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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
626
Matthew Hamilton Rosenberg
$371K +$10.2K +129 +3%
WG
627
Welch Group
Alabama
$371K – – –
PAM
628
Panagora Asset Management
Massachusetts
$371K +$157 +2 +0%
CSPIA
629
Cary Street Partners Investment Advisory
Virginia
$366K -$38.4K -488 -9%
DIA
630
Dana Investment Advisors
Wisconsin
$361K +$1.5K +19 +0.4%
HCPC
631
Hamilton Capital Partners (Canada)
$357K -$10.6K -135 -3%
PI
632
PFG Investments
New York
$357K +$67K +852 +22%
Capstone Investment Advisors
633
Capstone Investment Advisors
New York
$357K +$215K +2,732 +139%
TAM
634
Trust Asset Management
Texas
$356K +$61.5K +782 +20%
LFAS
635
Level Four Advisory Services
Texas
$356K -$1.18M -15,055 -76%
QWP
636
Quotient Wealth Partners
Texas
$355K -$79.6K -1,011 -18%
FFO
637
Fiduciary Family Office
Florida
$348K +$361K +4,593 New
IAA
638
Independent Advisor Alliance
North Carolina
$347K +$7.08K +90 +2%
HAG
639
HighPoint Advisor Group
Illinois
$347K +$72.9K +927 +25%
CAG
640
Crestwood Advisors Group
Massachusetts
$347K +$59.3K +754 +20%
TSMHT
641
Thurston Springer Miller Herd & Titak
Indiana
$347K – – –
NWA
642
New World Advisors
Massachusetts
$344K +$39.7K +504 +12%
IWM
643
IHT Wealth Management
Illinois
$343K -$55.2K -702 -13%
PA
644
Parallel Advisors
California
$337K -$8.5K -108 -2%
RPCONE
645
Retirement Planning Company of New England
Rhode Island
$337K -$79 -1 -0%
DCM
646
Donaldson Capital Management
Indiana
$331K -$54.4K -691 -14%
CG
647
Cynosure Group
Utah
$329K +$36K +458 +12%
NA
648
Navellier & Associates
Nevada
$328K +$1.02K +13 +0.3%
SM
649
Sciencast Management
New Jersey
$324K +$336K +4,268 New
FCP
650
Fidelis Capital Partners
Florida
$322K -$7.4K -94 -2%