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Name Holding Trade Value Shares
Change
Change in
Stake
LF
501
LifePlan Financial
Minnesota
$356K -$39.5K -500 -10%
SSA
502
Schonfeld Strategic Advisors
New York
$355K +$363K +4,590 New
WSFS
503
Wilmington Savings Fund Society
Delaware
$351K +$359K +4,541 New
A
504
AlphaQuest
New York
$350K +$358K +4,523 New
BAM
505
Berkshire Asset Management
Pennsylvania
$348K
CPIG
506
Chicago Partners Investment Group
Illinois
$339K -$135K -1,706 -27%
TC
507
TAGStone Capital
North Carolina
$337K
KCM
508
Kanawha Capital Management
Virginia
$331K -$337K -4,263 -50%
BP
509
BBR Partners
New York
$330K
LRIA
510
Leonard Rickey Investment Advisors
Washington
$329K +$11.9K +150 +4%
MPM
511
MBB Public Markets
Illinois
$327K -$511K -6,465 -60%
LSAG
512
Lake Street Advisors Group
New Hampshire
$326K -$6.8K -86 -2%
RCG
513
Regatta Capital Group
California
$326K -$22.1K -280 -6%
PCA
514
Pallas Capital Advisors
Massachusetts
$325K +$135K +1,701 +61%
O
515
Ossiam
France
$320K -$70.9K -897 -18%
AF
516
Aviso Financial
Ontario, Canada
$312K -$10.8K -136 -3%
CB
517
Commerce Bank
Missouri
$306K -$11.9K -150 -4%
Empower Advisory Group
518
Empower Advisory Group
Colorado
$305K -$158 -2 -0.1%
FSA
519
Franklin Street Advisors
North Carolina
$303K
CIA
520
Compass Ion Advisors
Pennsylvania
$302K -$55.4K -701 -15%
BMSSC
521
B. Metzler seel. Sohn & Co
Germany
$298K
FAIM
522
Financial Advocates Investment Management
Washington
$295K -$10.4K -131 -3%
Jones Financial Companies
523
Jones Financial Companies
Missouri
$295K +$119K +1,508 +65%
GP
524
Greenline Partners
New York
$292K
BCM
525
Brookstone Capital Management
Illinois
$291K -$24.6K -311 -8%