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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
876
Wedmont Private Capital
Pennsylvania
$432K +$45.5K +1,090 +14%
M
877
MOTCO
Texas
$431K -$22.1K -530 -6%
LJAC
878
L.J. Altfest & Co
New York
$427K -$836 -20 -0.2%
AR
879
Advisory Research
Illinois
$426K +$367K +8,790 New
MFS
880
Mirabella Financial Services
United Kingdom
$425K +$366K +8,770 New
PCOC
881
Power Corp of Canada
Canada
$423K
SM
882
STF Management
Texas
$421K -$284K -6,800 -44%
PCM
883
Prelude Capital Management
New York
$421K -$142K -3,410 -28%
HI
884
Horizon Investments
North Carolina
$421K +$42.6K +1,020 +13%
AA
885
ALPS Advisors
Colorado
$420K +$2.09K +50 +0.6%
OTL
886
Oak Thistle LLC
New York
$417K +$359K +8,600 New
GWS
887
Glassman Wealth Services
Virginia
$415K -$109K -2,600 -23%
IWC
888
Integrated Wealth Concepts
Massachusetts
$414K +$356K +8,530 New
KIC
889
Keating Investment Counselors
Florida
$412K -$125K -3,000 -26%
LFG
890
Larson Financial Group
Missouri
$412K +$280K +6,690 +372%
GA
891
Geller Advisors
New York
$410K +$142K +3,400 +67%
OR
892
Olympiad Research
Connecticut
$409K +$39.7K +950 +13%
FTWA
893
Fifth Third Wealth Advisors
Ohio
$409K +$352K +8,430 New
CW
894
CreativeOne Wealth
Kansas
$408K +$40.9K +980 +13%
CPRC
895
Consolidated Portfolio Review Corp
New York
$407K
AAM
896
Auxier Asset Management
Oregon
$405K
EWM
897
Evercore Wealth Management
New York
$402K
PI
898
PFG Investments
New York
$399K +$3.34K +80 +1%
GIA
899
Gateway Investment Advisers
Ohio
$397K -$8.78K -210 -3%
BC
900
Barnett & Company
Tennessee
$395K