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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
601
Capital Investment Advisory Services
North Carolina
$329K -$89.4K -2,588 -21%
I
602
INVST
Indiana
$328K +$43.3K +1,253 +15%
PBO
603
Peoples Bank (Ohio)
Ohio
$327K +$17.3K +500 +5%
BW
604
Bison Wealth
Georgia
$327K +$39.2K +1,135 +13%
Verition Fund Management
605
Verition Fund Management
Connecticut
$325K -$653K -18,918 -66%
Fiera Capital (Canada)
606
Fiera Capital (Canada)
Quebec, Canada
$325K -$106K -3,060 -24%
Rafferty Asset Management
607
Rafferty Asset Management
New York
$325K +$20.9K +606 +7%
BA
608
Bristlecone Advisors
Washington
$322K – – –
CWM
609
Cedar Wealth Management
California
$319K +$5.01K +145 +2%
AIC
610
Archer Investment Corporation
Indiana
$317K – – –
SW
611
SkyOak Wealth
Michigan
$317K -$69.6K -2,016 -18%
TLP
612
Trinity Legacy Partners
Texas
$316K -$953K -27,600 -75%
AIP
613
Almanack Investment Partners
Pennsylvania
$316K -$21.6K -626 -6%
BG
614
Bollard Group
Massachusetts
$313K – – –
VWA
615
Visionary Wealth Advisors
Illinois
$313K +$11.1K +321 +4%
MCA
616
Morris Capital Advisors
Pennsylvania
$310K -$9.71K -281 -3%
NB
617
Northwest Bancshares
Pennsylvania
$309K – – –
CPA
618
Court Place Advisors
Maryland
$305K -$6.91K -200 -2%
SOAMC
619
Spirit of America Management Corp
New York
$305K – – –
HH
620
Hilltop Holdings
Texas
$305K +$311K +8,998 New
MWM
621
Meridian Wealth Management
Kentucky
$301K +$306K +8,870 New
CIM
622
Contravisory Investment Management
Massachusetts
$301K +$307K +8,877 New
CAGAS
623
Capital Advisory Group Advisory Services
Minnesota
$299K +$153K +4,421 +101%
IRC
624
Investors Research Corp
Georgia
$298K – – –
AB
625
Atlas Brown
Kentucky
$297K – – –