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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1926
Vivaldi Capital Management
Illinois
$394K -$50.8K -446 -12%
PAMG
1927
Patton Albertson Miller Group
Tennessee
$393K -$38.2K -335 -9%
PAM
1928
Premier Asset Management
Illinois
$393K -$4.22K -37 -1%
EMG
1929
Ellington Management Group
Connecticut
$392K -$330K -2,900 -48%
SFPIA
1930
Stevens First Principles Investment Advisors
California
$392K
LFA
1931
Legacy Financial Advisors
Kentucky
$392K +$68.8K +604 +23%
BHA
1932
Beech Hill Advisors
New York
$392K +$365K +3,200 New
GEA
1933
Glen Eagle Advisors
New Jersey
$391K -$14.6K -128 -4%
HC
1934
HNP Capital
New York
$391K -$17.1K -150 -4%
VRM
1935
Vectors Research Management
New York
$391K -$17.1K -150 -4%
FWP
1936
FAS Wealth Partners
Kansas
$390K -$11.1K -97 -3%
SWMG
1937
Strategic Wealth Management Group
Maryland
$388K -$78.5K -689 -18%
SP
1938
Successful Portfolios
Florida
$388K +$228 +2 +0.1%
SFG
1939
StrategIQ Financial Group
Indiana
$387K -$11.2K -98 -3%
SRCM
1940
Swift Run Capital Management
Virginia
$386K
FBFS
1941
First Business Financial Services
Wisconsin
$385K
SFM
1942
Signet Financial Management
New Jersey
$384K +$22.9K +201 +7%
EWM
1943
Empirical Wealth Management
Washington
$380K -$13.3K -117 -4%
SAMC
1944
Spectrum Asset Management (California)
California
$379K
GRP
1945
Global Retirement Partners
California
$379K +$40.5K +355 +13%
OFW
1946
Omnia Family Wealth
Florida
$379K +$103K +903 +41%
CWM
1947
Cranbrook Wealth Management
Michigan
$378K +$798 +7 +0.2%
SAM
1948
Security Asset Management
New York
$377K
TFGT
1949
TS Financial Group (TSFG)
Illinois
$377K +$351K +3,077 New
AIM
1950
Advantage Investment Management
Iowa
$376K -$149K -1,311 -30%