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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1801
Berkeley Capital Partners
Georgia
$251K -$236K -4,175 -49%
Simplex Trading
1802
Simplex Trading
Illinois
$250K +$244K +4,329 New
QCIG
1803
Quad-Cities Investment Group
Iowa
$249K – – –
SEC
1804
Seven Eight Capital
New York
$248K -$307K -5,450 -56%
PSC
1805
Prentiss Smith & Co
Vermont
$248K -$92.2K -1,635 -28%
FPFS
1806
First Personal Financial Services
North Carolina
$247K -$173K -3,058 -42%
SAS
1807
Stelac Advisory Services
New York
$246K – – –
WC
1808
Weil Company
California
$246K +$6.15K +109 +3%
PCM
1809
Pointe Capital Management
Michigan
$244K +$1.75K +31 +0.7%
SFG
1810
StrategIQ Financial Group
Indiana
$244K +$237K +4,206 New
CSA
1811
Cottage Street Advisors
Massachusetts
$243K – – –
FBA
1812
Front Barnett Associates
Illinois
$240K – – –
CIC
1813
Cornercap Investment Counsel
Georgia
$240K +$12K +212 +5%
JWM
1814
JGP Wealth Management
Oregon
$240K +$233K +4,135 New
AWM
1815
AllSquare Wealth Management
New York
$239K -$6.88K -122 -3%
FC
1816
Ferris Capital
Massachusetts
$236K -$1.45M -25,623 -86%
GFP
1817
Gryphon Financial Partners
Ohio
$235K -$13.7K -242 -6%
CPA
1818
Clear Perspective Advisors
Illinois
$235K – – –
RIM
1819
Redwood Investment Management
Arizona
$234K -$21.1K -374 -8%
AFNAS
1820
American Financial Network Advisory Services
California
$234K -$113 -2 -14%
BWA
1821
Burt Wealth Advisors
Maryland
$234K +$226 +4 +0.1%
ATFA
1822
All Terrain Financial Advisors
Minnesota
$233K – – –
CHJWM
1823
Carlton Hofferkamp & Jenks Wealth Management
Texas
$233K +$1.64K +29 +0.7%
VCM
1824
Vivaldi Capital Management
Illinois
$233K +$3.78K +67 +2%
PHAM
1825
Palisades Hudson Asset Management
Florida
$232K – – –