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Name Holding Trade Value Shares
Change
Change in
Stake
RC
601
RegentAtlantic Capital
New Jersey
$527K +$199K +6,590 +70%
EA
602
Emerald Advisers
Pennsylvania
$522K -$18.1K -600 -4%
CFG
603
Cooper Financial Group
California
$519K -$20.2K -670 -4%
SAM
604
Silvercrest Asset Management
New York
$518K
CIM
605
Contravisory Investment Management
Massachusetts
$511K -$6.63K -220 -1%
BC
606
Burney Company
Virginia
$510K +$30.7K +1,020 +7%
AIP
607
Almanack Investment Partners
Pennsylvania
$508K +$123K +4,090 +36%
FTDI
608
First Trust Direct Indexing
Massachusetts
$507K +$36.2K +1,200 +8%
CA
609
Cullinan Associates
Kentucky
$499K -$2.38M -78,900 -84%
KWMG
610
King Wealth Management Group
Florida
$496K
YMRC
611
Yorktown Management & Research Company
Virginia
$496K
GAM
612
Griffin Asset Management
New York
$496K +$7.53K +250 +2%
WCM
613
Whitener Capital Management
North Carolina
$495K -$30.1K -1,000 -6%
HCM
614
HM Capital Management
Missouri
$495K +$1.21K +40 +0.3%
CA
615
Cetera Advisors
Colorado
$495K +$25.6K +850 +6%
IFWM
616
Institute for Wealth Management
Colorado
$491K -$45.2K -1,500 -9%
CCG
617
Capital CS Group
California
$487K +$444K +14,730 New
CRCM
618
Corbett Road Capital Management
Virginia
$486K -$49.7K -1,650 -10%
JIR
619
James Investment Research
Ohio
$482K -$149K -4,950 -25%
SSWM
620
Smith Salley Wealth Management
North Carolina
$482K -$36.8K -1,220 -8%
KFA
621
Krane Funds Advisors
New York
$476K +$29.5K +980 +7%
CTA
622
Chesley Taft & Associates
Illinois
$472K
QSS
623
Quantitative Systematic Strategies
Florida
$471K +$430K +14,260 New
PSUF
624
People's United Financial
Connecticut
$466K -$57.9K -1,920 -12%
PFA
625
Paradigm Financial Advisors
Missouri
$464K +$423K +14,050 New