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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
SVA Wealth Management
Wisconsin
$202K +$187K +2,630 New
CB
202
Commerce Bank
Missouri
$200K +$185K +2,604 New
SMG
203
Spectrum Management Group
Indiana
$191K
HPC
204
HM Payson & Co
Maine
$188K
CF
205
Centaurus Financial
California
$186K
FF
206
FourThought Financial
Florida
$148K +$137K +1,933 New
MF
207
Manchester Financial
California
$147K -$14.2K -200 -9%
HNB
208
Huntington National Bank
Ohio
$139K -$2.92K -41 -2%
CIAS
209
CBIZ Investment Advisory Services
Ohio
$139K
PI
210
PEAK6 Investments
Illinois
$138K +$128K +1,802 New
Osaic Holdings
211
Osaic Holdings
Arizona
$120K -$181K -2,548 -62%
DSC
212
Duncker Streett & Co
Missouri
$115K
CAAS
213
Capital Asset Advisory Services
Michigan
$103K +$95.7K +1,346 New
PWPS
214
Pinnacle Wealth Planning Services
Ohio
$75K +$70.3K +988 New
TPWA
215
TRUE Private Wealth Advisors
Oregon
$67K
PA
216
Parallel Advisors
California
$61K
GLLW
217
Graves Light Lenhart Wealth
Virginia
$49K +$45.8K +644 New
CI Investments Inc
218
CI Investments Inc
Ontario, Canada
$42K +$15.4K +217 +65%
PHK
219
Point72 Hong Kong
Hong Kong
$42K +$39.2K +551 New
CMA
220
Cedar Mountain Advisors
Oregon
$38K
EAM
221
Erste Asset Management
Austria
$31.3K -$1.2M -16,898 -98%
Lazard Asset Management
222
Lazard Asset Management
New York
$29K
TCOV
223
Trust Company of Vermont
Vermont
$24K
MLFP
224
MPS Loria Financial Planners
Illinois
$23K
PCG
225
Private Capital Group
Connecticut
$19K -$6.26K -88 -27%