft & Associates
Illinois
$758K -$5.26K -90 -0.7%
CCA
768
Checchi Capital Advisers
California
$754K -$1.11K -19 -0.1%
AWM
769
Apollon Wealth Management
South Carolina
$750K +$747K +12,789 New
SM
770
Salzhauer Michael
$750K +$2.92M +50,000 New
BMCM
771
Burns Matteson Capital Management
New York
$746K +$743K +12,726 New
PFA
772
Paradigm Financial Advisors
Missouri
$743K +$740K +12,673 New
MGP
773
Metis Global Partners
California
$742K +$739K +12,658 New
AC
774
Avestar Capital
New York
$739K -$1.09M -18,636 -60%
PMA
775
Prudent Man Advisors
Illinois
$737K -$130K -2,218 -15%