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Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
651
St. Johns Investment Management
Florida
$926K -$33.9K -535 -4%
LFAS
652
Level Four Advisory Services
Texas
$924K +$8.11K +128 +0.9%
HWAM
653
Hennion & Walsh Asset Management
New Jersey
$924K +$60.1K +949 +7%
AWA
654
Arkadios Wealth Advisors
Georgia
$923K +$580K +9,147 +204%
ACM
655
Aurdan Capital Management
Pennsylvania
$921K
VVP
656
Venture Visionary Partners
Ohio
$912K -$61.4K -969 -7%
CIC
657
Cornercap Investment Counsel
Georgia
$910K -$10.1K -160 -1%
VCM
658
Voleon Capital Management
California
$906K +$848K +13,379 New
HFM
659
Harvest Fund Management
China
$902K -$1.66M -26,223 -66%
TFS
660
Thoroughbred Financial Services
Tennessee
$884K -$1.58K -25 -0.2%
TCM
661
Traynor Capital Management
Pennsylvania
$883K +$109K +1,716 +15%
ACM
662
Alta Capital Management
Utah
$883K +$2.09K +33 +0.3%
EHC
663
Everett Harris & Co
California
$880K
AB
664
Atlas Brown
Kentucky
$880K +$63 +1 +0%
SFA
665
Souders Financial Advisors
Ohio
$874K -$951 -15 -0.1%
UFF
666
USA Financial Formulas
Michigan
$870K +$815K +12,860 New
WCM
667
Washington Capital Management
Washington
$870K
BFG
668
Bleakley Financial Group
New Jersey
$870K +$52.3K +825 +7%
HAG
669
HighPoint Advisor Group
Illinois
$867K -$59.1K -932 -7%
SCM
670
Seascape Capital Management
New Hampshire
$860K -$39.5K -623 -5%
EWA
671
EP Wealth Advisors
California
$859K -$51.5K -812 -6%
Bessemer Group
672
Bessemer Group
New Jersey
$850K +$13.5K +213 +2%
SCP
673
Stamos Capital Partners
California
$845K -$492K -7,768 -38%
OFS
674
OneAscent Financial Services
Alabama
$840K +$427K +6,744 +120%
NSIM
675
North Star Investment Management
Illinois
$835K +$3.61K +57 +0.5%