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Name Holding Trade Value Shares
Change
Change in
Stake
SL
926
Summitry LLC
California
$241K -$4.59K -101 -2%
DS
927
DRW Securities
Illinois
$241K +$254K +5,589 New
EM
928
Excalibur Management
Massachusetts
$239K +$1.14K +25 +0.5%
CA
929
CSM Advisors
Pennsylvania
$239K
FFM
930
Forum Financial Management
Illinois
$239K +$9.6K +211 +4%
VWM
931
Venturi Wealth Management
Texas
$237K -$85.6K -1,882 -26%
JIC
932
Joel Isaacson & Co
New York
$235K -$10.7K -235 -4%
BIA
933
Bigelow Investment Advisors
Maine
$235K -$38.3K -842 -13%
MA
934
MCF Advisors
Kentucky
$234K -$28.3K -623 -10%
RBFC
935
Roman Butler Fullerton & Co
Missouri
$234K -$66.3K -1,457 -23%
SP
936
Successful Portfolios
Florida
$233K -$8.01K -176 -3%
LA
937
LM Advisors
California
$233K +$233K +5,124 +1,919%
SFG
938
Sather Financial Group
Texas
$233K +$17.8K +391 +8%
RBC
939
Roble Belko & Company
Pennsylvania
$232K
PTP
940
Platform Technology Partners
New York
$232K +$244K +5,369 New
MCM
941
Morton Capital Management
California
$231K +$36.1K +794 +17%
Fidelity International
942
Fidelity International
Bermuda
$230K +$242K +5,326 New
CCWM
943
Correct Capital Wealth Management
Missouri
$229K -$4.68K -103 -2%
BL
944
Bleichroeder LP
New York
$229K
DI
945
Disciplined Investors
Texas
$229K +$241K +5,300 New
OAM
946
Oxford Asset Management
United Kingdom
$227K +$240K +5,268 New
1SB
947
1ST Source Bank
Indiana
$226K +$2.64K +58 +1%
GI
948
GLOBALT Investments
Georgia
$225K -$8.64K -190 -4%
GA
949
Greenspring Advisors
Maryland
$224K +$236K +5,196 New
SMA
950
Sage Mountain Advisors
Georgia
$223K +$20.7K +456 +10%