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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
526
Capstone Investment Advisors
New York
$180K +$188K +544 New
SAI
527
Systematic Alpha Investments
New Jersey
$178K +$179K +516 New
BCA
528
Berman Capital Advisors
Georgia
$166K +$37.7K +109 +28%
FA
529
Fortis Advisors
Pennsylvania
$165K
SWM
530
Sugarloaf Wealth Management
Georgia
$165K
S
531
SignatureFD
Georgia
$161K +$27.7K +80 +20%
HI
532
Harbour Investments
Wisconsin
$159K -$8.65K -25 -5%
CFD
533
Creative Financial Designs
Indiana
$157K
CCM
534
Copeland Capital Management
Pennsylvania
$152K
TWM
535
Tradition Wealth Management
Minnesota
$149K
NIM
536
NuWave Investment Management
New Jersey
$148K +$155K +449 New
DWA
537
Dougherty Wealth Advisers
Minnesota
$137K
HIA
538
Harbor Investment Advisory
Maryland
$129K +$7.96K +23 +6%
T
539
TOBAM
France
$126K
KPCM
540
Kings Point Capital Management
New York
$125K
JWA
541
JFS Wealth Advisors
Pennsylvania
$125K +$131K +378 New
M
542
MOTCO
Texas
$113K
RIM
543
Rockbridge Investment Management
New York
$112K
CTC
544
Central Trust Company
Missouri
$102K
GRP
545
Global Retirement Partners
California
$96K +$22.1K +64 +28%
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.1K
PCG
547
Private Capital Group
Connecticut
$94K
CI
548
CX Institutional
Indiana
$89K +$6.57K +19 +8%
APA
549
American Portfolios Advisors
New York
$87.3K +$346 +1 +0.4%
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86K