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Name Holding Trade Value Shares
Change
Change in
Stake
OR
226
Olympiad Research
Connecticut
$411K -$1.11K -64 -0.3%
CL
227
CPWM LLC
Washington
$407K
DBIA
228
Dumont & Blake Investment Advisors
New Jersey
$407K +$347K +20,000 New
FAM
229
Formidable Asset Management
Ohio
$407K +$347K +20,000 New
Envestnet Asset Management
230
Envestnet Asset Management
Illinois
$398K -$125K -7,233 -27%
LFAS
231
Level Four Advisory Services
Texas
$395K +$336K +19,404 New
ASN
232
Advisory Services Network
Georgia
$382K +$52.5K +3,028 +19%
CRI
233
Colonial River Investments
Virginia
$381K -$11.8K -680 -4%
FTUS
234
Flow Traders U.S.
New York
$379K +$323K +18,632 New
JWBC
235
J.W. Burns & Co
New York
$366K
SPIA
236
Steward Partners Investment Advisory
New York
$354K +$173K +10,001 +135%
ZCA
237
Zeke Capital Advisors
Pennsylvania
$353K +$301K +17,346 New
UA
238
Unison Advisors
District of Columbia
$345K
WCM
239
Weld Capital Management
New York
$334K +$43.7K +2,523 +18%
URS
240
Utah Retirement Systems
Utah
$332K +$5.2K +300 +2%
OWA
241
Octavia Wealth Advisors
Ohio
$322K +$867 +50 +0.3%
BAM
242
Boyar Asset Management
New York
$318K
MAFM
243
Mid Atlantic Financial Management
Pennsylvania
$315K -$43.3K -2,500 -14%
SCM
244
Shelton Capital Management
Colorado
$314K
QIM
245
Quantitative Investment Management
Virginia
$305K -$201K -11,609 -44%
JWM
246
Jeppson Wealth Management
California
$296K -$693 -40 -0.3%
Rafferty Asset Management
247
Rafferty Asset Management
New York
$294K -$21.2K -1,222 -8%
CMANY
248
Capital Management Associates (New York)
New York
$270K -$165K -9,500 -42%
KAS
249
Kestra Advisory Services
Texas
$269K -$197K -11,358 -46%
SWM
250
Spire Wealth Management
Virginia
$269K +$230K +13,258 New