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Name Holding Trade Value Shares
Change
Change in
Stake
CM
676
Crestline Management
Texas
$2.24M -$2.74M -27,390 -58%
RG
677
Rathbones Group
United Kingdom
$2.22M +$1.98M +19,780 New
EWM
678
Executive Wealth Management
Michigan
$2.22M -$70K -700 -3%
RJT
679
Raymond James Trust
Florida
$2.21M -$123K -1,235 -6%
BFG
680
Bleakley Financial Group
New Jersey
$2.2M +$90.5K +905 +5%
SS
681
Simplicity Solutions
Minnesota
$2.2M -$166K -1,665 -8%
STA
682
Summit Trail Advisors
New York
$2.2M -$164K -1,645 -8%
CFGS
683
Concourse Financial Group Securities
Alabama
$2.2M -$374K -3,740 -16%
PA
684
Profund Advisors
Maryland
$2.19M +$508K +5,085 +35%
CCG
685
Cloverfields Capital Group
Minnesota
$2.15M +$109K +1,090 +6%
FWIA
686
Fort Washington Investment Advisors
Ohio
$2.15M
LA
687
Legacy Advisors
Pennsylvania
$2.14M +$13K +130 +0.7%
RAM
688
Roanoke Asset Management
New Jersey
$2.14M
CA
689
Callahan Advisors
Texas
$2.13M +$123K +1,230 +7%
VVP
690
Venture Visionary Partners
Ohio
$2.13M +$65.5K +655 +4%
SS
691
Sunbelt Securities
Texas
$2.13M +$36K +360 +2%
YIA
692
YHB Investment Advisors
Connecticut
$2.13M +$1.55M +15,495 +450%
LJAC
693
L.J. Altfest & Co
New York
$2.11M +$115K +1,150 +7%
CAIMH
694
Central Asset Investments & Management Holdings
Hong Kong
$2.11M -$150K -1,500 -7%
BCM
695
Brookstone Capital Management
Illinois
$2.09M +$982K +9,820 +108%
WPW
696
Waldron Private Wealth
Pennsylvania
$2.09M -$67K -670 -3%
ACH
697
ArrowMark Colorado Holdings
Colorado
$2.08M
QPW
698
Quantum Private Wealth
Florida
$2.08M -$10.5K -105 -0.6%
LFAS
699
Level Four Advisory Services
Texas
$2.07M +$76.5K +765 +4%
EF
700
Empowered Funds
Pennsylvania
$2.05M -$122K -1,220 -6%