Name Holding Trade Value Shares
Change
Change in
Stake
JDR
1176
Jay D. Rosenbaum
$538K -$536K -1,360 -51%
AWA
1177
Arete Wealth Advisors
Illinois
$538K +$24.4K +62 +5%
PP
1178
Paloma Partners
Connecticut
$537K +$515K +1,307 New
PB
1179
Pinnacle Bancorp
Nebraska
$536K – – –
FAM
1180
Formidable Asset Management
Ohio
$536K +$514K +1,304 New
SWM
1181
Scissortail Wealth Management
Oklahoma
$535K +$520K +1,319 New
AA
1182
Alta Advisers
United Kingdom
$534K – – –
SOAMC
1183
Spirit of America Management Corp
New York
$534K – – –
FFN
1184
Focus Financial Network
Minnesota
$532K +$511K +1,296 New
MW
1185
Marcum Wealth
Ohio
$530K -$34.3K -87 -6%
IWA
1186
Icon Wealth Advisors
Texas
$530K +$508K +1,289 New
PS
1187
Portfolio Strategies
New York
$528K -$3.15K -8 -0.6%
PCIG
1188
Partners Capital Investment Group
Massachusetts
$527K -$16.2K -41 -3%
OL
1189
OneFund LLC
Florida
$527K +$506K +1,283 New
FNFDCM
1190
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$526K – – –
QWP
1191
Quotient Wealth Partners
Texas
$524K +$504K +1,277 New
AA
1192
ALPS Advisors
Colorado
$524K -$19.7K -50 -4%
FF
1193
Fluent Financial
Texas
$518K +$142K +361 +40%
JWCA
1194
J.W. Cole Advisors
Florida
$518K +$92.7K +235 +23%
WMA
1195
Wealth Management Associates
New Jersey
$514K +$15K +38 +3%
BIC
1196
Beach Investment Counsel
Pennsylvania
$513K -$789K -2,000 -62%
SIC
1197
Salem Investment Counselors
North Carolina
$512K -$25.6K -65 -5%
THWM
1198
Taylor Hoffman Wealth Management
Virginia
$512K – – –
BJL
1199
Brighton Jones LLC
Washington
$510K +$394 +1 +0.1%
EAM
1200
Empirical Asset Management
Massachusetts
$510K +$490K +1,242 New