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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1301
Institute for Wealth Management
Colorado
$627K +$2.52K +20 +0.4%
SAM
1302
Summit Asset Management
Tennessee
$625K – – –
ACM
1303
Alethea Capital Management
Washington
$625K +$15.8K +125 +3%
GCM
1304
Glynn Capital Management
California
$624K – – –
PAWC
1305
P.A.W. Capital
Connecticut
$624K – – –
PCA
1306
Peddock Capital Advisors
Massachusetts
$624K – – –
Rafferty Asset Management
1307
Rafferty Asset Management
New York
$624K +$130K +1,028 +27%
AF
1308
Allworth Financial
California
$624K +$360K +2,859 +149%
SWM
1309
Stockman Wealth Management
Montana
$623K -$68K -540 -10%
GIA
1310
Granite Investment Advisors
New Hampshire
$623K +$9.83K +78 +2%
FA
1311
Fagan Associates
New York
$622K -$50.5K -401 -8%
CGL
1312
Clarius Group LLC
Washington
$621K -$176K -1,399 -23%
SA
1313
SRH Advisors
Kansas
$618K +$6.68K +53 +1%
DM
1314
Diker Management
New York
$614K – – –
PTP
1315
Platform Technology Partners
New York
$613K +$49.8K +395 +9%
PAMG
1316
Patton Albertson Miller Group
Tennessee
$609K +$60.2K +478 +11%
GDP
1317
Great Diamond Partners
Maine
$608K -$37.7K -299 -6%
AWS
1318
Arkfeld Wealth Strategies
Nebraska
$606K – – –
ACA
1319
Anchor Capital Advisors
Massachusetts
$605K -$12.7M -101,123 -96%
IF
1320
Intrua Financial
Texas
$603K +$548K +4,347 New
ATWA
1321
Arbor Trust Wealth Advisors
Michigan
$600K +$254K +2,015 +78%
CIM
1322
CIM Investment Management
Pennsylvania
$599K -$289K -2,293 -33%
EF
1323
Empirical Finance
Pennsylvania
$596K +$70.9K +563 +14%
HHGA
1324
Halbert Hargrove Global Advisors
California
$595K -$18.3K -145 -3%
CI Investments Inc
1325
CI Investments Inc
Ontario, Canada
$591K +$83.3K +661 +17%