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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
501
Private Wealth Partners
California
$875K
MWM
502
Meridian Wealth Management
Kentucky
$865K -$651K -13,711 -41%
MCM
503
MAI Capital Management
Ohio
$865K +$652K +13,716 +227%
OA
504
Oxbow Advisors
Texas
$862K
DMBA
505
Deseret Mutual Benefit Administrators
Utah
$847K -$229K -4,819 -20%
CFB
506
Cullen/Frost Bankers
Texas
$837K +$7.03K +148 +0.8%
SIA
507
Strategic Investment Advisors
Michigan
$835K +$93K +1,958 +11%
AG
508
AIA Group
Hong Kong
$820K -$549K -11,554 -38%
HT
509
HAP Trading
New York
$815K +$82.9K +1,746 +10%
LC
510
LCNB Corp
Ohio
$813K -$7.13K -150 -0.8%
WR
511
WD Rutherford
Oregon
$811K
TSS
512
Two Sigma Securities
New York
$801K +$475K +10,000 +120%
RIG
513
Roosevelt Investment Group
New York
$797K +$398K +8,370 +85%
ACA
514
Atlas Capital Advisors
Wyoming
$785K -$115K -2,412 -12%
VWM
515
Venturi Wealth Management
Texas
$773K +$840K +17,680 New
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$770K -$34.8K -732 -4%
BPC
517
Banque Pictet & Cie
Switzerland
$768K +$261K +5,496 +46%
ESCM
518
Echo Street Capital Management
New York
$764K -$885K -18,619 -52%
EF
519
Empirical Finance
Pennsylvania
$763K +$124K +2,602 +18%
DAS
520
Dynamic Advisor Solutions
Arizona
$763K +$829K +17,447 New
WS
521
Wedbush Securities
California
$759K +$383K +8,067 +87%
RIM
522
Redpoint Investment Management
Australia
$758K -$150K -3,161 -15%
EF
523
Empowered Funds
Pennsylvania
$758K +$141K +2,960 +21%
VF
524
Virtu Financial
New York
$746K -$2.08M -43,822 -72%
NFG
525
Nations Financial Group
Iowa
$745K -$384K -8,093 -32%