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Name Holding Trade Value Shares
Change
Change in
Stake
GCAC
876
Guardian Capital Advisors (Canada)
Ontario, Canada
$914K +$180K +3,135 +30%
BWA
877
Burt Wealth Advisors
Maryland
$913K -$1.9K -33 -0.2%
CG
878
Caprock Group
Idaho
$912K +$64.6K +1,123 +9%
LOAME
879
Lombard Odier Asset Management (Europe)
United Kingdom
$911K -$37.4K -650 -4%
PTC
880
Private Trust Company
Ohio
$908K -$70.6K -1,228 -8%
SI
881
SII Investments
Wisconsin
$906K -$244K -4,242 -23%
DPIM
882
Duff & Phelps Investment Management
Illinois
$906K -$21.8K -380 -3%
Koshinski Asset Management
883
Koshinski Asset Management
Illinois
$906K +$194K +3,381 +30%
BO
884
Bank OZK
Arkansas
$894K -$23K -400 -3%
VDFA
885
Vickerman & Driscoll Financial Advisors
Washington
$890K +$818K +14,231 New
MIAN
886
Mariner Independent Advisor Network
Kansas
$889K +$818K +14,220 New
SSP
887
Sapphire Star Partners
Washington
$882K -$345K -6,000 -30%
MAM
888
Martingale Asset Management
Massachusetts
$872K -$805 -14 -0.1%
OPWM
889
Oak Point Wealth Management
Michigan
$872K +$799K +13,892 New
JRP
890
Jasper Ridge Partners
California
$869K -$134M -2,334,094 -99%
SIC
891
Salem Investment Counselors
North Carolina
$869K -$121K -2,100 -13%
PWSG
892
Pacific Wealth Strategies Group
California
$868K +$28K +487 +4%
SFSIG
893
San Francisco Sentry Investment Group
California
$865K -$45.5K -792 -5%
MMPW
894
Mitchell McLeod Pugh & Williams
Alabama
$864K
DAM
895
Diamant Asset Management
Connecticut
$861K +$791K +13,757 New
SBA
896
Secrest Blakey & Associates
North Carolina
$855K +$784K +13,633 New
OFS
897
Orrstown Financial Services
Pennsylvania
$849K +$9.08K +158 +1%
SFG
898
SevenBridge Financial Group
Pennsylvania
$847K -$11.2K -195 -1%
SSW
899
Smith Shellnut Wilson
Mississippi
$835K -$17.2K -299 -2%
IP
900
Intellectus Partners
California
$834K -$254K -4,413 -25%