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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1651
Gladstone Institutional Advisory
Florida
$417K +$137K +2,787 +52%
WI
1652
Wintrust Investments
Illinois
$416K -$29.4K -600 -7%
MFW
1653
Mosaic Family Wealth
Missouri
$416K +$4.95K +101 +1%
CWG
1654
Cornerstone Wealth Group
North Carolina
$415K -$1.86K -38 -0.5%
SL
1655
Summitry LLC
California
$415K
ACM
1656
Argent Capital Management
Missouri
$414K
PVWM
1657
Point View Wealth Management
New Jersey
$413K +$3.92K +80 +1%
SSA
1658
Schonfeld Strategic Advisors
New York
$410K -$1.1M -22,542 -74%
LA
1659
Legacy Advisors
Pennsylvania
$409K -$485K -9,893 -55%
JGUA
1660
John G. Ullman & Associates
New York
$408K
PSC
1661
Prentiss Smith & Co
Vermont
$408K
CRM
1662
Cramer Rosenthal McGlynn
Connecticut
$407K
UFG
1663
United Fire Group
Iowa
$407K
SWP
1664
Strategic Wealth Partners
Ohio
$406K -$108K -2,202 -22%
POIA
1665
Pin Oak Investment Advisors
Texas
$405K +$17.7K +361 +5%
IIC
1666
Integrated Investment Consultants
Michigan
$404K
PAS
1667
Partnervest Advisory Services
California
$403K -$7.35K -150 -2%
PA
1668
Probity Advisors
Texas
$401K -$28.6K -584 -7%
DAM
1669
Doheny Asset Management
California
$400K -$5.15K -105 -1%
HVIA
1670
Hudson Valley Investment Advisors
New York
$399K -$6.37K -130 -2%
FFC
1671
First Financial Corp
Indiana
$399K
LC
1672
Landaas & Company
Wisconsin
$399K
BL
1673
BFSG LLC
California
$398K +$24.4K +498 +7%
DTL
1674
Dynamic Technology Lab
Singapore
$398K +$384K +7,825 New
DA
1675
Dillon & Associates
Michigan
$397K -$4.9K -100 -1%