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Name Holding Trade Value Shares
Change
Change in
Stake
IP
1626
Investment Partners
Ohio
$897K -$137K -2,573 -12%
HH
1627
HWG Holdings
Texas
$897K +$53.6K +1,009 +6%
OFW
1628
Omnia Family Wealth
Florida
$896K – – –
PCG
1629
Private Capital Group
Connecticut
$894K +$116K +2,191 +14%
ACS
1630
Archford Capital Strategies
Illinois
$880K -$580K -10,921 -38%
SP
1631
Successful Portfolios
Florida
$878K +$6.37K +120 +0.7%
TA
1632
Townsend & Associates
Colorado
$873K +$76.3K +1,437 +9%
PWM
1633
Perigon Wealth Management
California
$872K +$413K +7,774 +80%
AAP
1634
Arax Advisory Partners
Colorado
$868K +$320K +6,032 +53%
CANY
1635
Caxton Associates (New York)
New York
$866K +$925K +17,415 New
XS
1636
XR Securities
Illinois
$864K +$923K +17,388 New
RT
1637
Rockland Trust
Massachusetts
$860K -$44.6K -840 -5%
CII
1638
Capital International Inc
California
$858K -$1.61M -30,340 -64%
CW
1639
Cobiz Wealth
Colorado
$853K – – –
EA
1640
Elm Advisors
California
$853K – – –
BIM
1641
Baldwin Investment Management
Pennsylvania
$853K +$911K +17,164 New
JWM
1642
Jackson Wealth Management
Florida
$849K +$859K +16,184 New
MWPCG
1643
Measured Wealth Private Client Group
New Hampshire
$847K +$906K +17,058 New
WPW
1644
Winthrop Partners - WNY
New York
$841K -$2.55K -48 -0.3%
BLAM
1645
Bourne Lent Asset Management
New York
$840K +$5.31K +100 +0.6%
PAIM
1646
Punch & Associates Investment Management
Minnesota
$840K +$897K +16,900 New
GWS
1647
Glassman Wealth Services
Virginia
$839K -$126K -2,367 -12%
CVM
1648
Cheviot Value Management
California
$839K +$282K +5,307 +46%
HI
1649
Hudock Inc
Pennsylvania
$836K +$2.92K +55 +0.3%
BFM
1650
Boothbay Fund Management
New York
$835K -$752K -14,154 -46%