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Name Holding Trade Value Shares
Change
Change in
Stake
HRIA
1301
Haberer Registered Investment Advisor
Ohio
$243K -$7.04K -60 -3%
KL
1302
Kinsight LLC
Alabama
$242K – – –
CG
1303
Colony Group
Massachusetts
$242K +$212K +1,807 +848%
AW
1304
Alpha Windward
Massachusetts
$241K -$2.58K -22 -1%
FWM
1305
Focused Wealth Management
New York
$241K +$235 +2 +0.1%
CA
1306
Callahan Advisors
Texas
$241K +$236K +2,010 New
AT
1307
Arvest Trust
Oklahoma
$240K -$18.7K -159 -7%
KFP
1308
Keystone Financial Planning
Ohio
$240K – – –
NIM
1309
NuWave Investment Management
New Jersey
$237K +$146K +1,241 +167%
QGM
1310
Quality Growth Management
California
$236K – – –
PAA
1311
Peregrine Asset Advisers
Oregon
$235K – – –
LC
1312
Lilley & Co
Michigan
$234K – – –
OWP
1313
Obermeyer Wealth Partners
Colorado
$233K -$28.2K -240 -11%
OSAM
1314
O'Shaughnessy Asset Management
Connecticut
$233K +$100K +856 +78%
SIM
1315
SSI Investment Management
California
$232K -$3.64K -31 -2%
FHC
1316
First Heartland Consultants
Missouri
$231K +$227K +1,933 New
TT
1317
Tiedemann Trust
Delaware
$230K +$6.57K +56 +3%
KIM
1318
Karpus Investment Management
New York
$229K – – –
MCM
1319
Munder Capital Management
Michigan
$229K – – –
HF
1320
Hoxton Financial
West Virginia
$228K – – –
WCM
1321
Weyland Capital Management
New Hampshire
$227K – – –
HDIM
1322
Hanson & Doremus Investment Management
Vermont
$227K +$16.9K +144 +8%
MAM
1323
Mizuho Asset Management
Japan
$226K +$53.8K +458 +32%
CA
1324
Capital Advantage
California
$225K – – –
PHAM
1325
Palisades Hudson Asset Management
Florida
$225K – – –