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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1501
Frontier Wealth Management
Missouri
$793K – – –
MS
1502
Mizuho Securities
Japan
$790K +$520K +2,760 +221%
CWM
1503
Circle Wealth Management
New Jersey
$789K -$300K -1,595 -28%
MGIM
1504
M&G Investment Management
United Kingdom
$788K -$948K -5,031 -56%
OCM
1505
One Capital Management
California
$786K -$41.6K -221 -5%
IA
1506
IFG Advisors
Missouri
$785K -$5.27K -28 -0.7%
RWM
1507
Ritholtz Wealth Management
New York
$779K +$270K +1,432 +57%
MFG
1508
Magnus Financial Group
New York
$777K -$285K -1,515 -28%
DCM
1509
Davidson Capital Management
Texas
$775K +$741K +3,934 New
GS
1510
Gagnon Securities
New York
$772K -$6.59K -35 -0.9%
CWA
1511
Clarity Wealth Advisors
California
$772K +$8.85K +47 +1%
BOS
1512
Bank of Stockton
California
$770K -$47.1K -250 -6%
SAS
1513
Stelac Advisory Services
New York
$770K +$195K +1,036 +36%
RIM
1514
Rampart Investment Management
Connecticut
$765K -$2.72M -14,428 -79%
PCM
1515
Perritt Capital Management
Illinois
$765K -$164K -870 -18%
PC
1516
PA Capital
Virginia
$762K +$728K +3,868 New
RA
1517
Royce & Associates
New York
$759K -$38.2K -203 -5%
FL
1518
Fort LP
Maryland
$756K +$506K +2,687 +233%
AIS
1519
AM Investment Strategies
Tennessee
$755K +$722K +3,831 New
22CM
1520
20/20 Capital Management
California
$754K – – –
CAN
1521
Claraphi Advisory Network
United States
$745K -$849K -4,506 -54%
MPCG
1522
Matrix Private Capital Group
New York
$745K +$10.2K +54 +1%
NEWAS
1523
N.E.W. Advisory Services
Wisconsin
$736K +$262K +1,391 +59%
RMDI
1524
R.M. Davis Inc
Maine
$735K -$188 -1 -0%
BAM
1525
Boyar Asset Management
New York
$732K -$35.6K -189 -5%