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Name Holding Trade Value Shares
Change
Change in
Stake
LA
651
LVW Advisors
New York
$778K +$302K +613 +56%
GEM
652
Global Endowment Management
North Carolina
$769K +$828K +1,680 New
OQS
653
Occudo Quantitative Strategies
Florida
$761K -$541K -1,097 -40%
FFG
654
Fortem Financial Group
California
$760K +$135K +274 +20%
PWG
655
Portside Wealth Group
Utah
$757K -$69.5K -141 -8%
VA
656
Vident Advisory
Georgia
$739K -$1.54M -3,130 -66%
CIP
657
Capital Insight Partners
Arizona
$736K +$69K +140 +10%
NSIM
658
North Star Investment Management
Illinois
$734K
SACTSONJ
659
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$732K
AI
660
Atom Investors
Texas
$732K +$788K +1,598 New
SC
661
Shearwater Capital
Colorado
$727K
SWP
662
Stratos Wealth Partners
Ohio
$719K +$136K +276 +21%
WS
663
Wedbush Securities
California
$716K +$145K +294 +23%
MAS
664
Meeder Advisory Services
Ohio
$713K -$11.3K -23 -1%
JAG
665
Journey Advisory Group
Kentucky
$712K -$121K -246 -14%
GIS
666
Grayhawk Investment Strategies
Alberta, Canada
$711K +$765K +1,553 New
WWM
667
Whalen Wealth Management
Nevada
$710K +$764K +1,550 New
CIC
668
Chilton Investment Company
Connecticut
$706K +$761K +1,543 New
MOS
669
MGO One Seven
Ohio
$706K -$126K -255 -14%
MC
670
Moors & Cabot
Massachusetts
$701K
TC
671
Telemus Capital
Michigan
$699K -$75.4K -153 -9%
CA
672
Cullinan Associates
Kentucky
$698K
VanEck Associates
673
VanEck Associates
New York
$692K -$126K -256 -14%
I
674
InceptionR
California
$691K +$201K +408 +37%
BTI
675
Blue Trust Inc
Georgia
$690K +$606K +1,230 +651%