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Name Holding Trade Value Shares
Change
Change in
Stake
ORI
551
Oak Ridge Investments
Illinois
$330K -$28.8K -175 -9%
KCM
552
KRS Capital Management
Michigan
$330K
NWAG
553
Net Worth Advisory Group
Utah
$327K -$16K -97 -5%
UOTTAIMCU
554
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$326K +$292K +1,774 +25,343%
CFG
555
Citizens Financial Group
Rhode Island
$325K +$292K +1,775 New
CIAS
556
Capital Investment Advisory Services
North Carolina
$324K +$291K +1,769 New
BPA
557
Beacon Pointe Advisors
California
$319K +$287K +1,742 New
TAM
558
Trust Asset Management
Texas
$317K
AWM
559
Apollon Wealth Management
South Carolina
$316K -$73.9K -449 -21%
PE
560
PCM Encore
Colorado
$315K -$15.8K -96 -5%
PGFC
561
Peapack-Gladstone Financial Corp
New Jersey
$309K -$52.1K -317 -16%
TRCT
562
Tower Research Capital (TRC)
New York
$308K -$558K -3,392 -67%
MFG
563
Merit Financial Group
Georgia
$308K +$43.1K +262 +18%
GAM
564
Grandview Asset Management
Pennsylvania
$306K -$42.6K -259 -13%
PWM
565
Purus Wealth Management
California
$305K -$5.92K -36 -2%
MFG
566
Magnus Financial Group
New York
$305K +$5.92K +36 +2%
LIP
567
Lighthouse Investment Partners
Florida
$302K +$271K +1,650 New
SAM
568
Sagewood Asset Management
New York
$300K -$4.61K -28 -2%
FFA
569
Farther Finance Advisors
California
$299K -$15.6K -95 -6%
BP
570
Ballentine Partners
Massachusetts
$298K +$13.8K +84 +5%
AWM
571
Axxcess Wealth Management
California
$293K +$263K +1,600 New
OIA
572
OneDigital Investment Advisors
Kansas
$291K +$20.2K +123 +8%
PWMAG
573
Pinnacle Wealth Management Advisory Group
New Jersey
$291K +$21.1K +128 +9%
LOAMS
574
Lombard Odier Asset Management (Switzerland)
Switzerland
$290K
DS
575
DRW Securities
Illinois
$290K -$397K -2,415 -59%