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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1751
Lyell Wealth Management
California
$267K -$15.8K -261 -6%
SFG
1752
StrategIQ Financial Group
Indiana
$266K – – –
PCM
1753
Pointe Capital Management
Michigan
$266K +$266K +4,392 New
SCM
1754
Southport Capital Management
Tennessee
$265K -$30.8K -508 -10%
WG
1755
Winton Group
United Kingdom
$264K +$20.7K +342 +9%
GRP
1756
Global Retirement Partners
California
$263K -$10.1K -167 -4%
CFA
1757
CT Financial Advisors
Pennsylvania
$260K -$41K -676 -14%
ACS
1758
Archford Capital Strategies
Illinois
$259K – – –
HA
1759
Hays Advisory
Tennessee
$259K +$24.4K +403 +10%
PAG
1760
Pinnacle Advisory Group
Maryland
$256K -$87.8K -1,447 -26%
BIM
1761
Baldwin Investment Management
Pennsylvania
$254K – – –
JDR
1762
Jay D. Rosenbaum
$254K – – –
STB
1763
S&T Bank
Pennsylvania
$254K – – –
NCM
1764
Nelson Capital Management
California
$253K – – –
CS
1765
Credential Securities
$253K -$2.12K -35 -0.8%
TCM
1766
Tradewinds Capital Management
Washington
$252K +$243 +4 +0.1%
FBA
1767
Front Barnett Associates
Illinois
$251K – – –
LAIC
1768
Lederer & Associates Investment Counsel
California
$250K – – –
BJ
1769
Brouwer & Janachowski
California
$250K +$251K +4,129 New
VI
1770
Versor Investments
New York
$247K -$6.37K -105 -3%
BMC
1771
Benin Management Corp
Connecticut
$247K -$3.15K -52 -1%
BIM
1772
Bridgecreek Investment Management
Oklahoma
$246K – – –
RIG
1773
Roosevelt Investment Group
New York
$244K +$7.34K +121 +3%
PHAM
1774
Palisades Hudson Asset Management
Florida
$243K -$46.2K -762 -16%
EWM
1775
Empirical Wealth Management
Washington
$243K +$243K +4,009 New