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Name Holding Trade Value Shares
Change
Change in
Stake
RIL
601
Rothschild Investment LLC
Illinois
$352K -$9.73K -300 -3%
VVP
602
Venture Visionary Partners
Ohio
$348K -$37K -1,141 -10%
FCI
603
Financial Counselors Inc
Kansas
$348K -$19.1K -589 -5%
PAS
604
Park Avenue Securities
New York
$346K +$331K +10,213 New
RPWA
605
Regent Peak Wealth Advisors
Georgia
$343K -$973 -30 -0.3%
SCM
606
Spreng Capital Management
Ohio
$342K -$42.2K -1,300 -11%
BP
607
BBR Partners
New York
$342K +$1.59K +49 +0.5%
MC
608
Moors & Cabot
Massachusetts
$342K +$72.6K +2,239 +28%
ETC
609
Exchange Traded Concepts
Oklahoma
$340K -$1.28M -39,440 -80%
SW
610
SVB Wealth
Massachusetts
$340K -$1.15M -35,396 -78%
MIS
611
Morningstar Investment Services
Illinois
$340K -$3.63K -112 -1%
William Blair & Company
612
William Blair & Company
Illinois
$340K +$39.3K +1,213 +14%
LC
613
LCNB Corp
Ohio
$339K +$5.03K +155 +2%
CCA
614
Catalyst Capital Advisors
New York
$339K +$324K +10,000 New
LD
615
Lipe & Dalton
New York
$338K
CFD
616
Creative Financial Designs
Indiana
$338K +$92.6K +2,856 +40%
AIM
617
Anchor Investment Management
South Carolina
$337K +$1.26K +39 +0.4%
RBFC
618
Roman Butler Fullerton & Co
Missouri
$336K +$1.2K +37 +0.4%
FIM
619
Frontier Investment Management
Texas
$335K -$55.8K -1,720 -15%
AGM
620
Alpine Global Management
New York
$334K +$320K +9,877 New
GG
621
Gofen & Glossberg
Illinois
$332K
IFG
622
Independent Financial Group
California
$331K +$58.3K +1,799 +23%
GI
623
Glovista Investments
New Jersey
$330K +$316K +9,750 New
SCM
624
Stevens Capital Management
Pennsylvania
$326K +$312K +9,629 New
CCM
625
Coldstream Capital Management
Washington
$323K +$60.2K +1,857 +24%