Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
1401
Paragon Capital Management (Colorado)
Colorado
$757K -$44.5K -299 -6%
PFG
1402
PAX Financial Group
Texas
$756K +$7.75K +52 +1%
PG
1403
Patten Group
Tennessee
$754K -$115K -775 -13%
CWS
1404
Confluence Wealth Services
Pennsylvania
$752K +$755K +5,067 New
FF
1405
FourThought Financial
Florida
$749K -$53.8K -361 -7%
TCCM
1406
Timber Creek Capital Management
Massachusetts
$749K -$22.2K -149 -3%
EAM
1407
Evanson Asset Management
California
$749K +$745 +5 +0.1%
PP
1408
Paloma Partners
Connecticut
$749K +$661K +4,434 +729%
Parallax Volatility Advisers
1409
Parallax Volatility Advisers
California
$749K +$751K +5,042 New
CCA
1410
Cobblestone Capital Advisors
New York
$748K – – –
TCBWMS
1411
Texas Capital Bank Wealth Management Services
Texas
$746K +$15.3K +103 +2%
EWM
1412
Endurance Wealth Management
Rhode Island
$744K -$3.58K -24 -0.5%
BDF
1413
Balasa Dinverno & Foltz
$740K -$491K -3,293 -40%
PB
1414
Pinnacle Bancorp
Nebraska
$740K -$239K -1,605 -24%
CCFM
1415
Clear Creek Financial Management
Washington
$740K -$23.7K -159 -3%
TA
1416
Tiedemann Advisors
New York
$735K +$298 +2 +0%
SAM
1417
Summit Asset Management
Tennessee
$735K +$24.3K +163 +3%
MGIM
1418
M&G Investment Management
United Kingdom
$734K -$88.4M -593,495 -99%
RWM
1419
Ritholtz Wealth Management
New York
$732K +$101K +677 +16%
CBTWT
1420
Community Bank & Trust (Waco, Texas)
Texas
$731K -$24.9K -167 -3%
CS
1421
Cannell & Spears
New York
$728K -$9.09K -61 -1%
BP
1422
Ballentine Partners
Massachusetts
$726K +$99.4K +667 +16%
CF
1423
Centaurus Financial
California
$725K +$25K +168 +4%
CSI
1424
Cross Staff Investments
New York
$723K +$725K +4,867 New
TCM
1425
Teza Capital Management
Illinois
$719K +$491K +3,293 +213%