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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Segment Wealth Management
Texas
$225K +$218K +4,221 New
RCAG
552
Rehmann Capital Advisory Group
Michigan
$225K +$218K +4,229 New
SC
553
Steph & Co
Wisconsin
$223K +$55.6K +1,076 +35%
GCA
554
Greenwood Capital Associates
South Carolina
$223K +$217K +4,201 New
PIM
555
Perpetual Investment Management
Australia
$221K +$216K +4,175 New
Bank Julius Baer & Co
556
Bank Julius Baer & Co
Switzerland
$219K +$213K +4,117 New
APP
557
Avantax Planning Partners
Iowa
$218K -$34.4K -666 -14%
RIG
558
RiverFront Investment Group
Virginia
$217K +$211K +4,087 New
KWM
559
Kingsview Wealth Management
Oregon
$216K -$76.9K -1,489 -27%
EP
560
Eudaimonia Partners
Tennessee
$215K +$30K +580 +17%
BCM
561
Bienville Capital Management
New York
$214K +$207K +4,000 New
AAP
562
Arax Advisory Partners
Colorado
$213K – – –
NPPM
563
North Point Portfolio Managers
Ohio
$213K +$207K +4,000 New
SLF
564
Sun Life Financial
Ontario, Canada
$211K -$338K -6,553 -62%
Parallax Volatility Advisers
565
Parallax Volatility Advisers
California
$210K -$2.43M -46,983 -92%
NCM
566
Nelson Capital Management
California
$210K +$204K +3,944 New
CCM
567
Cohen Capital Management
California
$209K +$203K +3,922 New
SWM
568
SeaCrest Wealth Management
New York
$209K +$203K +3,931 New
S
569
SignatureFD
Georgia
$207K -$2.32K -45 -1%
LBA
570
Letko, Brosseau & Associates
Quebec, Canada
$207K +$201K +3,900 New
FUBT
571
First United Bank & Trust
Maryland
$206K +$200K +3,882 New
IA
572
Inspire Advisors
Idaho
$204K +$198K +3,832 New
PAS
573
Park Avenue Securities
New York
$203K +$197K +3,812 New
LNWWM
574
Laird Norton Wetherby Wealth Management
California
$203K +$197K +3,815 New
JBA
575
Johnson Bixby & Associates
Washington
$203K +$197K +3,823 New