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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
CIBC World Markets
New York
$281K -$1.22M -5,935 -79%
HSA
677
HBK Sorce Advisory
Pennsylvania
$281K +$327K +1,597 New
IFWM
678
Institute for Wealth Management
Colorado
$280K – – –
KFSC
679
Keystone Financial Services (Colorado)
Colorado
$280K +$8.39K +41 +3%
FRM
680
Fox Run Management
Connecticut
$278K +$323K +1,577 New
AIM
681
Allen Investment Management
New York
$276K +$11.1K +54 +4%
Cohen & Steers
682
Cohen & Steers
New York
$274K – – –
CP
683
Covenant Partners
Tennessee
$274K – – –
ZCA
684
Zeke Capital Advisors
Pennsylvania
$272K -$65.7K -321 -17%
FDCC
685
Foster Dykema Cabot & Co
Massachusetts
$271K – – –
GC
686
Globeflex Capital
California
$269K – – –
PFS
687
Physicians Financial Services
North Carolina
$267K – – –
ACP
688
Aveo Capital Partners
Colorado
$267K +$311K +1,518 New
RHBC
689
R.H. Bluestein & Co
Michigan
$266K – – –
CM
690
Caption Management
Oklahoma
$265K – – –
ACM
691
Allred Capital Management
Texas
$265K +$2.25K +11 +0.7%
AG
692
AIA Group
Hong Kong
$262K -$188K -918 -38%
FFM
693
Forum Financial Management
Illinois
$262K – – –
FB
694
Fulton Bank
Pennsylvania
$262K +$11.1K +54 +4%
LFAS
695
Level Four Advisory Services
Texas
$262K +$27.6K +135 +10%
HNB
696
Huntington National Bank
Ohio
$258K +$10K +49 +3%
CFB
697
Cullen/Frost Bankers
Texas
$255K -$3.89K -19 -1%
CC
698
Centiva Capital
New York
$253K -$185K -904 -39%
CCG
699
Chatham Capital Group
Georgia
$253K – – –
SWM
700
Spire Wealth Management
Virginia
$248K -$176K -861 -38%