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Name Holding Trade Value Shares
Change
Change in
Stake
CIS
1401
Custom Index Systems
New York
$467K +$55.2K +89 +14%
WC
1402
Waterloo Capital
Texas
$467K -$181K -291 -29%
LSA
1403
Leonteq Securities AG
Switzerland
$467K -$3.61M -5,812 -89%
AIA
1404
Angeles Investment Advisors
California
$467K +$197K +318 +81%
OWP
1405
Obermeyer Wealth Partners
Colorado
$466K +$128K +207 +41%
1CP
1406
17 Capital Partners
Arizona
$465K +$9.3K +15 +2%
RP
1407
Riverwater Partners
Wisconsin
$465K +$33.5K +54 +8%
FSA
1408
Fort Sheridan Advisors
Illinois
$465K +$5.58K +9 +1%
IAIM
1409
International Assets Investment Management
Florida
$465K +$1.86K +3 +0.4%
CIAS
1410
Capital Investment Advisory Services
North Carolina
$464K
USB
1411
Union Savings Bank
Connecticut
$463K
Betterment LLC
1412
Betterment LLC
New York
$462K +$620 +1 +0.1%
JWM
1413
Janiczek Wealth Management
Colorado
$461K -$53.3K -86 -11%
PWMG
1414
Prestige Wealth Management Group
New Jersey
$461K -$13K -21 -3%
CICI
1415
Capital Investment Counsel Inc
North Carolina
$460K
MUAMU
1416
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$460K -$310K -500 -42%
WCM
1417
Weaver Capital Management
Georgia
$457K +$432K +696 New
WAG
1418
Winthrop Advisory Group
Massachusetts
$456K -$2.48K -4 -0.6%
HIM
1419
Hillsdale Investment Management
Ontario, Canada
$452K -$25.4K -41 -6%
TF
1420
Trek Financial
Arizona
$451K +$426K +686 New
NC
1421
NovaPoint Capital
Georgia
$448K +$6.2K +10 +1%
OR
1422
Olympiad Research
Connecticut
$447K +$422K +680 New
FFA
1423
Founders Financial Alliance
North Carolina
$444K +$186K +300 +80%
JGUA
1424
John G. Ullman & Associates
New York
$444K
SIC
1425
Samalin Investment Counsel
New York
$443K -$18.6K -30 -4%