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Name Holding Trade Value Shares
Change
Change in
Stake
AA
501
Ancora Advisors
Ohio
$190K -$211K -12,150 -51%
NAM
502
North American Management
Massachusetts
$189K +$13K +750 +7%
NSAM
503
North Star Asset Management
Wisconsin
$187K -$9.54K -550 -5%
KA
504
Kovack Advisors
Florida
$187K +$197K +11,376 New
OI
505
Oakbrook Investments
Illinois
$186K -$468K -26,996 -70%
FWM
506
Focused Wealth Management
New York
$185K -$8.9K -513 -4%
APP
507
Avantax Planning Partners
Iowa
$185K +$3K +173 +2%
CFA
508
Cahill Financial Advisors
Minnesota
$181K -$1.58K -91 -0.8%
UR
509
USCA RIA
Texas
$179K +$189K +10,915 New
GT
510
Glenmede Trust
Pennsylvania
$178K
SP
511
Successful Portfolios
Florida
$177K -$1.67K -96 -0.9%
MWM
512
Meridian Wealth Management
Kentucky
$176K +$186K +10,700 New
LKIM
513
Lawson Kroeker Investment Management
Nebraska
$176K +$186K +10,705 New
WIM
514
Westside Investment Management
California
$170K
Nuveen Fund Advisors
515
Nuveen Fund Advisors
Illinois
$170K -$387K -22,304 -68%
HCP
516
Holt Capital Partners
Texas
$168K +$177K +10,225 New
Brown Advisory
517
Brown Advisory
Maryland
$165K -$24.8K -1,429 -12%
VFA
518
Valeo Financial Advisors
Indiana
$152K -$7.58K -437 -5%
FBC
519
Fairfield, Bush & Co
Connecticut
$150K +$158K +9,100 New
WAM
520
Wealthspire Advisors (Maryland)
Maryland
$144K +$35K +2,019 +30%
PCG
521
Private Capital Group
Connecticut
$144K +$49.4K +2,850 +48%
SFFS
522
Stonehage Fleming Financial Services
Jersey
$142K
BFC
523
Bedel Financial Consulting
Indiana
$136K +$144K +8,290 New
CHC
524
City Holding Co
West Virginia
$135K +$5.38K +310 +4%
ACS
525
Archford Capital Strategies
Illinois
$130K +$135K +7,791 New