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Name Holding Trade Value Shares
Change
Change in
Stake
DFIG
1776
Dragon Financial & Investment Group
California
$363K
PV
1777
Private Vista
Illinois
$361K -$42.4K -227 -11%
NEGWA
1778
New England Guild Wealth Advisors
Connecticut
$361K -$18.7K -100 -5%
SIG
1779
Sky Investment Group
Connecticut
$361K +$13.6K +73 +4%
KFA
1780
Kays Financial Advisory
Georgia
$359K +$934 +5 +0.3%
UCI
1781
Uncommon Cents Investing
Wisconsin
$355K
SFM
1782
Signature Financial Management
Virginia
$353K
BFPW
1783
BOK Financial Private Wealth
Colorado
$352K
WA
1784
WealthTrust Axiom
Pennsylvania
$351K
VFPI
1785
Vantage Financial Partners (Illinois)
Illinois
$351K +$74.7K +400 +29%
ED
1786
Exane Derivatives
France
$351K +$89.1K +477 +36%
OC
1787
Oarsman Capital
Wisconsin
$350K
SP
1788
SWS Partners
Ohio
$348K +$300K +1,606 +902%
GIA
1789
Granite Investment Advisors
New Hampshire
$347K -$1.87K -10 -0.6%
FPCM
1790
Financial Partners Capital Management
New York
$347K
PWS
1791
Paragon Wealth Strategies
Florida
$347K +$1.12K +6 +0.3%
GAB
1792
German American Bancorp
Indiana
$344K +$329K +1,763 New
EA
1793
Emerald Advisers
Pennsylvania
$341K -$38.1K -204 -10%
BWP
1794
Baldwin Wealth Partners
Massachusetts
$340K +$16.8K +90 +5%
SCP
1795
Seizert Capital Partners
Michigan
$339K
HFA
1796
Huber Financial Advisors
Illinois
$339K +$325K +1,741 New
HPWM
1797
Highland Private Wealth Management
Washington
$338K +$323K +1,729 New
SI
1798
Shaker Investments
Ohio
$338K +$323K +1,730 New
CAM
1799
Cidel Asset Management
Ontario, Canada
$338K +$324K +1,734 New
TSWM
1800
Triangle Securities Wealth Management
North Carolina
$335K -$24.3K -130 -7%