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Name Holding Trade Value Shares
Change
Change in
Stake
VIA
2701
Virtus Investment Advisers
Connecticut
$106K -$13.2K -220 -10%
PA
2702
PSI Advisors
Florida
$104K +$5.04K +84 +5%
CTWM
2703
Cherry Tree Wealth Management
Minnesota
$102K
BAM
2704
Byrne Asset Management
New Jersey
$101K -$6K -100 -5%
LD
2705
Lipe & Dalton
New York
$101K
LIA
2706
Luken Investment Analytics
Tennessee
$101K
EARNEST Partners
2707
EARNEST Partners
Georgia
$99.5K
FP
2708
Financial Perspectives
Minnesota
$98.9K -$56.6K -943 -35%
ACM
2709
Antonetti Capital Management
Florida
$98.8K
PP
2710
Pacifica Partners
Canada
$97.3K +$36K +600 +48%
WCMN
2711
Westchester Capital Management (Nebraska)
Nebraska
$90.4K
MFA
2712
McClarren Financial Advisors
Pennsylvania
$90K -$28.5K -475 -23%
LFASL
2713
Lugano Financial Advisors SA (LFA)
Switzerland
$89.6K -$96K -1,600 -50%
OCM
2714
Orion Capital Management
California
$89.1K +$95.5K +1,592 New
ICM
2715
Islay Capital Management
Texas
$86.6K -$9.84K -164 -10%
CFS
2716
CGC Financial Services
Oregon
$85.5K -$60K -1,000 -40%
ORAM
2717
One River Asset Management
Connecticut
$85.1K +$91.4K +1,524 New
AWM
2718
AllSquare Wealth Management
New York
$83.7K
ASBI
2719
American State Bank (Iowa)
Iowa
$83K
OLVIG
2720
Oliver Lagore Vanvalin Investment Group
Michigan
$81.3K -$360 -6 -0.4%
CJL
2721
Cyrus J. Lawrence
New York
$81K
NICM
2722
Neo Ivy Capital Management
New York
$79K +$84.9K +1,416 New
OIA
2723
Optimum Investment Advisors
Illinois
$78.4K +$6.12K +102 +8%
FFA
2724
Fairfield Financial Advisors
Massachusetts
$77.4K -$4.8K -80 -5%
FSWA
2725
Financial Synergies Wealth Advisors
Texas
$77.3K +$720 +12 +0.9%