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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1726
SignalPoint Asset Management
Missouri
$619K -$3.9K -12 -0.7%
WCM
1727
Wedge Capital Management
North Carolina
$617K – – –
SWA
1728
Sutton Wealth Advisors
Florida
$616K – – –
BCA
1729
Bay Colony Advisors
Massachusetts
$616K +$233K +718 +65%
FMTC
1730
Farmers & Merchants Trust Company
California
$615K -$107K -329 -15%
HHGA
1731
Halbert Hargrove Global Advisors
California
$615K +$14.3K +44 +2%
EGA
1732
E&G Advisors
Texas
$615K +$22.4K +69 +4%
LSA
1733
L & S Advisors
California
$610K -$4.55K -14 -0.8%
Tudor Investment Corp
1734
Tudor Investment Corp
Connecticut
$609K -$1.43M -4,410 -71%
FC
1735
Financial Consulate
Maryland
$607K -$1.95K -6 -0.3%
RIM
1736
Regent Investment Management
Kentucky
$604K – – –
JF
1737
Jump Financial
Illinois
$603K +$580K +1,785 New
CIP
1738
Convergence Investment Partners
Florida
$600K -$1.4M -4,312 -71%
CPO
1739
Cerity Partners OCIO
New York
$599K +$58.9K +181 +11%
SAM
1740
Secure Asset Management
Michigan
$597K +$574K +1,766 New
GDP
1741
Great Diamond Partners
Maine
$596K +$8.45K +26 +1%
EPWM
1742
Essex Private Wealth Management
Massachusetts
$589K -$19.8K -61 -3%
HGWM
1743
Horst & Graben Wealth Management
Oregon
$589K – – –
OFS
1744
Oldfather Financial Services
Nebraska
$589K – – –
PWA
1745
Physician Wealth Advisors
Utah
$584K -$111K -342 -15%
MWM
1746
Minot Wealth Management
Massachusetts
$584K +$21.1K +65 +4%
RW
1747
REDW Wealth
New Mexico
$582K – – –
MFG
1748
MidWestOne Financial Group
Iowa
$579K +$556K +1,711 New
TCM
1749
Tanaka Capital Management
New York
$577K -$6.5K -20 -1%
AFM
1750
Anson Funds Management
Texas
$575K +$553K +1,700 New