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Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Capitolis Advisors
New York
$579K -$298K -4,380 -35%
AIC
427
Argus Investors Counsel
New York
$569K +$67.6K +993 +14%
BAM
428
Boyar Asset Management
New York
$566K -$15.3K -225 -3%
IC
429
Inverness Counsel
New York
$565K -$264K -3,882 -32%
VFP
430
Verus Financial Partners
Virginia
$565K – – –
HC
431
Henshaw Capital
Massachusetts
$564K -$132K -1,944 -19%
VIA
432
Vident Investment Advisory
Georgia
$564K -$33.3K -489 -6%
CI
433
Cigna Investments
Connecticut
$560K -$194K -2,850 -26%
GEA
434
Glen Eagle Advisors
New Jersey
$553K +$38.4K +564 +8%
TW
435
TrinityPoint Wealth
Connecticut
$551K -$140K -2,049 -21%
WWM
436
Western Wealth Management
Colorado
$551K +$536K +7,866 New
FCA
437
FinTrust Capital Advisors
South Carolina
$550K +$48.8K +717 +10%
BMC
438
Beaton Management Company
Massachusetts
$546K – – –
KWM
439
Kingsview Wealth Management
Oregon
$544K -$21.5K -315 -4%
IWP
440
Insight Wealth Partners
Texas
$536K +$521K +7,656 New
ALWM
441
Andrews Lucia Wealth Management
California
$530K +$516K +7,575 New
RIM
442
Redpoint Investment Management
Australia
$527K – – –
CCA
443
Checchi Capital Advisers
California
$510K +$16.3K +240 +3%
FTDI
444
First Trust Direct Indexing
Massachusetts
$510K +$122K +1,791 +33%
BCM
445
Brookstone Capital Management
Illinois
$510K +$228K +3,354 +74%
KAS
446
Kestra Advisory Services
Texas
$507K +$55.6K +816 +13%
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$505K +$492K +7,218 New
GCIA
448
Gabelli & Co Investment Advisers
New York
$504K -$20.4K -300 -4%
IRC
449
Investors Research Corp
Georgia
$504K – – –
NGA
450
Naples Global Advisors
Florida
$502K – – –