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Name Holding Trade Value Shares
Change
Change in
Stake
I
601
INVST
Indiana
$328K +$43.3K +1,253 +15%
PBO
602
Peoples Bank (Ohio)
Ohio
$327K +$17.3K +500 +5%
BW
603
Bison Wealth
Georgia
$327K +$39.2K +1,135 +13%
Verition Fund Management
604
Verition Fund Management
Connecticut
$325K -$653K -18,918 -66%
Fiera Capital (Canada)
605
Fiera Capital (Canada)
Quebec, Canada
$325K -$106K -3,060 -24%
Rafferty Asset Management
606
Rafferty Asset Management
New York
$325K +$20.9K +606 +7%
BA
607
Bristlecone Advisors
Washington
$322K
CWM
608
Cedar Wealth Management
California
$319K +$5.01K +145 +2%
AIC
609
Archer Investment Corporation
Indiana
$317K
SW
610
SkyOak Wealth
Michigan
$317K -$69.6K -2,016 -18%
TLP
611
Trinity Legacy Partners
Texas
$316K -$953K -27,600 -75%
AIP
612
Almanack Investment Partners
Pennsylvania
$316K -$21.6K -626 -6%
BG
613
Bollard Group
Massachusetts
$313K
VWA
614
Visionary Wealth Advisors
Illinois
$313K +$11.1K +321 +4%
MCA
615
Morris Capital Advisors
Pennsylvania
$310K -$9.71K -281 -3%
NB
616
Northwest Bancshares
Pennsylvania
$309K
CPA
617
Court Place Advisors
Maryland
$305K -$6.91K -200 -2%
SOAMC
618
Spirit of America Management Corp
New York
$305K
HH
619
Hilltop Holdings
Texas
$305K +$311K +8,998 New
MWM
620
Meridian Wealth Management
Kentucky
$301K +$306K +8,870 New
CIM
621
Contravisory Investment Management
Massachusetts
$301K +$307K +8,877 New
CAGAS
622
Capital Advisory Group Advisory Services
Minnesota
$299K +$153K +4,421 +101%
IRC
623
Investors Research Corp
Georgia
$298K
AB
624
Atlas Brown
Kentucky
$297K
BP
625
Ballentine Partners
Massachusetts
$295K +$300K +8,673 New