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Name Holding Trade Value Shares
Change
Change in
Stake
ACS
1401
Archford Capital Strategies
Illinois
$561K -$55.5K -2,027 -10%
IIM
1402
Ironwood Investment Management
Massachusetts
$560K -$4.11K -150 -0.8%
FFA
1403
First Foundation Advisors
California
$554K -$23.5K -858 -5%
HDIM
1404
Hanson & Doremus Investment Management
Vermont
$552K -$11.4K -415 -2%
SCP
1405
Syntal Capital Partners
Texas
$551K +$40.1K +1,463 +75%
CPO
1406
Cerity Partners OCIO
New York
$549K +$36.3K +1,324 +8%
HCM
1407
Highbridge Capital Management
New York
$547K -$64.1M -2,338,883 -99%
TBA
1408
Train Babcock Advisors
New York
$547K -$11K -400 -2%
CW
1409
Cobiz Wealth
Colorado
$544K
HRIA
1410
Haberer Registered Investment Advisor
Ohio
$541K -$54.3K -1,980 -10%
KC
1411
Kingfisher Capital
North Carolina
$541K -$2.19K -80 -0.5%
PH
1412
Pinnacle Holdings
Oklahoma
$539K -$7.7K -281 -2%
CCM
1413
CrestPoint Capital Management
Missouri
$536K -$71.2K -2,600 -13%
BSB
1414
Bangor Savings Bank
Maine
$531K +$17.7K +645 +4%
BOS
1415
Bank of Stockton
California
$526K +$32.1K +1,170 +7%
MIAN
1416
Mariner Independent Advisor Network
Kansas
$525K +$466K +17,002 New
PWAG
1417
Polaris Wealth Advisory Group
California
$521K -$336K -12,259 -42%
IMS
1418
Index Management Solutions
Pennsylvania
$517K +$256K +9,348 +126%
NC
1419
NewSquare Capital
Pennsylvania
$515K -$9.64K -352 -2%
HCMT
1420
Highland Capital Management (Tennessee)
Tennessee
$505K +$15.3K +557 +4%
LWI
1421
Long Wharf Investors
Massachusetts
$504K -$8.44K -308 -2%
UF
1422
Univest Financial
Pennsylvania
$504K +$48.9K +1,784 +12%
AAM
1423
Autus Asset Management
Arizona
$503K +$46.9K +1,713 +12%
WA
1424
Waverly Advisors
Alabama
$502K
WCM Investment Management
1425
WCM Investment Management
California
$502K +$4.11K +150 +0.9%