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Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
1051
Hanson & Doremus Investment Management
Vermont
$332K -$135K -1,555 -30%
AWM
1052
Apollon Wealth Management
South Carolina
$330K +$20.9K +240 +7%
MYIA
1053
Mount Yale Investment Advisors
Colorado
$330K +$309K +3,550 New
AWA
1054
Arete Wealth Advisors
Illinois
$329K +$6.53K +75 +2%
EFG
1055
Everhart Financial Group
Ohio
$329K +$34.4K +395 +13%
BBHC
1056
Brown Brothers Harriman & Co
New York
$327K -$692K -7,940 -69%
PP
1057
PDS Planning
Ohio
$327K +$74.9K +860 +32%
CHJWM
1058
Carlton Hofferkamp & Jenks Wealth Management
Texas
$327K
CIP
1059
Capital Insight Partners
Arizona
$326K +$12.2K +140 +4%
CI
1060
CX Institutional
Indiana
$324K +$304K +3,490 New
AWM
1061
Avitas Wealth Management
California
$321K +$43.5K +500 +17%
ACM
1062
Allred Capital Management
Texas
$321K
YIA
1063
YHB Investment Advisors
Connecticut
$320K
SAS
1064
Stelac Advisory Services
New York
$316K -$16.5K -190 -5%
OL
1065
Optas LLC
Texas
$316K -$54K -620 -15%
Tudor Investment Corp
1066
Tudor Investment Corp
Connecticut
$316K -$515K -5,910 -63%
SOS
1067
Silver Oak Securities
Tennessee
$316K +$296K +3,395 New
KIA
1068
KCM Investment Advisors
California
$312K +$3.92K +45 +1%
Verition Fund Management
1069
Verition Fund Management
Connecticut
$311K -$1.11M -12,760 -79%
WMA
1070
Wealth Management Associates
New Jersey
$311K -$20K -230 -6%
LSA
1071
Lion Street Advisors
Texas
$311K +$120K +1,375 +70%
SCA
1072
Sandy Cove Advisors
Massachusetts
$310K +$290K +3,335 New
WWM
1073
Western Wealth Management
Colorado
$309K +$290K +3,325 New
NP
1074
NorthRock Partners
Minnesota
$308K -$121K -1,395 -30%
ACM
1075
Advisors Capital Management
New Jersey
$306K +$12.6K +145 +5%