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Name Holding Trade Value Shares
Change
Change in
Stake
IAM
1476
Integre Asset Management
New York
$758K – – –
AWA
1477
Acorn Wealth Advisors
Michigan
$754K +$675K +3,912 New
LP
1478
LMR Partners
United Kingdom
$753K +$208K +1,206 +44%
RGIA
1479
Rainier Group Investment Advisory
Washington
$752K – – –
DIA
1480
Davidson Investment Advisors
Montana
$752K +$28.5K +165 +4%
SS
1481
Simplicity Solutions
Minnesota
$752K +$465K +2,695 +212%
CIC
1482
Cornercap Investment Counsel
Georgia
$748K -$55.2K -320 -8%
RC
1483
Roundview Capital
New Jersey
$748K +$25K +145 +4%
CAC
1484
Certified Advisory Corp
Florida
$747K +$681K +3,945 New
Fiera Capital (Canada)
1485
Fiera Capital (Canada)
Quebec, Canada
$746K +$248K +1,434 +57%
CMBA
1486
C.M. Bidwell & Associates
Hawaii
$745K -$15.5K -90 -2%
CFD
1487
Creative Financial Designs
Indiana
$745K -$4.14K -24 -0.6%
PWM
1488
Paulson Wealth Management
Illinois
$743K +$677K +3,922 New
SCP
1489
Sandhill Capital Partners
New York
$740K +$8.46K +49 +1%
WCM
1490
Whitener Capital Management
North Carolina
$740K +$674K +3,905 New
FM
1491
Foster & Motley
Ohio
$739K -$36.4K -211 -5%
RA
1492
RFG Advisory
Alabama
$736K +$37.3K +216 +6%
SXL
1493
Summit X LLC
Missouri
$734K +$1.9K +11 +0.3%
PBO
1494
Peoples Bank (Ohio)
Ohio
$733K +$4.32K +25 +0.7%
OAM
1495
Oak Asset Management
California
$733K +$668K +3,870 New
SS
1496
Sunbelt Securities
Texas
$732K -$173 -1 -0%
JG
1497
Jefferies Group
New York
$731K +$562K +3,257 +545%
NPA
1498
Nichols & Pratt Advisers
Massachusetts
$728K +$34.5K +200 +5%
IDBONY
1499
Israel Discount Bank of New York
New York
$726K -$209K -1,210 -24%
EWA
1500
Exencial Wealth Advisors
Oklahoma
$725K -$14.7K -85 -2%