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Name Holding Trade Value Shares
Change
Change in
Stake
CI
676
CX Institutional
Indiana
$337K -$12.1K -59 -4%
AWM
677
Angeles Wealth Management
California
$335K -$13.8K -67 -4%
MYIA
678
Mount Yale Investment Advisors
Colorado
$332K -$1.03K -5 -0.3%
PGFC
679
Peapack-Gladstone Financial Corp
New Jersey
$332K -$48.3K -235 -14%
CCA
680
Checchi Capital Advisers
California
$330K -$14.2K -69 -5%
IAA
681
Independent Advisor Alliance
North Carolina
$329K -$11.3K -55 -4%
PF
682
Phoenix Financial
Israel
$328K -$41.1K -200 -12%
RWPA
683
Richard W. Paul & Associates
Michigan
$326K -$6.78K -33 -2%
LSAG
684
Lake Street Advisors Group
New Hampshire
$324K +$287K +1,399 New
PWPS
685
Pinnacle Wealth Planning Services
Ohio
$322K -$44.6K -217 -13%
BL
686
Balentine LLC
Georgia
$322K -$39.2K -191 -12%
AA
687
Ancora Advisors
Ohio
$321K +$10.1K +49 +4%
BIM
688
Bridges Investment Management
Nebraska
$318K -$32.4K -158 -10%
VCM
689
Virtue Capital Management
Tennessee
$318K -$130K -631 -30%
FFM
690
Forum Financial Management
Illinois
$312K – – –
NRD
691
Nebula Research & Development
New York
$306K +$272K +1,323 New
KFC
692
Klingenstein Fields & Co
New York
$306K – – –
TC
693
TownSquare Capital
Utah
$305K +$41.1K +200 +18%
HFS
694
Hantz Financial Services
Michigan
$302K -$262K -1,275 -49%
CCIA
695
Campbell & Co Investment Adviser
Maryland
$300K +$266K +1,295 New
SIC
696
Salem Investment Counselors
North Carolina
$298K +$28.5K +139 +12%
CAM
697
Congress Asset Management
Massachusetts
$296K -$384K -1,871 -59%
BP
698
Ballentine Partners
Massachusetts
$295K -$340K -1,657 -57%
CWS
699
Confluence Wealth Services
Pennsylvania
$294K +$40.7K +198 +18%
Capstone Investment Advisors
700
Capstone Investment Advisors
New York
$293K -$2.3M -11,190 -90%