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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
776
Pointe Capital Management
Michigan
$635K – – –
TCM
777
Twin Capital Management
Pennsylvania
$633K -$1.93M -24,152 -76%
ABLA
778
Alan B. Lancz & Associates
Ohio
$633K +$620K +7,762 New
SMWM
779
Silvia McColl Wealth Management
California
$627K – – –
IF
780
Intrua Financial
Texas
$627K -$45.2K -566 -7%
SS
781
Sunbelt Securities
Texas
$624K +$361K +4,516 +144%
VT
782
Vise Technologies
New York
$622K +$90K +1,127 +17%
S
783
SignatureFD
Georgia
$621K +$45.1K +565 +8%
WWM
784
Western Wealth Management
Colorado
$620K -$3.44K -43 -0.6%
BWP
785
Balboa Wealth Partners
Arizona
$619K -$35.3K -442 -6%
GAM
786
Gould Asset Management
California
$615K – – –
ECG
787
Edge Capital Group
Georgia
$612K -$77K -964 -11%
BIC
788
Beach Investment Counsel
Pennsylvania
$611K -$784K -9,812 -57%
II
789
Inspire Investing
Idaho
$610K +$52.6K +659 +10%
AH
790
Addis & Hill
Pennsylvania
$609K – – –
DIM
791
Delta Investment Management
California
$604K -$33.5K -420 -5%
P
792
Pitcairn
Pennsylvania
$602K +$49.8K +624 +9%
PAS
793
Park Avenue Securities
New York
$600K -$9.51K -119 -2%
FAIM
794
Financial Advocates Investment Management
Washington
$599K -$86.6K -1,084 -13%
CT
795
Chicago Trust
Illinois
$596K -$799 -10 -0.1%
FFA
796
Farther Finance Advisors
California
$595K -$97.6K -1,222 -14%
VFA
797
Voya Financial Advisors
Connecticut
$595K -$18.9K -237 -3%
MFG
798
Merit Financial Group
Georgia
$594K -$10.4K -130 -2%
GSB
799
Greenfield Savings Bank
Massachusetts
$590K -$2.08K -26 -0.4%
FPAS
800
Focus Partners Advisor Solutions
Missouri
$590K -$354K -4,435 -38%