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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
676
Institute for Wealth Management
Colorado
$284K -$14.9K -86 -5%
MCM
677
MAI Capital Management
Ohio
$284K +$15.4K +89 +6%
CFG
678
Cooper Financial Group
California
$284K +$280K +1,621 New
CFA
679
Carroll Financial Associates
North Carolina
$283K +$4.66K +27 +2%
ACM
680
Advisors Capital Management
New Jersey
$281K – – –
AAM
681
Auxier Asset Management
Oregon
$280K -$864 -5 -0.3%
SL
682
Summitry LLC
California
$279K -$9.67K -56 -3%
AAP
683
Arax Advisory Partners
Colorado
$277K +$51K +295 +23%
IA
684
IndexIQ Advisors
New York
$276K +$128K +741 +88%
TA
685
Tiedemann Advisors
New York
$274K +$12.6K +73 +5%
MCG
686
MACRO Consulting Group
New Jersey
$271K +$1.55K +9 +0.6%
HC
687
Hourglass Capital
Texas
$265K – – –
PAM
688
Peak Asset Management
Colorado
$265K – – –
PFS
689
Physicians Financial Services
North Carolina
$265K – – –
PA
690
PSI Advisors
Florida
$264K – – –
ISL
691
Ingalls & Snyder LLC
New York
$262K – – –
FB
692
Fulton Bank
Pennsylvania
$261K +$10K +58 +4%
CS
693
Cannell & Spears
New York
$259K – – –
MYAM
694
Meiji Yasuda Asset Management
Japan
$259K +$256K +1,483 New
BAM
695
Brave Asset Management
New Jersey
$257K +$254K +1,470 New
BTWM
696
Baker Tilly Wealth Management
Wisconsin
$257K +$254K +1,472 New
ICOM
697
Investment Counselors of Maryland
Maryland
$256K – – –
ARTA
698
A.R.T. Advisors
New York
$253K +$250K +1,449 New
IIC
699
Integrated Investment Consultants
Michigan
$251K +$21.1K +122 +9%
TWI
700
Thomas White International
Illinois
$245K -$11.9K -69 -5%