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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
601
Regent Investment Management
Kentucky
$355K -$32.4K -1,000 -9%
RIL
602
Rothschild Investment LLC
Illinois
$352K -$9.73K -300 -3%
Venture Visionary Partners
603
Venture Visionary Partners
Ohio
$348K -$37K -1,141 -10%
FCI
604
Financial Counselors Inc
Kansas
$348K -$19.1K -589 -5%
Park Avenue Securities
605
Park Avenue Securities
New York
$346K +$331K +10,213 New
RPWA
606
Regent Peak Wealth Advisors
Georgia
$343K -$973 -30 -0.3%
SCM
607
Spreng Capital Management
Ohio
$342K -$42.2K -1,300 -11%
BP
608
BBR Partners
New York
$342K +$1.59K +49 +0.5%
MC
609
Moors & Cabot
Massachusetts
$342K +$72.6K +2,239 +28%
Exchange Traded Concepts
610
Exchange Traded Concepts
Oklahoma
$340K -$1.28M -39,440 -80%
SW
611
SVB Wealth
Massachusetts
$340K -$1.15M -35,396 -78%
MIS
612
Morningstar Investment Services
Illinois
$340K -$3.63K -112 -1%
William Blair & Company
613
William Blair & Company
Illinois
$340K +$39.3K +1,213 +14%
LC
614
LCNB Corp
Ohio
$339K +$5.03K +155 +2%
Catalyst Capital Advisors
615
Catalyst Capital Advisors
New York
$339K +$324K +10,000 New
LD
616
Lipe & Dalton
New York
$338K – – –
CFD
617
Creative Financial Designs
Indiana
$338K +$92.6K +2,856 +40%
AIM
618
Anchor Investment Management
South Carolina
$337K +$1.26K +39 +0.4%
RBFC
619
Roman Butler Fullerton & Co
Missouri
$336K +$1.2K +37 +0.4%
FIM
620
Frontier Investment Management
Texas
$335K -$55.8K -1,720 -15%
AGM
621
Alpine Global Management
New York
$334K +$320K +9,877 New
Gofen & Glossberg
622
Gofen & Glossberg
Illinois
$332K – – –
Independent Financial Group
623
Independent Financial Group
California
$331K +$58.3K +1,799 +23%
GI
624
Glovista Investments
New Jersey
$330K +$316K +9,750 New
SCM
625
Stevens Capital Management
Pennsylvania
$326K +$312K +9,629 New