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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
1201
Walled Lake Planning & Wealth Management
Illinois
$2.82M +$2K +6 +0.1%
PGFC
1202
Peapack-Gladstone Financial Corp
New Jersey
$2.82M +$453K +1,363 +21%
AA
1203
Altman Advisors
Illinois
$2.81M -$33.3K -100 -1%
PFMU
1204
Privium Fund Management (UK)
United Kingdom
$2.81M +$2.62M +7,882 New
AIM
1205
Anchor Investment Management
South Carolina
$2.81M +$196K +590 +8%
HAI
1206
Hennessy Advisors Inc
California
$2.79M +$183K +549 +8%
KWM
1207
Kingsview Wealth Management
Oregon
$2.77M +$239K +718 +10%
CA
1208
Commerzbank Aktiengesellschaft
Germany
$2.76M -$28.9K -87 -1%
LS
1209
Leelyn Smith
Illinois
$2.76M -$2.66K -8 -0.1%
FFG
1210
Fortem Financial Group
California
$2.75M -$20.6K -62 -0.8%
VIM
1211
Vancity Investment Management
British Columbia, Canada
$2.75M +$2.56M +7,690 New
CWM
1212
Centric Wealth Management
Illinois
$2.74M +$841K +2,527 +49%
CRC
1213
Curi RMB Capital
Illinois
$2.73M -$38.6K -116 -1%
SA
1214
Strategic Advisors
New York
$2.73M -$50.6K -152 -2%
ANB
1215
Amarillo National Bank
Texas
$2.72M
RPC
1216
Rossmore Private Capital
Connecticut
$2.72M
HCM
1217
HMS Capital Management
Tennessee
$2.72M -$189K -569 -7%
MAFM
1218
Mid Atlantic Financial Management
Pennsylvania
$2.72M +$30.3K +91 +1%
PA
1219
Parallel Advisors
California
$2.71M -$828K -2,489 -25%
WI
1220
WrapManager Inc
California
$2.71M +$242K +728 +11%
Koshinski Asset Management
1221
Koshinski Asset Management
Illinois
$2.7M -$41.3K -124 -2%
FSA
1222
Fort Sheridan Advisors
Illinois
$2.7M -$13.3K -40 -0.5%
TWM
1223
Tolleson Wealth Management
Texas
$2.7M -$489K -1,470 -16%
ANTB
1224
AMG National Trust Bank
Colorado
$2.69M +$152K +457 +6%
ACP
1225
Aviance Capital Partners
Florida
$2.69M +$432K +1,300 +21%