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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1126
INTECH Investment Management
Florida
$440K -$1.54M -13,515 -77%
RLIM
1127
Red Lighthouse Investment Management
New York
$439K +$1.71K +15 +0.4%
CIA
1128
Compass Ion Advisors
Pennsylvania
$436K +$31.4K +275 +8%
CPIG
1129
Chicago Partners Investment Group
Illinois
$434K +$9.7K +85 +2%
OP
1130
ORG Partners
Indiana
$433K -$27.4K -240 -6%
MIS
1131
Morningstar Investment Services
Illinois
$430K +$171K +1,500 +63%
SFP
1132
Sandbox Financial Partners
Maryland
$430K +$115K +1,010 +36%
APM
1133
Advanced Portfolio Management
New York
$423K +$431K +3,780 New
WTA
1134
Washington Trust Advisors
Massachusetts
$417K +$2.28K +20 +0.5%
EAM
1135
Evanson Asset Management
California
$416K
MYIA
1136
Mount Yale Investment Advisors
Colorado
$415K +$2.28K +20 +0.5%
SIC
1137
Salem Investment Counselors
North Carolina
$414K -$1.6M -14,000 -79%
GIA
1138
Gladstone Institutional Advisory
Florida
$414K +$58.8K +515 +16%
FNBSF
1139
First National Bank Sioux Falls
South Dakota
$414K
BL
1140
Balentine LLC
Georgia
$413K +$50.8K +445 +14%
OL
1141
Optas LLC
Texas
$410K -$570 -5 -0.1%
MHC
1142
Meyer Handelman Company
New York
$405K +$414K +3,625 New
NP
1143
NorthRock Partners
Minnesota
$405K +$6.28K +55 +2%
ST
1144
Smithfield Trust
Pennsylvania
$404K +$73K +640 +22%
BCM
1145
BluePath Capital Management
Georgia
$404K +$412K +3,610 New
RIA
1146
Regal Investment Advisors
Michigan
$403K +$26.8K +235 +7%
DFCM
1147
Dark Forest Capital Management
Puerto Rico
$400K -$803K -7,040 -66%
PFS
1148
Prospera Financial Services
Texas
$397K -$96.4K -845 -19%
QC
1149
Quent Capital
New York
$395K +$52.5K +460 +15%
CCS
1150
Concentric Capital Strategies
Connecticut
$394K -$459K -4,020 -53%